A modern budgeting tool that takes your business to the next level
With Exopen Planning, as a CFO and Controller, you get everything you need to create more value-added financial and operational planning in an easy-to-use tool that the entire organization can use.
Have you outgrown your existing budgeting tool, forecasting tool, or are you dealing with too many manual processes in Excel?
With Exopen Planning, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI.
You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business.
Business management with financial and operational planning
Choose modules according to your needs to create a tailored budget and forecast process.
With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis.
It is easy to create income and balance reports, sales analysis, as well as staff budget with an automatic cash and liquidity forecast.
Through smart features such as workflow, comments, and visualizations, you get more efficient collaboration and a total overview.
Driver-based budgeting
We recommend everyone to switch to a more driver-based budgeting.
By working with drivers, you can easily and efficiently plan according to your needs, automatically driving values into the correct revenue and expense accounts in the income statement and balance sheet.
Scenario planning
With the help of scenario planning, you save a lot of time and avoid updating different plans for different scenarios. You can easily plan based on different scenarios that could arise and replace an existing plan with a more relevant scenario.
If you also combine scenario planning in Exopen Planning with advanced analysis in Power BI, you get full insight into all financial perspectives.
Rolling forecast
Release the calendar year and focus on periodic updates with the help of a rolling forecast. This gives you a continuous forward-looking view that helps you steer the organization faster in the right direction.
Rolling forecasts also create continuous engagement, leading to better internal collaboration.
We help you create processes that match your business dynamics.
Automatic liquidity forecast
With user-friendly functionality, you easily get an income statement and balance sheet with a correct liquidity forecast.
Efficient analysis in Power BI
Do you already have Power BI or are you considering starting to use Power BI?
With Exopen Planning, we have a ready BI model and integration with Power BI, giving you a powerful solution for budget, forecast, and planning with advanced analysis.
In Power BI, you can build unique reports, perform ad-hoc and predictive analysis, and connect other data sources such as CRM and HR.
Prefer to work in Excel?
If you prefer to do your budgeting and forecasting in Excel, you can do so via Exopen's Excel add-in.
With this, you save time with automated processes and quickly get data from your ERP into interactive visualizations across the entire organization. You get quality-assured support for your budgeting and forecasting work and can make better decisions faster.
With flexible input functionality, you can budget for drivers, accounts, projects, and personnel with multiple scenarios and versions in parallel. You easily share information with everyone in the organization with permission control.
Choose our ready-made standard solution or customize your budgeting exactly as you want it.
Some benefits of Exopen Planning
User-friendly tool for the entire organization
Fast and cost-effective onboarding
Modular and flexible solution tailored to your needs
Faster insights for better decisions
Integrated with Power BI for advanced analysis
