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Financial Planning

State-of-the-art corporate performance management with Financial Planning.

Rethink how you do financial planning – spend less time on routine and repetitive work and spend more time as a valued business partner. Organizations using manual and disconnected planning processes suffer from lack of agility, fragmented analytical silos, and lack of confidence in data accuracy. The ability to quickly and intelligently forecast and plan for the future is a critical dimension of a company’s efforts to meet demand and serve customers. The Cresco International financial planning automation solution combines tech-driven delivery with high-impact management consulting, to provide a participative and continuous corporate planning methodology that is truly integrated across the enterprise.

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Reduce planning, forecasting, and analysis cycles. Get real-time insights to make more informed decisions.

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Synchronize processes and data across the organization to create more accurate, integrated plans.

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Easily adjust plans and forecasts in real-time to adapt to changing business strategies and conditions.

In your holding company, you must have recognized the huge need for a financial performance management platform that eases the acquisition integration better, faster and easier. This need is specially evident when acquired companies come with different general ledger, reporting and other data sources. Our customized solutions make this transition better, even with limited operating resources. We fast-track implementation of the software, test your data, even train your people to leverage the power of such financial platforms.

AI Planning

Take clear advantage of the automated model creation and cognitive enhancements in our planning tools to help you financial planning process. Automatically detect unusual time events and obtain clarity with our natural language insights.

Enhanced Collaboration

Eliminate the planning silos in your company and synchronize the planning process with our sophisticated planning tools and delivery methods.  We provide you with the right tools and the right process to get the most from your FP&A practices.

Multi-Dimensional Data

Consider an example where you want to analyze sales that can be analyzed by products, scenario (actual versus budget), measures (units, dollar sales, and discounts), and time. These four dimensions identify how the data is organized for efficient processing.

Supercharge Excel

You can use Microsoft Excel with Planning Analytics data sources to enter and write back values to cubes. This enables Microsoft Excel users to directly access centrally controlled and secured information for improved decision-making.

IBM Planning Analytics Trial

Request a free trial for IBM Planning Analytics today! With this powerful tool, you can elevate your spreadsheet usage by overcoming the limitations of manual planning. It offers a unified and secure dashboard where you can visualize real-time, accurate data, fostering collaboration among team members. The software allows you to conduct real-time analysis of extensive data from multiple sources, empowering you to share your insights effectively through built-in reporting features. Moreover, IBM Planning Analytics enables you to generate more accurate forecasts by exploring unlimited 'what-if' scenarios and testing your assumptions, ultimately leading to informed decision-making.

Need Technical Support for Financial Planning?

Save money on full-time resources by choosing a support package that fits your usage pattern! Our support service is a monthly chunk of hours that you can leverage for one or more resources, working full-time or part-time, to ensure you have someone to call upon when you need them. With us, you’ll receive:

A certified consultant that is up to date with the latest and greatest product features, use cases, and best practices.

Guaranteed global support coverage when you need it, 24/7 for 365 days a year.

Speedy resolution times (as fast as 1 hour!).


Operations Support

Proactive maintenance that can optimize costs and ensure reliability.

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Configuration & Setup

Assistance configuring and tuning for peak utility and performance.


Client Success

A client success manager who can help with escalation, strategy, and other Cresco services.

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User Support

Direct support of your users and the devices they use to access services.

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Financial Planning Advisory

Value-added services that help maximize your software investments.

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Flexible solutions that grow when you do, even during peak season.

Success stories

Read the following Financial Planning success stories to see how our chosen technologies are used to create maximum value.

First Bank Texas

First Bank Texas realized that its financial planning processes relied on the experience and insight of key team members. To develop a more robust planning capability, the bank implemented IBM® Planning Analytics, which streamlines the generation of budgets, financial statements, cash flow reporting and trend analysis.

Liberty Mutual

Discover how Liberty Mutual personalized its employee benefits process to provide more choices, greater transparency and cost-saving opportunities to help employees find their best-fit benefits plans.

knowis AG

German software vendor knowis worked with IBM to use the IBM Db2 on Cloud database to support its financial application, giving its customers a lower cost, lower maintenance deployment option, while increasing knowis’ potential customer base.

Avanse Financial Services Limited

A new-age, education-focused NBFC, Avanse Financial Services Ltd is on a mission to provide seamless and affordable education financing to every deserving Indian student. With a vision to establish itself as a customer-centric digitally agile NBFC, Avanse was seeking to move its complete infrastructure to the cloud that would allow it to scale up easily according to the needs of its growing business. Avanse entrusted IBM to lead this transformation, allowing it to focus on profitable growth.

Enento Group

How does the #1 credit info provider in the Nordics inform better financial decisions in real time? It uses Instana to ensure application performance and uptime.

DZee Healthcare Financial Solutions

A healthcare benefits decision support company applies data analytics and machine learning to help employers, benefits advisors and individuals optimize their healthcare plans and reduce their spending.

Do You Have Any Questions About Financial Planning?

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