Financial Planning & Analysis Software
A high-value integrated FP&A solution with low total cost of ownership. Save time consolidating financial data and free yourself from an over-reliance on spreadsheets. Better integrate strategy with operations. Navigate uncertainty with agility, using a single source of truth, for more timely data-driven decisions.
Report faster. Simplify consolidation. Ensure compliance.
Navigate financial planning challenges
- Consolidate data from different sources
- Shorten planning cycles
- Centralize data collection and planning
- Adjust plans at short notice
![Screenshot showing the integrated financial planning capabilities of Unit4 FP&A](png/fpa_horizontal-tabbed_module_1_integrated-financial-planning_727x400_v221220.png)
Enhanced analysis and dashboarding
- Integrate data from different sources
- View numbers across actuals, plans and forecast
- Drill down to identify root causes and dependencies
- Track performance across key strategic drivers
![Screenshot showing the Reporting, Analysis & Dashboarding capabilities of Unit4 FP&A](png/fpa_horizontal-tabbed_module_2_reporting-analysis-dashboarding_727x400_v221220.png)
Cross functional people planning
- Consistent, collaborative, agile and accurate planning
- More granular employee level planning
- Increased workforce analytics
- Combine workforce planning with financial and operational planning
![Screenshot showing the People Planning & Analytics capabilities of Unit4 FP&A](png/fpa_horizontal-tabbed_module_3_people-planning-analytics_727x400_v221220.png)
A single system for financial consolidation
- Integrate with ERP systems to easily consolidate financial data
- Consistency for consolidators, auditors, FP&A and leadership
- Time-saving with resource savings for group reporting
- Meet accountancy standards across complex organizational structures
![Screenshot showing the Financial Consolidation capabilities of Unit4 FP&A](png/fpa_horizontal-tabbed_module_4_financial-consolidation_727x400_v221220.png)
Regain control, compliance and transparency for IFRS regulations
- Collect, structure and document existing and future leasing contracts
- Connect ERP and FP&A with consolidation systems
- Greater insights on leasing contracts on balance sheet, P&L and KPIs
- Support for simulations, analysis, and visualizations
![Screenshot showing the IFRS 16 capabilities of Unit4 FP&A](png/fpa_horizontal-tabbed_module_5_ifrs-16_727x400_v221220.png)
Prepare for mandatory ESG Reporting
- Collect, analyze and report ESG data in one location.
- Support compliance with statutory reporting requirements.
- Make more informed decisions to drive positive environmental and social impacts.
![Screenshot showcasing Unit4 FP&A's ESG capabilities](png/fpa_horizontal-tabbed_module_esg_727x400_v240404.png)
Plan smarter. Budget robustly. Forecast accurately.
Watch our 90-second explainer and see how our flexible FP&A software can help your organization thrive.
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Collaborate – Strengthen partnerships across your organizational functions.
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Optimize – Unify all data, ensuring consistency in financial consolidation and reporting.
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Navigate – Reduce risk and respond with agility to uncertain market conditions.
A flexible and scalable solution
Our cloud FP&A software enables smarter planning, budgeting & forecasting, reporting & analytics. Saving you time in meeting global accounting standards.
3 great reasons to have your FP&A in the cloud:
- Efficiency and flexibility – a cloud environment makes working together easier and everyone more efficient and flexible.
- Better decisions faster – the cloud lets you keep focused on your "core business" – and helps you make better decisions.
- Reduce upgrade costs – the cloud speeds up innovation and digital transformation while keeping upgrade costs down.
![graphic summarizing the key advantages of Unit4 FP&A in the cloud](webp/fpa_en-visual-an-integrated-cloud-solution-for-extended-planning_1152x634.png9317.webp?itok=E2TVtV22)
#1 rated FP&A software by many industry analysts
BARC: The Planning Survey 2024
Unit4 FP&A receives 16 leading positions and 4 top ranks in the BARC Planning Survey 2024.
![3D image of an award](/sites/default/files/styles/small_card_desktop/public/images/product-pages/budget-and-forecasting-software/small-card_desktop_FPA_BARC_the-planning-survey_2024_v240506.png.webp?itok=XtWDncCY)
Nucleus Research: The Value of Unit4 FP&A
Nucleus praises Unit4 as a key provider of integrated Cloud FP&A. Learn why our customers chose our solutions ahead of 19 others.
![Nucleus report “The Value of Unit4 FP&A”](/sites/default/files/styles/small_card_desktop/public/images/product-pages/budget-and-forecasting-software/small-card_desktop_FPA_Nuclues_2024_v240507.png.webp?itok=rvOi98uU)
Dresner Industry Excellence Awards 2023
Unit4 FP&A has been recognized as "Overall Leader" in Enterprise Performance Management based on vendor ratings in Dresner’s annual Wisdom of Crowds Market Studies.
![Award on laptop screen](/sites/default/files/styles/small_card_desktop/public/images/product-pages/budget-and-forecasting-software/small-card_desktop_FPA_Dresner_1_v240226.png.webp?itok=cjqfOz4T)
Dresner 2024 Workforce Planning & Analysis Report
Unit4 FP&A has moved to first place in Dresner’s 2024 vendor ratings for Workforce Planning and Analysis tools, ahead of 11 other vendors.
![3D image of an award](/sites/default/files/styles/small_card_desktop/public/images/product-pages/budget-and-forecasting-software/small-card_desktop_FPA_Dresner_2_v240226.png.webp?itok=8Al0GuhL)
Purpose built for your industry
The Unit4 FP&A solution has been specifically tailored for the
financial planning and analysis needs of organizations like yours.
Our bespoke pre-built models include industry reports, dashboard, processes, workflows and other
out-of-the box ready content. Our Industry Models accelerate the time-to-value for our customers
and reduce the onboarding time for our implementations.
Supporting you in your role
![Graphic showing integration between FP&A and ERP](/sites/default/files/styles/_small_feature_desktop/public/images/product-pages/budget-and-forecasting-software/FPA_Credibility-page_ERP-FPA-integration_1440x980a-crop.png.webp?itok=jWU4rhyw)
Achieve more
with your Unit4 solutions
Combine Unit4 FP&A and Unit4 ERP for great results.
Our unified, transparent and agile solution helps you collaborate even better and drive seamlessly aligned operational, strategic and financial planning across your entire organization.
![BARC report thumbnail image](/sites/default/files/styles/_small_feature_desktop/public/images/product-pages/budget-and-forecasting-software/Small-feature-asset-cover-BARC-report-FPA-Software-Selection%E2%80%93is-the-ERP-suppliers-solution-the-better-choice_1440x980_v230331.png.webp?itok=8YuUXfaj)
Unsure how best to
modernize your FP&A?
If you’re struggling to decide between ERP with integrated performance management vs. independent solutions, this report, from leading analyst firm BARC, will help. It walks you through key points on how to choose the right digital FP&A solution for your business.
Building customer success
We're trusted worldwide by organizations that serve people
Unit4 FP&A is a quantum step forward for the Trust. We now benefit from consistent, collaborative, and accurate planning. The automation saves about three weeks during the budget setting process. And it saves us at least one week in terms of pulling all the forecasts together.
Alison Upton
Finance Manager, NHS Bedfordshire Hospitals Foundation Trust
Making a real difference
Here are some examples of the concrete benefits
and savings our customers experience by using
our solutions
100
Excel files and 1 week of effort reduced to 30 minutes and a few clicks
2.5
months' effort saved each year in FP&A processes
30
person-days saved per year by streamlined processes
15%
reduction in report creation time + improved budgeting & forecasting
Success stories
Powering the future
Discover how this nuclear decommissioning organization (formerly known as Magnox) is driving agile, people-centric business change with integrated Unit4 ERP, FP&A, and Talent Management platforms to bolster organization-wide transformation.
Additional resources
![Click to go to our resource page exploring FPA vs Excel](/sites/default/files/styles/_small_feature_desktop/public/images/product-pages/budget-and-forecasting-software/resources/LP-header-no-excel-shutterstock_1871505454_653x490.png.webp?itok=EhLT38sA)
Excel is no longer an appropriate tool for a modern finance function
The inherently siloed design of spreadsheets prevents a single, integrated view of data across business functions. Data consolidation times can also be particularly long and a lack of version history tracking can lead to poor collaboration and inaccuracies.
From financial planner to trusted advisor
Transform FP&A to reimagine what your finance team can do and empower them to lead the way through uncertain times.
![Cover image for "Make your Move From Planner to Trusted Advisor" whitepaper](/sites/default/files/styles/small_card_desktop/public/images/library_item/Tile_resource_cover_web_marketo_Unit4-FP_A-from-planner-to-trusted-advisor_WP201126INT_400x227_v1_0.jpg.webp?itok=NHHDo7d7)
Connecting operations with strategy, financial planning, and analysis
Learn how to connect operations to strategy with an integrated ERP and FP&A solution for more trust and faster decisions.
![Smiling woman hugging a laptop](/sites/default/files/styles/small_card_desktop/public/images/product-pages/budget-and-forecasting-software/Small_card_webinar_FPA_webinar-connecting-operations-with-strategy-financial-planning-and-analysis_1162x726_v230413.jpg.webp?itok=jZwHsKng)
Looking for one of our other Unit4 solutions?
Some of our product names have had makeovers in recent times:
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Unit4 Enterprise Resource Planning (ERP) is the new name for Unit4 Business World, which was also known for many years as Unit4 Agresso.
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Unit4 Financial Planning & Analysis (FP&A) is the new name for Unit4 Prevero.
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Unit4 Talent Management is the new name for our intuo talent enablement software. It is part of the Unit4 Human Capital Management (HCM) suite.
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Unit4 Financials by Coda was also known for many years as Unit4 Coda.