Features

Streamline and accelerate your financial budgeting and forecasting process with familiar and trusted tools, such as Microsoft Excel, SharePoint and SAP.

Excel driven budget and forecast preparation with seamless integration to SAP

Excel Forms & Worksheets

Excel-driven budget and forecast preparation, review and finalisation, with seamless integration to SAP.

Storage and retrieval of supporting documentation in and outside SAP

Supporting Documentation

Easy attachment, storage and retrieval of supporting worksheets and documentation inside and outside SAP.

Maintain centralized business rules and budgeting assumptions with SAP

Embedded Budgeting Rules & Assumptions

Consistent application of centralised master data validations, business rules and budgeting assumptions.

Functions

Intuitive user-interfaces, easily accessible supporting documents, effective workflows and approvals, and seamless integration to SAP.

Use Excel functionality budgeting and forecasting of SAP and ERP revenue and expenses

Excel-Driven Budgeting & Forecasting

Excel based budgeting and forecasting models for revenue and expenses, using full Excel functionality.

Upload budgets a from Excel directly to SAP and ERP systems

SAP Integration

Live retrieval of actuals and budgets from SAP to Excel. Uploading of budgets and forecasts from Excel directly to SAP, with in-process attachment and retrieval of supporting workbooks and documentation.

Budget , financial reviews and approvals on any device with seamless integration to SAP

Reviews & Approvals

Contextualised budget and forecast reviews and approvals on any device, with supporting documentation and seamless integration to SAP. Fully configurable budget approval workflow with comprehensive notifications and reminders.

Benefits

Productive. Timely. Effective. Compliant.

Easy budget and forecast preparation, review and approval for SAP and ERP systems

Productivity

Facilitates more frequent planning and forecasting. Optimise productivity through easy budget and forecast preparation, review and approval.

Enable direct budget upload from Excel into SAP and reduce approval time

Process Efficiency

Improves budget and forecasting turnaround time and accuracy by allowing direct budget upload and approval by budget owners.

Enforce compliance with budgeting and forecasting policies required in SAP

Compliance

Enforces compliance with budgeting and forecasting policies by providing the ability to monitor, control and easily refine budgeting and forecasting principles.

Pricing

Pricing available on request. Please contact us to discuss your requirements.