Financial Planning

State-of-the-art corporate performance management.

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 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.

Uncover the value in your data

We craft analytics solutions for companies using our combined expertise in technology, strategy formation, and management. We work with your organization to develop a custom solution that works for your infrastructure, skill set, and goals. Engagements range from individual analyses to full data strategies.

Success stories

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.