Financial Planning & Analysis (FP&A) solutions

Finance Solutions Financial Planning & Analysis

QMetrix focuses exclusively on Workday Adaptive Planning as our FP&A tool of choice, and we are specialists who know it inside-out. We ensure your implementation is successful and fully optimised to support your specific financial planning goals.

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Accelerate your Adaptive Planning investment with expert implementation built with best practice.

For current Adaptive Planning users – upgrade your sluggish instance and ensure your existing setup is optimised for peak performance.

Receive ongoing support from our customer success team to continually deliver on your goals and maximise your technology investment.

The FP&A process is smoother, cleaner, easier, and more accurate. We can now get better insights in a quicker time, have a continuous rolling forecast, and plan with more granularity and accuracy.

Beyond finance, other teams have been empowered to self-serve with the data to further understand their business units and plan intelligently.

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“We have 13 practice areas generating revenue, and doing our planning in Excel with files linking to each other was really clunky and time consuming. A reforecast took a whole month, and by then it was outdated. 

With Workday Adaptive Planning, we can now do a reforecast in a week and it’s far more accurate. Not only are we updating drivers, we can involve each practice and challenge their thinking, and get their input to ensure they own the numbers.”

Why do I need an FP&A tool?

FP&A tools automate data consolidation and provide a single source of truth for accurate forecasting, real-time collaboration, and complex scenario planning. They work far better than traditional methods such as Excel based processes, save hours of manual work, and deliver numbers and reports quickly and accurately. 

What are the benefits of automation in financial planning?

Automation removes human error and frees up your team’s time, allowing them to analyse the “why” behind the numbers rather than just compiling them.

What is the difference between FP&A and reporting/analytics tools?

Reporting and analytics tools focus on historical data, telling you what has happened in the past. FP&A software help you look forward; it facilitates budgeting, forecasting, and scenario modelling to help you plan and drive strategy for the future. Read our article comparing Workday Adaptive Planning and Power BI, and how to choose the right tool for your needs.

What is the value versus cost of an FP&A tool?

Implementing a tool does incur costs such as licensing and setup. The return on investment from FP&A tools include mitigating risk, saving hundreds of manual hours, faster decision-making, reduced reliance on IT, and the ability to pivot business strategies quicker based on accurate data and analysis. See how QMetrix helped Tennis Australia do this – read the case study.

Which platforms fo you integrate with?

Workday Adaptive Planning integrates with a wide range of ERPs and data sources to ensure a seamless flow of information. Learn more about integration.