Book A Demo
Book A Demo
Book A Demo

Smart Software Solutions for Strategic Budgeting, Forecasting & Financial Reporting

 

Say goodbye to scattered spreadsheets and time-consuming processes

Download My FREE Finance GuideRequest A Quote
AA Banner Element
Frustrated accountant overwhelmed with all her excel spreadsheets

Simplify Budgeting, Forecasting & Reporting

Operational budgeting, planning, and forecasting are typically detailed processes which are tedious and time-consuming. Worse still, the consolidated plan often depends on a set of multiple linked Excel spreadsheets and lacks transparency and version control. Corporate Planner OC (Operational Controlling) solves all of these problems simply and reliably and delivers many additional benefits.

Download Our Free Guides

What Are The Benefits?

Flexible modelling of all operational budgets with automatic consolidation in a robust, multi-user database environment.

Workflow, version control, and user roles & rights ensure process efficiency, scheduled tasks and reminders, closely defined user access and data sharing, and the assurance of a ‘single version of the truth.’

Automatic production of your reporting pack through an easily authored and published professional reporting capability, along with a wealth of ad hoc reporting and analysis features.

Platform-independent web access for ease of use, with connections to BI and data analysis systems.

Reliable, automatic data import from your source systems, with the added benefit of drilldown capabilities.

Powerful in-built planning methodologies, including top-down, bottom-up, driver-driven, trend analysis, and AI predictive planning, all with simulations and scenario analysis.

How Can It Benefit You?

Save time and resources by preparing budgets with the most recent business data, enabling frequent re-forecasting based on the latest in-year information.

Ensure smoother operations and fewer errors with built-in workflow automation, version control, and seamless collaboration across teams.

Quickly generate professional, consistent reports while maintaining the flexibility for deep-dive analysis with ad hoc capabilities.

Access your data anytime, anywhere, and integrate it with other business intelligence and analytics tools, enhancing accessibility and usability.

Leverage real-time data updates to make informed decisions with accurate, drillable insights at your fingertips.

Speed up planning and enhance accuracy by utilising advanced methodologies tailored to your specific needs, from predictive AI to scenario simulations.

Request My FREE Demo

Put Value-Add Into Your Planning

It’s a curious fact that in most organisations budgeting, planning, forecasting and reporting processes are dependent on outdated technology and have changed little over recent years. The process typically remains manually driven, Excel-based, resource-intensive, time-consuming and potentially unreliable. The result is that budget cycles take many weeks (or months) to complete and when approved, are based on out-of-date business data. It means also, that re-forecasts and scenarios are difficult to run, and therefore not done as frequently as the business requires.

budgeting-software
Corporate Planner OC

Corporate Planner OC

This creates a whole new planning, forecasting and reporting environment which removes the process inefficiencies by enabling users to plan, analyse and report in a robust multi-user database environment. Workflow, version control and user roles and rights ensure a solid foundation. Dynamic automatic consolidation ensures data reliability and a ‘single version of the truth’. Data links to source systems and advanced planning and prediction tools further speed up the process. The net result is faster, more resource efficient, more up-to-date planning data, and hence more time for finance and line managers to ‘add business value’ to their plans, instead of just ‘processing data’.

Download My FREE Finance Guide

Rolling Forecasts, Re-Forecasting And Scenarios

With connection to your source systems, Corporate Planner OC provides a dynamic forecast, enabling you to react quickly to changing situations. Frequent re-forecasting over rolling periods becomes an easy task, thus ensuring you stay informed on the latest state of your business and the markets. Multiple scenarios at both the operational and strategic level are easy and fast to create and to compare, thus enabling you to evaluate risks and opportunities, adding more value to the planning process.

Rolling Forecasts, Re-Forecasting And Scenarios
Teamwork For Performance

Teamwork For Performance

Corporate Planner OC helps build collaborative performance management across your team and line managers in the business. Multi-user access to its dynamically calculating database with links to source systems, in-built planning tools and management reports ensures all users, according to their rights, have access to the same ‘single version of the truth’. Workflow and version control schedules tasks and reminders. The result is that stakeholders from the Executive down to budget holders are better informed and more engaged in the achievement of performance and its management 

Download My FREE Finance Guide

Self-Serve Capability

Corporate Planner OC is a leading business application with process-transforming features, It is used by 5,000 organisations insistent on more efficient and effective FP&A and performance management. Fully scalable, Corporate Planner OC is used by organisations from all sectors, including not-for-profit, ranging in size from SME’s to FTSE 100 companies

Designed with users in mind, Corporate Planner OC is implemented quickly without disruption, and without the need for extensive consultancy and training services. On-going, the cost to the user remains low due to its extensive self-serve capability.

profit and loss planning

Profit & loss planning

management reporting

Management reporting

sales budgeting

Sales budgeting

staff planning

Staff planning

project costing

Project costing

integrated financial planning

Integrated financial planning

financial consolidation

Financial consolidation

business intelligence

Business intelligence

activity-based costing

Activity-based costing

strategic planning

Strategic planning

Request A Quote

Integrated P&L, Balance Sheet and Cash Flow Extension

In any organisation, the detailed integrated planning and reporting of balance sheet and cash flow with P&L is one of the most important administration tasks. The Corporate Planner Finance extension with its easily configured logic blocks which provide a dynamic link between the P&L, balance sheet and cash flow statement brings transparency to the cause-and-effect relationships and transforms the power and speed of balance sheet and cash flow planning and reporting.

Learn More
Account-Ability Image
Seamlessly Connected To Your System Environment

Seamlessly Connected to Your System Environment

Our Corporate Planner solutions not only allow you to report, model and plan every financial aspect of your business, they can also connect to any of your pre-systems – ERP systems, software for financial and cost accounting, and the payroll processing software used in human resource management, for instance. These reliable connections enable automated data transfer and provide drill-down to transactions and vouchers.

Learn More

Download the Corporate Planner Operational Management Guide

Whether you're a growing business or a large organisation, producing accurate financial plans, insightful analysis, and reliable reports is essential. The guide shows you how to take your FP&A processes to the next level—with speed, precision, and control.

Fill out the form to download the guide and see how it can help you turn financial data into actionable strategy.

corporate-planner-operational-management-guide
"The Corporate Planning Software has made our corporate performance management so automatic that we can concentrate much more on developing our department"
“The import function is perfect for connecting our data from other systems. Thanks to the flexibility of the structure, iy's easy to depic changes in our business model or the business environment.”
“As the users started working with the software, their appetite increased, and we received more and more new suggestions and requests from all over the world.”
“Importing the data automatically has saved us ten days' work per year. It has also reduced the risk of errors, commonly associated with manual importts, to a minimum.”

Book a FREE Demo of Our Software

Our Corporate Planner solutions ease time and resource pressures while providing management with timely, accurate insights. With seamless integration to your existing systems, automated data transfers, and drill-down capabilities, you save time, reduce errors, and access the structured information needed for smarter decision-making. 

Reliable
Quicker
Resource-Efficient
Related Articles

From Our Blog

Stay up to date with what is new in our industry, learn more about the upcoming products and events.

The Test Of Budgeting Software Comes After The Budget Is Approved
Business team analysing financial charts and data on a budgeting software for informed decision-making.
BLOG

The Test Of Budgeting Software Comes After The Budget Is Approved

Sep 15, 2026, 10:00:01 AM 3 min read
Rolling Forecasts, Accountability And AI: Connecting Financial, Operational And Strategic Planning
A woman uses a calculator while reviewing financial figures as part of the business planning process.
BLOG

Rolling Forecasts, Accountability And AI: Connecting Financial, Operational And Strategic Planning

Sep 10, 2026, 11:00:00 AM 3 min read
How To Reduce Financial Risk Through Better Scenario Planning In Universities
Two business professionals doing collaborative scenario planning in universities needed to reduce financial risk and improve decision-making.
BLOG

How To Reduce Financial Risk Through Better Scenario Planning In Universities

Aug 13, 2026, 12:21:13 PM 4 min read
View More Blog Posts