Budgeting and Planning made better for finance

There is an easier, more accurate and efficient way to budget and plan.

Budgeting and planning icon

Do you dread the annual budgeting cycle?

Spend countless unproductive hours fixing up and consolidating error prone spreadsheets? Yet after months of hard work, you know that once the budget is complete, it is essentially outdated and cannot truly be relied upon.

Many finance teams get to a point of frustration and wonder – surely there is a better way to do this!

This is where the difference is. Successful organisations understand the limits of using Excel, and when it is time to leverage Budgeting and Planning solutions to make planning, reporting and analysis a lot easier and more accurate.

Partnering with the office of finance

QMetrix has worked with companies across not-for-profit, government, healthcare, finance, manufacturing transport, and logistics and many other industries.

Get to know our process and why clients recommend us. Watch the video to get to know QMetrix and how we partner with the office of finance to bring transformational value.

Frequently asked questions

Have a query about CPM? Check out our frequently asked questions and see if we can answer it, if not reach out and we'd be happy to chat.

Why do you need an FPA tool?

With the right solution, you can free up and empower your finance team to focus more on the value-add activities to partner with the business, and at the same time allow the wider business to be more accountable to track against their plans.

With the right Budgeting and Planning solution you can:

  • Overcome limitations of Excel spreadsheets
  • Cut your budgeting cycle time by at least 50%
  • Have the ability to actually do rolling forecasts and higher frequency planning
  • Automatically consolidate budget figures across multiple contributors in real time
  • Manage collaboration with workflow
  • Budget and plan either top down or bottom up
  • Centralise control of versions with a full audit trail
  • Model up driver-based calculation

Budgeting and Planning is an essential part of any business – you can’t get away from it. When done poorly, the plan loses meaning and can be a hindrance to finance and the wider business.

But when done well, it enables finance and the entire business to truly measure, track and deliver performance.

CPM statistics: 76% of managers can't access the right information and 88% of spreadsheets contain serious errors

Budgeting and Planning solutions

QMetrix works with market leading enterprise Budgeting and Planning software, Workday Adaptive Planning.

Workday Adaptive Planning logo
QMetrix is 2024 APJ Workday Adaptive Planning Partner of the Year
Workday Channel Partner Platinum Solution Provider logo

Workday Adaptive Planning

Workday Adaptive Planning (formerly known as Adaptive Insights) is a leading cloud based Corporate Performance Management (CPM) solution that enables organisations to conduct continuous planning, reporting and analysis. With a heavy focus on usability and accessibility, Workday Adaptive Planning makes planning easy and empowers your finance team to better support the business and drive efficiencies. Workday Adaptive Planning is rated as a top performer on sites like Gartner, TrustRadius and G2 Crowd based on its features and high customer satisfaction rating. In 2023, it was highly rated by customers on Gartner.

As professional accountants, we understand you

In today’s constantly changing business environment, it is critical to look forward and anticipate, and be able to move at the speed of business.

At QMetrix, our consultants are professional accountants (CA/CPA) who get why you need accurate and timely planning. We can help you leverage corporate budgeting software to solve your corporate budgeting, forecasting and long-range planning challenges.

We bring our cross-industry insights, expertise and best practice methodologies to enable your finance team to think differently and implement planning models that your organisation will actually want to use.

If you are unsure if the technology is right for you, no worries – let’s chat about your business and needs, and we will be able to advise you from there.

Our team members Michael, Brett and Dave sitting on a sofa in our office

Transforming Finance with QMetrix

QMetrix can elevate your budgeting, forecasting, and planning processes, making data-driven decisions easier than ever for finance teams everywhere.

We’ve worked with organisations including Airtasker, Beyond Blue, Bevilles, cohealth, Golf Australia, nib Health and Defence Health. Find out why they’ve chosen to work with QMetrix and how we can help you too.

Some of our clients

blastone international logo
Bevilles logo
Catapult Sport logo
cohealth logo
Defence Health logo
Beyond Blue Logo
Bepoz logo
architectus logo
Airtasker transparent
WEB funlab logo
nib health funds
Bellamy Organic
golf australia logo new

No more frustrating spreadsheets and cycles

Make budgeting and planning easier, more accurate and efficient for finance.

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