Model the drivers
Build structured plans for revenue, people, costs, inventory, cash and capital.
CONNECTED ENTERPRISE FINANCIAL PLANNING
Plan the future. Prove the numbers.
Connect budgets, rolling forecasts and operational decisions to traceable financial outcomes. One governed workspace for finance leaders, business teams and independent reviewers.
Linked to source evidence
Independent financial review
Version-bound reporting
Financial Planning StudioPlan · Forecast · Control
PLANNING PERFORMANCE
Jan – JunBudget meets execution.
Approved plan Revised forecast
Source lineageAssumptions → result
Review controlMaker → checker
Conceptual display · Not live financial data
MODELDetailed drivers and assumptions
CONTROLReviewed, versioned decisions
CONNECTOperational and finance handoffs
WHY FINPLAN360 / 01
A planning system built for how businesses actually operate.
Traditional budgets describe targets. FinPlan360 connects the assumptions behind those targets with financial statements, funding decisions and accountable review.
Approve with evidence
Reconcile, challenge and independently approve the exact financial revision.
See the consequence
Bring actuals, commitments and future scenarios into the same management view.
FINANCIAL PLANNING STUDIO / 02
One workspace. Every planning discipline.
Move between finance-owned models and operational schedules without losing the context, source or approval status of a decision.
Finance-owned planning, from structure to sign-off.
Configure reviewed dimensions, hierarchies and fiscal calendars. Build departmental budgets with accountable contributors, dates, revisions and independent financial review.
Model→Contribute→Reconcile→Approve
- Versioned model definitions and typed formulas
- Budget cycles, assignments and controlled approvals
- Actuals cutoff, rolling forecasts and comparisons
Turn operating activity into financial expectations.
Model bookings, billings and collection timing; plan positions, salary and benefits; connect demand, capacity, inventory values and vendor contracts.
Demand→Delivery→Revenue→Cash
- Commercial and recurring-revenue schedules
- Headcount, FTE, employer costs and OPEX
- Inventory, backlog, prepayments and accruals
Make liquidity and investment decisions visible.
Combine dated cash events, debt servicing and current-tax assumptions with capital projects, depreciation, reserve funding and investment alternatives.
Funding→Commit→Deliver→Review
- Daily-to-weekly and monthly cash bridges
- Debt draws, repayments, rates and covenants
- Asset economics, reserves, NPV, IRR and payback
Bring decisions together without widening access.
Use separately authorized entity submissions for management group planning, then review source-bound financial results and preserved report books.
Entity→Group→Report→Explain
- Explicit FX assumptions and matched eliminations
- Validated JSON, CSV, XLSX, HTML and PDF output
- Forecast evaluations and reviewed AI proposals
Native financial statements remain monthly. Retail calendars, group rollups and AI studies have defined limits; statutory consolidation, commissioned inference and payment execution are separate capabilities.
BUDGET & COMMITMENT CONTROL / 03
Close the gap between an approved plan and actual spend.
FinPlan360 connects approved funding envelopes to reservations, commitments, invoices and reconciled availability. The controls are designed to prevent double-counting and keep amendments traceable.
✓ Approved, version-bound funding
✓ Atomic reservation of available budget
✓ Invoices, credits and reversal reconciliation
Explore the funding workflow
FINANCIAL CONTROL MODELBudget availability
EXAMPLE ONLYAVAILABLE TO ALLOCATE$80,000after actuals and outstanding commitments
- Approved budget
- $100,000
- Posted actuals
- − $12,000
- Outstanding commitments
- − $8,000
- Remaining availability
- $80,000
Illustrative arithmetic; no customer account, live balance or approved budget is shown.
THE GOVERNED PLANNING CYCLE / 04
Every stage has an owner. Every figure has a history.
A clear operational sequence keeps users oriented and finance in control, from the first source to the latest approved report.
- 01
Set the context
Select entity, period, source, model and financial assumptions.
- 02
Build the case
Plan revenue, people, costs, cash and capital with exact calculations.
- 03
Review & approve
Reconcile exceptions, resolve comments and preserve the reviewed version.
- 04
Monitor & revise
Compare actuals, commitments and scenarios to the approved baseline.
THE NUMERISH ECOSYSTEM / 05
Financial planning works better when systems share context.
Connect finance to the platform without confusing planned outcomes, queued events or provider configuration with a completed business transaction.
The financial planning layerModel · Review · Forecast · Report360
ERP360 IdentityRoles, entities, permissions and recent MFA
A
Accounting360Source-bound actuals, mappings and FX evidence
C
Community360Governed planning intake and acknowledgment
F
FacilityOps360 & Assets360Maintenance and asset economics where integrated
N
Notification360 & PricingHubGoverned events, entitlements and commercial terms
Integration availability depends on configured source authority, receipt verification and customer acceptance. Financial posting, payment settlement and live provider delivery remain with their authorized systems.
GOVERNANCE BY DESIGN / 06
Numbers worth trusting. Decisions worth defending.
FinPlan360 brings source and revision integrity into the day-to-day finance workflow. Trace a reported figure back to its inputs, calculation assumptions, authority and independent decision.
Discuss your governance requirementsIndependent maker/checker reviewSeparate financial preparation from approval.
Immutable approved versionsPreserve the inputs, rules and source evidence behind decisions.
Tenant and entity scopeCheck current authority across screens, exports and group reports.
Human-controlled AI proposalsAI can propose a draft, not approve or post the financial result.
DESIGNED FOR FINANCIAL RESPONSIBILITY / 07
Different teams. Shared financial discipline.
Common calculation and approval controls, adapted to the organization's actual structures and permitted scope.
Finance & operating teams
Department budgets, operating drivers, investment cases and forecasts.
Accounting & finance advisers
Scoped client engagements, planning review and portfolio oversight.
Public finance units
Fund and programme planning under approved public-sector rules.
QUESTIONS & ANSWERS / 08
Practical answers for finance leaders.
Explore the product's planning scope, approval model and connected platform.
How does FinPlan360 handle financial approvals?
Plans follow controlled revisions, reconciliation and independent review. Approved financial versions preserve source-linked calculations and decisions; future changes create reviewed amendments rather than silently rewriting history.
Can we plan across multiple business entities?
Yes, for authorized entity plans and management group reporting. Group source packages must be separately approved and accessed. Statutory acquisitions, complex ownership and full legal consolidation need their own accepted accounting workflows.
Does FinPlan360 replace Accounting360 or execute payments?
No. FinPlan360 is the financial planning and control layer. Accounting360 remains authoritative for posted actuals, and bank, payroll, tax and payment execution are separately governed services.
Can AI automatically change or approve budgets?
No. Evaluated forecasts and grounded proposals support planning discussions, but reviewed AI suggestions only create unapproved drafts. External inference requires commissioning, and financial approval remains with authorized users.
Where can I see pricing and request access?
Use PricingHub for centrally managed product terms or request a guided demonstration. Access and checkout depend on the necessary enterprise release and customer provisioning approvals.
NUMERISH FINPLAN360 ENTERPRISE AI
Build a plan your entire business can stand behind.
Explore how real financial workflows connect models, approvals, funding and management decisions.
FINANCIAL CLARITYBY DESIGN
Availability, external connectors and checkout remain subject to enterprise release controls and commissioning. Product visuals use illustrative sample data. Explore Workflow Adviser AI for product guidance.