Corporate Planner

About Corporate Planner

Corporate Planner is a financial planning and operations management suite designed to help businesses in real estate, healthcare, automotive, manufacturing, and other sectors handle budgeting, forecasting, risk mitigation, performance review, and more. It enables finance teams to analyze the liquidity of assets, automatically optimize cash discounts and interest for cash pooling, and monitor debtor or creditor accounts on a unified platform.

With Corporate Planner’s sales management module, administrators can compare market trends and analyze top-down distributions to plan sales strategies for employees, regions, products or product groups. It includes a human resource management system (HRMS), which lets managers identify staff shortages with scenario planning, track employee development, and automatically import data from existing platforms such as DATEV, Microsoft Dynamics NAV, and SAP. The analytics tool also allows stakeholders to evaluate and visualize financial data using pareto or break-even analysis, variance charts, drill-down reports, and other key metrics.

Corporate Planner facilitates integration with data discovery platforms, QlikView and Qlik Sense, which enables employees to consolidate data from multiple sources to gain business intelligence across processes. Other features include SSL security, a personnel database, account mapping, trend analysis, cost management, reporting, and more.