Start with your files. Connect more when you are ready.
Start FP&A with uploaded files or direct entry, then connect business systems and publish agreed planning data into a Fabric lakehouse.
0:59 · Product walkthroughDemonstration data and modelled examples. Results shown are not achieved customer results.
Video transcript (automatic)
You don't have to connect every system to get started. Use FP&A as a standalone workspace, uploading files or entering data directly. Start with a ready-to-use foundation, then configure the planning structure, terminology, and approval routes around your organization. And where your process needs more, we can tailor the workflows with you. When you need the wider picture, connect your business data directly into FP&A. Bring ERP, CRM, finance, and operational data alongside your plans for a fuller view. Connections and mappings are configured for your environment. You can also publish agreed planning data sets into a Fabric Lakehouse, ready for your reporting, analytics, and other applications to use. Start standalone or build it into your connected data platform.
Explore this capabilitySee another workflow.
8:34FP&A: from performance to a plan
Follow a performance gap into budgeting, rolling forecasts, workforce costs, cash planning and approval workflows.
8:58Aurelia: a business application in action
Explore reporting, financial evidence, custom models and email briefings in one connected business application.
0:41From the performance gap to the next action
Follow an EBITDA gap into its supporting accounts, then connect the response to initiatives and accountable owners.