Financial Planning
Driver-based budgets, rolling forecasts and revenue plans built on actuals.
Finovoo EPM
Plan. Monitor. Forecast. Optimize.
Finovoo EPM connects your budget, forecast, workforce plan and KPIs to the actuals already flowing through Finovoo. Leadership gets one version of the plan, and finance gets back the week it used to spend consolidating spreadsheets.
The problem
The problems EPM & Planning solves
The plan lives in a spreadsheet nobody trusts
Linked workbooks break, versions multiply, and nobody is sure which file the board saw.
Planning is an annual event
A budget built once a year cannot keep up with a business that changes every quarter.
Departments plan in isolation
Sales targets, hiring plans and cost budgets are built separately and rarely add up to the same company.
Capabilities
What EPM & Planning includes
Budgeting and forecasting
Driver-based annual budgets and rolling forecasts that re-forecast from actuals.
Scenario planning
Model base, upside and downside cases side by side and compare their effect on cash and margin.
Revenue planning
Plan revenue by product, segment or client from pipeline, pricing and retention assumptions.
Workforce planning
Headcount, hiring timelines and fully loaded people costs by department.
Financial consolidation
Combine entities and currencies into consolidated statements with intercompany eliminations.
Strategic planning
Long-range plans and targets that cascade into annual budgets and departmental goals.
KPI and performance tracking
Track KPIs, profitability and plan attainment for every department in one place.
How it works
Key workflow
Plan
Build budgets, revenue and workforce plans from drivers and last year’s actuals.
Monitor
Compare plan to actuals continuously as transactions arrive from Finovoo Control.
Forecast
Roll the forecast forward from the latest actuals and test scenarios before committing.
Optimize
Reallocate budget, adjust hiring and update targets — then push the new plan back into spend controls.
In the product
Workforce planning in the same model
Headcount is usually the largest line in the plan. Model hires, start dates and salary assumptions by department and see the effect on cost, runway and the P&L immediately.
Related
Keep exploring
Scenario Planning
Model what-if cases on revenue, hiring and cost, and compare outcomes.
Financial Consolidation
Multi-entity, multi-currency consolidation with intercompany eliminations.
Strategic Planning
Long-range plans and targets that cascade into budgets and KPIs.
FAQ
Frequently asked questions
What is enterprise performance management (EPM)?
EPM is the set of processes and software a company uses to plan, budget, forecast, consolidate and report on its performance. It links financial targets to the operational plans — sales, hiring, spending — that are supposed to achieve them.
Is Finovoo EPM only for large enterprises?
No. Finovoo EPM is designed for growing businesses that need driver-based planning, scenarios and consolidation but do not have the budget or team for a traditional enterprise EPM rollout.
How does EPM connect to the rest of Finovoo?
Actuals come directly from Finovoo Control and imported financial data, so plan-versus-actual comparisons update without manual uploads. Approved plans can become the budgets that govern day-to-day spend.
Can we keep using spreadsheets for some models?
Yes. You can import plans and assumptions from spreadsheets and export any view. Most teams move their core budget and forecast into Finovoo first and migrate other models over time.
See Finovoo on your own numbers
Book a 30-minute walkthrough with our team. We will show you how Finovoo fits your planning, reporting and spend processes.