Financial planning and analysis software - Unit4

Financial Planning & Analysis Software

Our intelligent FP&A software solutions free your teams to spend more time delivering insights and creating value for the business. We help you understand the numbers more deeply and then turn that insight into action, for better business results.

Guide Your Business

Harness the power of fully aligned teams and Unit4’s intelligent FP&A software to drive success. Our solutions help you by combining automated, AI-infused financial planning and analysis, budget management, and financial forecasting with highly interactive dashboards and powerful, pre-configured models.

Watch our 90-second explainer and see how we can help your organization thrive in fast-changing times.

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    Increase speed and accuracy in planning

    Enable your business to grow and quickly respond to opportunities.

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    Empower and align your teams

    Increase participation in planning throughout the organization.

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    Gain deeper insight for better decision-making

    Draw the big picture and drive better business decisions.

Unit4 Financial Planning & Analysis Delivers

Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter planning, budgeting & forecasting; reporting, visualization & analytics.

Integrated Financial Planning

  • Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.
  • Enhance your budgeting and forecasting with intuitive, high-impact data visualizations, helping you to plan, manage and mitigate risks more effectively.
Screenshot illustrating how Unit4 solutions help customers with financial planning, budgeting and forecasting

Analytics, Reporting & Dashboarding

  • Free up your teams’ time by using AI and self-service tools and analytics to make their daily work simpler and more effective.
  • Analyze, report and share your data quickly and easily, including: drill-down to transactional level; and automated report distribution.
  • Decode the hidden patterns and relationships in historical data to reveal risks and opportunities for your organization.
Screenshot of the Analytics & Reporting module in Unit4 Financial Planning and Analysis

People Planning & Analytics

  • Make better-informed decisions about your people, including how best to deploy them.
  • Align your HR and financial-planning processes to give you greater insight and opportunity.
  • Apply data from your ERP and HCM systems across your organization with ease.
  • Harness analytics to inform your decisions and ensure you always have the right people doing the right things to propel your organization forward.
Screenshot of the People Planning & Analytics module in Unit4 Financial Planning and Analysis

Financial Consolidation

  • Streamline input, simplify intercompany reconciliation and be in control of the group closing process.
  • Leverage the real-life experience and best practices of consolidation experts for a user-friendly, step-by-step workflow.
  • Use intuitive reporting, dashboard and analysis tools to ensure accuracy and pinpoint changes.
Screenshot illustrating how Unit4 solutions help customers with financial consolidation


  • Enable a quick and easy introduction of IFRS 16 with a solution that can be implemented without having to invest a large amount of time and money and that works seamlessly with your ERP or consolidation systems.
  • Identify the effects for each leasing contract on balance sheet, P&L and KPIs with a simple click and use intuitive simulation and analysis options (including visualizations) to see the full picture.
Screenshot illustrating how Unit4 solutions help customers with IFRS 16

Create a Better Way to Work

Unit4’s software-as-a-service platform delivers intelligent enterprise applications on a foundation for your organization to innovate and deliver great experiences. Your people get the flexibility and freedom to have what they need, how, when and where they need it.

  • Swiftly adapt to change with easily reconfigurable tools.

  • Gain smarter workflows by automating back-office tasks in the background.

  • Enable more natural interactions using everyday language through a digital assistant

  • Optimize decision-making and governance with greater visibility and simplified compliance.

Magnox video interview - image of people working on site

Customer Story: Magnox

Cloud ERP and FP&A solutions have enabled this nuclear decommissioning organization to improve efficiency and reduce TCO.

Trusted worldwide by organizations that serve people

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Increase FP&A effectiveness and transform your team

In today’s world, the FP&A function is being asked to play an ever-larger role in the strategy and success of the enterprise. Take a look at our white paper to explore how FP&A departments can deliver useful insights to your organization and elevate the level of trust and respect they can command as a result.

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