Enterprise Planning for FP&A teams

Enhance your planning process. Ensure accurate, real-time data. Empower your organization to react at the speed of business. All with the Enterprise Planning Platform.

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91%

finance efficiency

90%

automation of data input

75%

reduction in planning time

Plan for performance.

Accelerate planning cycles

Realize a rapid, seamless planning process that ensures complete alignment among relevant stakeholders.

Enable business partnering

Empower your team with real-time insights needed to strategically guide the organization toward profitable performance.

Focus on delivering insights

Reduce the time spent collecting data and past performance and make your process more agile to drive long-term strategy.

Integrate your processes

Connect data across systems, align departments around one platform, and ensure everyone uses a single version of the truth.

Collaborate flexibly

Allow planners across the organization to simultaneously work together through shared dashboards and a built-in chat interface.

Level up to xP&A

Expand planning beyond the finance function and realize a best practice extended planning and analytics (xP&A) approach.

The ability to have real-time information has been a huge benefit to the organization. It allows for quicker decisions, and it also creates confidence in what my finance team produces with the Executive Leadership Team.

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Solutions that take you from spreadsheet to superhero.

BUDGETING, PLANNING, AND FORECASTING

Futureproof your FP&A.

Seamlessly connect budgeting, planning, and forecasting activities across the organization, saving time by automating repetitive processes and driving visibility, accuracy, and collaboration.

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STRATEGIC LONG-TERM PLANNING

Plan for the future.

Create what-if scenarios in an agile environment that adapts to your company and market’s needs. Formulate long-term goals that translate into actionable plans.

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CAPITAL AND RESOURCE PLANNING

Optimize capital allocation.

Evaluate your capital needs, ensure the best possible use of your resources throughout multi-year project cycles, and rely on real-time and cross-functional data and analysis.

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REPORTING AND ANALYTICS

Real-time business insights.

Analyze performance and profitability, create and customize dashboards in seconds, and simulate the effect of key value driver changes. Stay ahead of the competition by leveraging AI to conduct advanced predictive analysis.

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Integrated Business Planning

Align your decisions to accelerate execution and deliver strategy.

Bridge the gap between finance and operations with a holistic IBP solution that combines the Class A standard IBP process from Oliver Wight with the industry-leading Board Enterprise Planning Platform.

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Don’t just take our word for it.

We are a Leader in the 2024 Gartner® Magic Quadrant™ for Financial Planning Software.

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Board customers achieved 335% ROI with a < 6 month payback period and $57m NPV.

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Built for success.

Solutions are built on the Board Enterprise Planning Platform. It delivers:

The flexibility to adapt at the pace of market change.
The performance of a powerful planning machine that analyzes at scale.
The scalability to incorporate new drivers in a user-friendly application.

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FAQs

Board’s F&A software by itself doesn’t assist with compliance and financial reporting standards. Our Enterprise Planning Platform assists with this through the Board GCR solution. Board CGR meets global reporting requirements while using data for analysis. We comply with US GAAP, IFRS, and local statutory reporting requirements as well as enabling users with self-service reporting and visualizations.

Board’s FP&A software seamlessly integrates with existing financial systems through open APIs and pre-built connectors. It consolidates data from ERP, CRM, and other financial tools, ensuring real-time synchronization, accurate reporting, and smooth workflows across your organization.

Yes, Board’s FP&A software is fully customizable, allowing businesses to tailor dashboards, reports, and workflows to their specific industry needs. Its flexibility ensures seamless integration with existing systems, adapting to unique financial processes and regulatory requirements.

Board offers comprehensive support, including training webinars, on-demand tutorials, user guides, and a dedicated customer success team. Our interactive learning resources, the Board Academy, and our Partner Hub ensure users can quickly adopt and maximize the platform’s capabilities.

Board’s FP&A software centralizes financial and operational data, external data, and reporting, enabling cross-departmental collaboration. Teams can share insights, align forecasts, and make data-driven decisions in real time, improving transparency and efficiency across the organization.

Board employs enterprise-grade security, including encryption, access controls, and compliance with global data protection standards. Role-based permissions and audit trails ensure financial data remains secure and only accessible to authorized users.

Yes, Board’s FP&A software scales with your business, handling increasing data volumes and complexity. Its flexible architecture supports growing financial needs, ensuring seamless performance from startups to large enterprises.

Board supports multi-currency transactions and global financial consolidation, ensuring accurate reporting across different regions. Automated currency conversion and localized compliance features help businesses manage international operations efficiently.

Board offers cloud, on-premises, and hybrid deployment options to fit diverse business needs. Its flexible architecture ensures seamless integration, security, and scalability, whether hosted in the cloud or within an internal IT environment.

FP&A software helps businesses plan, analyze, and forecast financial performance. It integrates data, automates processes, and provides real-time insights to support strategic decision-making. By improving data accuracy and process efficiency, it enables finance teams to share real-time insights and take control of their company’s performance.