Budgeting and Forecasting solutions

Get past the limitations of Excel

Equip your team with dynamic, driver-based planning and rolling forecasts. Spend less time validating numbers and more time supporting confident, data-driven decision-making.

Finance Solutions Budgeting & Forecasting Solutions

The cost of static planning

Excel limits financial agility. Finance professionals are too often held back by manual, time-consuming tasks. But forecast cycles shouldn’t tie your team up for months, every year.

  • Unreliable data: Constant risk of human error, broken links, and inconsistent numbers across siloed files creates trust issues
  • Slow decision-making: When processes take days, forecasts are outdated by the time they are presented, slowing business agility
  • Lack of collaboration: Spreadsheets limit the involvement of the wider business in planning activities, making finance the bottle-neck and reducing visibility across departments

Gain clarity over your planning cycle

We help you transition from reactive “collection and consolidation” to active planning. We build scalable driver-based models, allowing teams to update variables and instantly see downstream impacts on revenue and margins. We help you move from static spreadsheets to true financial agility.

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Faster
budgeting

Significant reduction in budgeting cycle time

Rolling
forecasts

More forecasting cycles and greater accuracy via driver-based logic

Scenario modelling

Quickly run “what-if” scenarios to understand implications before they occur

Automated consolidation

Drastically reduce manual effort and eliminate version control issues

Budgeting solutions for finance teams

We deliver solutions using Workday Adaptive Planning, a market-leading cloud technology for budgeting, forecasting and planning. Unlike legacy tools requiring heavy coding, Workday Adaptive Planning is intuitive, easy to use and designed to be owned by finance teams – not IT.

Learn about Workday Adaptive Planning

Why QMetrix

Trust built on a proven track record

QMetrix empowers finance teams to gain clarity and operate with agility. We bring a strong blend of finance expertise, business acumen, and modelling skills. We listen, challenge assumptions, and build best practice solutions that work for your unique business.

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Deep Finance expertise

We are CA/CPA qualified professionals who understand finance challenges and solutions that truly work

Trusted by clients

We have implemented 100+ solutions for finance teams and have 25+ published case studies

Award-winning quality

We have been awarded Workday Adaptive Planning Partner of the Year in APAC in 2024 and 2025.. We are also ISO/IEC 27001 certified

We’ve had consultants who tried to give us bandages to fix cuts, but I wanted to get to the root of the problem and stop cuts from happening altogether. QMetrix upholds that kind of standard and I appreciate that. It’s a continual journey of innovation and learning, and we are so glad to be partnering with QMetrix on this journey.

Natasha Jalani

Finance Manager
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As accountants and finance people, we all love Excel. Adaptive Planning has the same look and feel as Excel, and the ability to write and extract reports as required is also beneficial. We now have more analytical ability to delve deeper into the business and its financial performance.

Adrian Pasa

Group Finance and Commercial Manager
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We have moved onto the one system for marketing and managing fan data. Not only is this efficient, each business can gain extra value in their data from the matching and harmonisation process. And best of all, there is transparency.

Data team member

Cricket Australia
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We wanted something that would work for us now, and also into the future. That’s why we chose Adaptive Planning. What really secured it for us was QMetrix and its people, whom we felt could support us in the best way to achieve our goals and the process.

Anthony Young

Financial Controller
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We no longer have to manually source, integrate and align data from multiple systems to get what we need. Now, it’s like we are being handed data on a silver platter! The data is there – we can just use it. It has increased accessibility and useability, made analytics and reporting much easier, and we can trust it for decision making.

Senior Data Analyst

Large energy producer in Australia
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Learn how this government education organisation gained a full lifecycle view of students, staff and schools. They were enabled by an upgraded Master Data Management platform, which also provided a solid foundation for modernising their technology stack.

Master Data Management

Government education
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“The beauty of now having it all in Adaptive is I’ve got my consolidation and actuals all going through one platform. I’ve got my budget and my forecast – all going through one system… It is a game changer for me. So that is, I can get a new version created, I can tinker at the bottom up view, make some higher level changes on assumptions and forecast done. It’s great.”

Cindy Gregory

CFO
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“We have Power BI capability, but QMetrix broadened our horizon of what a good Power BI dashboard can and should do. We learnt a lot of best practice principles from them, and they showed us how dashboards can be designed to be truly meaningful, useful and impactful.”

Melissa Trute

Data Services Manager
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“From guiding us through the licensing that best fit our needs to mentoring on best practice implementation methods, we have known QMetrix to be helpful, knowledgable and responsive to our needs. ”

Andrew Holgate

Applications Manager
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“We now have master data we can trust, save hours upon hours of time, and more easily get insights that the business can build on. Profisee has made everything simpler, more straightforward, and trusted… Just a few months in, we already see the benefits.”

Rocco Bagnato

Group Systems Manager
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    Ready to move from spreadsheets
    to true financial agility?

    Start a conversation with our award-winning experts to define a solution for better budgeting and forecasting.

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