Name: Planon Universe for Financial Professionals
Author: Planon

Help Desk

Web and Video Conferencing

Customer Support

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Risk Management

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Digital Banking

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Performance Management (APM)

Archiving

Cloud Cost Management

Cloud Storage

Configuration Management Databases

Data Catalog

Data Lakehouse

Database Performance Monitoring

Email Verification

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Internet Security

Managed IT Service

Mobile Application Performance Monitoring  (APM)

Network Monitoring

Network Performance Monitoring

Observability

Release Management

Software Asset Management

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Domain Registration Services

Email Marketing

Marketing Automation

Native Advertising

Screen and Video Capture

Social Media Management

Social Media Marketing

Survey & Forms Building

Tag Management

Web Analytics

Website Builder

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

API Security

File Integrity Monitoring

Security

3D Modeling

ID Card

Last Mile Delivery

Legal Case Management

Nonprofit Fundraising

Oil and Gas

Rental Property Management

Spreadsheet

Vertical-Specific

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Basic

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Standard

Custom

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Planon Universe for Financial Professionals

1 in 3 accounting software users find it difficult to choose the right tool. Find the best solution for you.

The Buyer’s Guide to Accounting Software

Accounting software automates and streamlines financial management, from core functions like accounts payable and receivable to complex tasks like ledger management and reporting. They are aimed at enhancing accuracy, providing real-time financial insights, and ensuring compliance. Advanced systems integrate with other business tools, supporting everything from expense tracking to payroll. Explore user reviews and comparisons to find the best accounting software for your business.

Planon is a leading global provider of
Smart Sustainable Building Management software. We connect buildings, people
and processes, by eliminating data silos and aligning solutions into one shared
information platform. By that, we empower all building stakeholders - users,
owners and service providers - with actionable and meaningful insights. 

We offer an innovative software platform
that combines configurable standard software with state-of-the-art integration
technology, proven best practices and professional services. The Planon platform
includes a secure and reliable cloud service, high-performing IoT technology,
and standardised development tools for customers or third parties. Planon
provides a constantly evolving array of software solutions and best practices
for different types of organisations and users:

<ul><li>Planon Integrated Workplace
Management Solution</li><li>Planon Campus Management
Solution</li><li>Planon Facility Services
Business Solution</li><li>Planon Lease Accounting
Solution</li></ul>



By providing bespoke solutions from one
Planon platform, organisations can immediately benefit from cross-functional
integrations that create process efficiencies and deliver new insights to optimise
their operations.

With four decades of experience Planon has
a proven track record of delivering, implementing and maintaining integrated
software solutions for multinational and local organisations. With over 2,500
customers in 40 countries, Planon can deliver solutions tailored to industry-specific
challenges, for example in finance, government, higher education, retail,
automotive and manufacturing.

Planon

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Cash management

The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.

Bank reconciliation

The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.

Expense management

The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.

Time tracking

The software can track billable and non-billable employee time by project.

Fixed asset management

This includes the ability to track fixed assets (e.g., laptops), including location, check-in and check-out, maintenance scheduling, audit history, specialized property tax period reports, cost and depreciation.

Multi-currency support

The software supports transactions across multiple currencies.

Multi-division support

The software is flexible and supports bookkeeping practices along multiple dimensions such as locations, branches or products.

Regulations compliance

The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.

Electronic tax filing

The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.

Self-service portal

The software provides online portals for certain stakeholders to find information relevant to them, such as employees, vendors and customers.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Intercompany Accounting

Automatically balance and reconcile GL for intercompany transactions

Localizations

Meet reporting requirements with country-specific localizations

Journals and Reconciliations

Automate and synchronize ledgers and processes

Enterprise Accounting

Create accounting for disconnected ERP and non-accounting source systems

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Centralized Rules Framework

Integrate disparate ERP and transactional systems into single ERP instance

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Manufacturing module

The software helps track and manage raw materials, work-in-progress items, and finished goods.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

End-to-end order visibility

Get updates on orders, inventory, shipments, planned supply, and invoices, and improve the quality of decisions through in-context analytics

Order exception Resolution

Monitor fulfillment tasks and resolve issues, view and evaluate varios options via what-if analysis and define and enforce change order rules

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Salary revision and increment management

Salary revision is the ability to modify individual employee pay.

Reimbursement management

Reimbursement management provides cash reimbursement for employee expenses related to business travel or other.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Planon Universe for Financial Professionals

Overview

What is Planon Universe for Financial Professionals?