Unit4 Financial Planning & Analysis

Business intelligence and corporate performance management

About Unit4 Financial Planning & Analysis

Unit4 Financial Planning & Analysis provides intelligence software solutions for business reporting and financial planning, effective for all areas of business management. The platform supports the sustainable improvement of decision and controlling processes within specialist business sectors such as energy, finance and insurance, manufacturing, airports, retail, and sport. Unit4 FP&A solutions include various modules for performance management, business intelligence, project management planning, and big data.

Unit4 FP&A’s performance management modules provide tools for planning, budgeting and forecasting (PBF), profitability analysis, strategy management, consolidation, reconciliation, and risk management. Users are able to track KPIs and daily performance metrics against strategic plans, as well as gain a better understanding of the financial impact of important business decisions.

The business intelligence solutions include data visualization and reporting, predictive analytics, self-service BI, dashboards, and scorecards. Unit4 helps organizations turn their data into actionable BI and identify the key drivers of profitability and growth. Users can create ad hoc, standard or individual reports that help businesses adapt more quickly to changing market conditions.

Unit4 FP&A project planning software enables users to unify planning with the corporate and departmental process, giving users the ability to identify the impact of any changes to costs, resources, timelines, cash flow and P&L. The big data module connects to a wide variety of data sources and includes planning functions and historical views. Unit4 offers seamless integrations with existing systems including SAP, Excel, and Unit4.

Key benefits of Unit4 Financial Planning & Analysis

  • Unit4 FP&A helps users reduce the number of budget iterations and improves dependability, transparency and control.

  • The solution provides an extensive library of template-driven content for creating analyses, reports, charts and models for specific sectors.

  • Unit4 FP&A's project planning solution enables users to create more simplified and collaborative processes.

  • Unit4 offers in-memory technology, giving users quick access to large amounts of data with frequently changing structures.

  • Unit4 solutions are fully customizable and meet the specific needs of individual market segments and verticals.

  • Devices

    Business size

    S M L

    Images

    Manage the process and make decisions on any device at any time
    prevero delivers a modular performance management environment with flexible business solutions
    Improve budget dependability, transparency and control
    Work collaboratively with a partner, group of partners, subgroup, or with all of entities in the group
    Align data content with familiar visualisation for insightful discovery
    View 6 more
    Unit4 Financial Planning & Analysis video
    Unit4 Financial Planning & Analysis screenshot: Manage the process and make decisions on any device at any time Unit4 Financial Planning & Analysis screenshot: prevero delivers a modular performance management environment with flexible business solutions Unit4 Financial Planning & Analysis screenshot: Improve budget dependability, transparency and control Unit4 Financial Planning & Analysis screenshot: Work collaboratively with a partner, group of partners, subgroup, or with all of entities in the group Unit4 Financial Planning & Analysis screenshot: Align data content with familiar visualisation for insightful discovery

    Features

    Total features of Unit4 Financial Planning & Analysis: 80

    • "What If" Scenarios
    • Accounting Integration
    • Ad hoc Analysis
    • Ad hoc Reporting
    • Asset Management
    • Audit Management
    • Audit Trail
    • Benchmarking
    • Budgeting/Forecasting
    • Business Process Control
    • CRM
    • Cash Management
    • Charting
    • Competitive Analysis
    • Compliance Management
    • Compression
    • Consolidation/Roll-Up
    • Corrective and Preventive Actions (CAPA)
    • Correlation Analysis
    • Customizable Dashboard
    • Dashboard
    • Dashboard Creation
    • Data Connectors
    • Data Import/Export
    • Data Visualization
    • Drag & Drop
    • Dynamic Modeling
    • ERP
    • Exception Reporting
    • Exceptions Management
    • Financial Analysis
    • Financial Management
    • Financial Reporting
    • Forecasting
    • Functions/Calculations
    • General Ledger
    • Goal Setting / Tracking
    • Graphical Data Presentation
    • Income & Balance Sheet
    • Internal Controls Management
    • KPI Monitoring
    • Key Performance Indicators
    • Legal Risk Management
    • Marketing Reports
    • Modeling & Simulation
    • Multi-Company
    • Multi-Department/Project
    • Multiple Data Sources
    • OLAP
    • Operational Risk Management
    • Performance Metrics
    • Planning Tools
    • Predictive Analytics
    • Private Dashboards
    • Profit/Loss Statement
    • Profitability Analysis
    • Progress Reports
    • Project Accounting
    • Project Planning
    • Projections
    • Public Dashboards
    • Qualitative Analysis
    • Quantitative Analysis
    • Reporting/Analytics
    • Reputational Risk Management
    • Risk Assessment
    • Sales Forecasting
    • Sales Reports
    • Sales Trend Analysis
    • Scenario Planning
    • Scheduled / Automated Reports
    • Scorecards
    • Search/Filter
    • Statistical Analysis
    • Strategic Planning
    • Summary Reports
    • Trend / Problem Indicators
    • Version Control
    • Visual Analytics
    • Widgets

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    Reviews

    Overall rating

    4,4 /5
    (9)
    Value for Money
    4,4/5
    Features
    4,4/5
    Ease of Use
    3,7/5
    Customer Support
    4,6/5

    Already have Unit4 Financial Planning & Analysis?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 9
    Tobias S.
    Overall rating
    • Industry: Machinery
    • Company size: 1 001-5 000 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    A great planning solution

    Reviewed on 2017/01/17

    The prevero platform offers a solution tailored to your company's business planning needs. In...

    The prevero platform offers a solution tailored to your company's business planning needs. In addition to ready-to-use modules for planning, a comprehensive adaptation of all logic can be carried out. Because of this, it is possible to react to changing conditions in the planning process at any time. From my point of view an adaption of the logic can not be achieved without the corresponding consultancy service. However, after a training phase an adaptation of the logic can be carried out by the end user. Reports can be created without much effort, and the user interface can be customized to meet your needs. The great user experience is rounded off by a sophisticated authorization system and a great performance.

    Pros

    - adaptability
    - performance
    - GUI

    Response from prevero

    Hi Tobias, thank you for sharing your review of prevero. We were very pleased to hear how happy Optima Packaging is with our flexible and easy to use Planning solution. We look forward to working together in the future.

    Verified Reviewer
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    A very fast way in engineering strategic goals in management control.

    Reviewed on 2017/12/22

    Pros

    1 - easy to be implemented an use
    2 - flexibility
    3 - swift integration with local ERP

    We enrolled Prevero Platform as local BI application for management control with a clear focus on costs projection on a monthly rolling pace. Leveraging system flexibility we were able to handle a switch to a "project" base accountancy matching our strategig view in levereging accuracy and efficacy in our investemnts deployment.

    Cons

    1 - Multi selection not available on filter parameters when launching reports
    2 - The way we move data to excel

    Carlos T.
    Overall rating
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    User of professional planner

    Reviewed on 2017/01/17

    This program makes me very unsure of working with it. Constant fails and troubles. I do not like...

    This program makes me very unsure of working with it. Constant fails and troubles. I do not like it.
    Lots of features, the r no an easy way the working procedure. Big size of the data files makes complicate to work fast.

    Response from prevero

    Hi Carlos,

    We're very sorry to hear about your experience, I've asked one of our team to contact you to see how we can resolve the issues you're facing.

    Kind Regards,
    The prevero Team

    Antonio francesco L.
    Overall rating
    • Industry: Automotive
    • Company size: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    Prevero has allowed us to develop a much simpler budgeting system.

    Reviewed on 2017/12/22

    Pros

    The system is extremely easy to use both during insertion and data consultation. Even the style is pleasant

    Cons

    A development in the organization of the menus and in the description of the fields in the menus is necessary.

    Gabriel B.
    Overall rating
    • Industry: Automotive
    • Company size: 51-200 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Wonderful software

    Reviewed on 2017/01/17

    I have been working with the Prevero software for years and I must say that our accountant can't...

    I have been working with the Prevero software for years and I must say that our accountant can't live without it. Every time there is an upgrade, we are excited about the new features the Prevero software brings to the table.

    Response from prevero

    Hi Gabriel, thank you for sharing your review of prevero. We¿re really happy to hear how essential you find prevero to be for your business and look forward to working together in the future.

    Showing 5 reviews of 9 Read all reviews

    Unit4 Financial Planning & Analysis FAQs

    Below are some frequently asked questions for Unit4 Financial Planning & Analysis.

    Unit4 Financial Planning & Analysis offers the following pricing plans:

    • Starting from:
    • Free Trial: Not Available

    Contact prevero for detailed pricing information.

    We do not have any information about Unit4 Financial Planning & Analysis features

    Unit4 Financial Planning & Analysis has the following typical customers:

    201-500, 501-1 000, 1 001+

    We do not have any information about what languages Unit4 Financial Planning & Analysis supports

    Unit4 Financial Planning & Analysis supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Unit4 Financial Planning & Analysis integrates with the following applications:

    Microsoft Excel

    Unit4 Financial Planning & Analysis offers the following support options:

    Email/Help Desk

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