Corporate Planner

Corporate Planner is a financial planning and reporting software solution offered by Account-Ability Ltd. According to the vendor, the software is designed to streamline budgeting, planning, forecasting, and reporting processes for small, medium, and large organizations. It is used by finance professionals, controllers, financial analysts, budgeting and planning managers, and businesses in industries such as Higher Education, Transport & Logistics, Automotive Trade, Housing & Real Estate, and Health & Social Care.

Key Features

Integrated Financial Planning: According to the vendor, Corporate Planner provides tools for financial planning and cash flow management, aiming to ensure company liquidity. It is said to offer a more efficient and accurate planning solution, replacing complex Excel models. The software supports multi-year analysis, scenario planning, and detailed TRAC reporting.

Budgeting, Planning, and Reporting Solutions: The software solution is said to offer dedicated budgeting and reporting solutions for businesses of all sizes. According to the vendor, it helps produce financial planning and analysis, enabling better decision-making. The software is claimed to streamline budgeting and forecasting processes, reducing resource-intensiveness. It also incorporates automated self-serve web-based reporting for improved financial sustainability.

Financial Consolidation Solution: Corporate Planner is said to help prepare accurate consolidated financial statements across a group of companies. According to the vendor, it streamlines the financial consolidation process, reducing errors and saving time. The software provides a clear view of financial performance across the group and ensures compliance with accounting standards and regulations.

Sales Forecasting Solution: According to the vendor, this feature enables businesses to predict their sales pipeline and forecast revenue. It serves as a starting point for financial plans, budgets, and forecasts. Accurate sales projections are claimed to help businesses make informed decisions and improve the reliability of their sales forecasting.

Balance Sheet & Cash Flow Planning Solution: Corporate Planner offers tools for balance sheet and cash flow planning, aiming to help organizations effectively manage their financial resources. According to the vendor, it assists businesses in understanding the impact of various factors on their balance sheet and cash flow. This feature is claimed to support better financial decision-making and risk management.