PlanIt was designed to eliminate many of the time-consuming and error-prone processes associated with building budget models using spreadsheets.
Intuitive Interface
Simple spreadsheet style
No formulas or macros
Can be used by non-financial personnel
Drill-Down to view and modify budget detail
Tab to views for P&L, Capital, Headcount, Products, Balance Sheet & Cash Flow

Consolidations
Slice and dice
Flexible & Dynamic Departmental structures
Unlimited Consolidation & Sub-Consol Views
Auto-Add new departments to Total Company
Changes immediately reflected in schedules

Budgeting
Integrated P&L, Balance Sheet and Cash Flow
Bottom-Up and/or Top-Down planning
Track monthly, Quarterly and Yearly budgets by Department, Scenario, Product, Customer, and Account item for up to 6 years
Fiscal year based budgeting
Multi-Currency
Easy to use worksheets for entering plan items

Multi-User Security
User-Level Security
Define cost center access by Role
User may be assigned rights as an Administrator, Planner or Viewer

Forecasting
Dynamic Rolling Forecasts
Store multiple budget & forecast versions
Merge Actuals with your budget
Forecast P&L, Headcount, BS & CF schedules

Powerful Modeling
Planning Object patent-pending technology
Rapid creation of budgets and forecasts
Encapsulates business knowledge
Easy to understand & use for non-accountants
Rules Engine for triggering events
Plan The Way You Think

Performance Reporting
Complement and/or extend existing accounting system management reporting
Unified way of viewing and comparing Actuals, Forecasts and Budgets.
Compare any scenarios or consolidations
Track performance and analyze trends
Distribute BvA reports to managers quickly
Uses Crystal Reports to print or deliver high quality PDF formats

Systems Integration
Import financials from any accounting system into PlanIt, for accurate forecasting & monthly performance reporting.
Load P&L, Balance Sheet & Headcount
Simple yet flexible import screen
Import from formats such as Excel, QuickBooks, Great Plains...
Export PlanIt schedules & data to a number of formats including Excel, PDF & Word.

What-If Analysis
Run multiple iterations of future plans
Prepare for Expansion and Reduction
Combine scenarios using consolidations
Retains visibility to individual what-ifs
Unlimited Scenarios & Consolidations