Financial Consolidation: Rigor Restored
Mainaa Lamri (Beyond Plans) explores how financial consolidation is evolving, and how Anaplan FCR brings back speed, reliability, and autonomy to finance teams.
DiscoverBudget Planning :
expert support to get the best out of Anaplan
Free your teams from spreadsheets and adopt agile, collaborative, and connected budgeting. With Anaplan and Beyond Plans, your financial forecasts gain in reliability, speed, and transparency.
Beyond Plans :
Consulting & Expertise for Your Budget Planning
Inflation, regulations, volatility : finance teams must anticipate and continuously adjust. Budget planning can no longer be limited to Excel or inflexible tools. It is time for a connected, fast, and collaborative approach.
Budget Planning at a glance : solution, consulting & adoption
Unify Opex and Capex budgets, forecasts, and scenarios within a cloud-based budget planning solution. Beyond Plans combines consulting, ERP/BI integration, and adoption to accelerate cycles, improve data reliability, and streamline collaboration.
Context
Excel, silos, and extended timelines slow down cycles. Centralize data and run simulations to support decision-making.
Solution
Anaplan + Beyond Plans: cloud-based FP&A, ERP/BI integrations, what-if scenarios, and rolling forecasts.
Key Benefits
Shorter cycles, reliable data, and clear governance. Stronger collaboration and faster decision-making.
Centralize, secure, and accelerate Budget Planning
Too many organizations still rely on Excel or inflexible solutions, data silos, and manual validations. The result is extended timelines, fragile governance, and decisions made without a clear view—directly impacting performance.
Our solution: end-to-end support
Consulting + integration + adoption: Beyond Plans combines FP&A consulting, Anaplan integration, and team adoption. We design your model (drivers, workflows, KPIs, rolling forecasts, what-if scenarios), integrate ERP/BI systems, and secure your data. We support adoption through Lemon Learning.
Key benefits for the finance function
Accelerate your budgeting cycles and improve reliability. With Anaplan and Beyond Plans, your forecasts become more accurate, real-time collaboration streamlines trade-offs, and your decisions are supported by clear traceability.
About Anaplan for Your Budget Planning
Anaplan is the leading cloud platform for Connected Planning. It enables real-time modeling of budgets, forecasts, and scenarios with a single, shared view. More than 2,400 companies use it to drive their strategic decision-making.
The Budget Planning FAQ
Are you considering modernizing your budgeting process? Discover here the answers to the most frequently asked questions about Anaplan solutions and Beyond Plans support: scope, timelines, integration, and adoption.
What is a budget planning solution, and what is the role of consulting?
It is a cloud-based FP&A platform that centralizes data and scenarios to improve forecast reliability. The role of Beyond Plans consulting is to define your requirements, identify drivers and workflows, configure Anaplan, and support team adoption.
What timelines and budgets should be expected depending on the approach (consulting, build, adoption)?
An initial scope can be up and running within 6 to 10 weeks using a modular approach. Costs depend on the scope and level of customization, but remain optimized thanks to Anaplan accelerators and our agile methodology.
How can the ERP and existing data sources be connected?
Anaplan integrates easily through standard connectors, APIs, and ETL modules (SAP, Oracle, Salesforce, Workday, BI). Beyond Plans ensures mapping, security, and governance to make data flows reliable and automate consolidation.
Can rolling forecasts and what-if scenarios be managed?
Yes. The application allows you to test the real-time impact of assumptions (growth, rates, Opex, Capex) and shift to a dynamic rolling forecast. This gives management teams greater agility and anticipation capabilities.
How can AI help CFOs in their budget planning work?
AI automates analyses, detects variances, and suggests reliable adjustments. It reduces manual tasks, improves forecast accuracy, and enables CFOs to focus on strategic decision-making.
Is AI already embedded in the Anaplan solution, and what benefits does it deliver?
Yes. The built-in CoPlanner assistant analyzes data using natural language and delivers instant recommendations. The result: faster, more accurate forecasts and a real boost in agility for Finance.
Budget Planning Demo
Discover how Anaplan and Beyond Plans can transform your budgeting process. In less than 30 minutes, we will show you a demo tailored to your challenges: data centralization, rolling forecasts, what-if scenarios, and collaborative reporting.
Our Finance Insights
Want to go further ? Find here all our articles dedicated to the world of finance: project methodologies, expert insights, Anaplan deep dives, and more.
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