Redefining modern finance with integrated financial planning

Finance and accounting professionals face mounting pressure to deliver accurate insights swiftly, and though scrutiny from stakeholders is nothing new, relying on disjointed, antiquated legacy systems to deliver those insights is no longer an option. Organizations need an intuitive, easy-to-use application to automate and streamline repetitive tasks, enabling finance and accounting teams to focus on meaningful initiatives while fostering the development and retention of skilled talent.

Anaplan rises to the challenge with our new Integrated Financial Planning (IFP) application. This solution equips finance teams with the technology they need to automate processes and improve decision excellence. Let’s explore how we provide a true IFP system that benefits modern businesses.

Key components of our IFP application

Our commitment to modernizing financial operations globally is demonstrated through our next-generation financial planning platform with financial planning and analysis (FP&A), close and consolidation, disclosure management, and Excel reporting capabilities.

FP&A 

The Anaplan IFP application provides a powerful platform for effective financial management and strategic planning. Through our pre-built Data Hub, we enable finance teams to seamlessly integrate their enterprise resource planning (ERP) platforms and general ledgers (GL) to perform real-time scenario modeling and “what-if” analyses using our patented Hyperblock™ calculation engine, giving you the confidence to assess various financial outcomes. Our solution not only improves forecasting accuracy but also supports informed decision making, essential for driving business performance. 

Quick set-up with our configurator enables rapid implementation of best practice-based processes, such as models, calculations, dashboards, and reports. This reduced implementation time drives faster user adoption across the team and allows for further customization and building of planning models tailored to your specific requirements. 

Financial close and consolidation

The Anaplan IFP application continues to enable finance teams with an accelerated close and consolidation cycle that maintains accuracy and compliance. With our Financial Close and Consolidation application, businesses obtain a single source of truth to gain immediate transparency into their financial health, allowing them to navigate complex scenarios effortlessly. Integrating new acquisitions, intercompany eliminations, foreign currency and more are owned and maintained by finance and accounting through our no-code, cloud-native platform. Our out-of-the-box application scales alongside your business and goes beyond basic starter kits and templates, allowing CFOs and their teams to be up and running quickly without compromising their close cycle.

Reporting 

Effective decision-making hinges on accurate and insightful reporting. Using our direct plug-in with Microsoft Excel, users experience flexibility and familiarity in their reporting practices. With advanced data visualization capabilities and enhanced analytical features, Anaplan XL Reporting generates pixel-perfect reports that are automatically distributed to stakeholders with the most up to date information. Gone are the long nights spent manually updating reports due to last-minute changes. Our solution ensures that any updates in financial data are automatically reflected across the entire system, reducing the risk of inaccuracies and allowing finance teams to deliver real-time insights to CFOs and stakeholders. This automation equips you to make timely, confident decisions without the fear of outdated or inconsistent data.

Disclosure management

Disclosure is a required component for public companies to meet their regulatory mandates. The Anaplan IFP application helps businesses by providing disclosure and narrative reporting capabilities that adhere to all regulatory requirements. Our Disclosure Management application simplifies disclosure and narrative reporting, allowing finance teams to produce board books, lender reports, and investor decks in a fraction of the time. By automating these processes, Anaplan eliminates the errors, risks, and inefficiencies that often plague narrative and statutory reporting, from annual reports to regulatory filings. Additionally, our built-in collaboration features allow organizations to share and control information internally. This helps your team work together effectively to ensure that all financial reports are consistent, transparent, and audit ready.

Step into the future of finance 

The Anaplan IFP application represents a major shift in finance and accounting operations. With a unified view of your financials and advanced scenario planning, we ensure you’re equipped to optimize resources and identify growth drivers — all on a secure, agile, cloud-native platform that supports your evolving business needs.