With a multitude of financial data demanding urgent attention, financial professionals find themselves at the deep end of the ocean. In the era of big data, the financial planning and analysis (FP&A) process has indeed become a daunting task. But fret not! The solution to this complex puzzle lies in automation.

1) The process begins with the collection of data from various business heads about their department expenses as per the chart of accounts and plan. Following this, a thorough aggregation of the budget received from these departments is conducted. Any discrepancies are rectified after discussions with the concerned department heads and approval for provisional budget expenses is sought.

2) Automated financial planning and analysis (FP&A) not only reduces processing time and decreases the chance of errors but also enables real-time decision making and forecasting.

3) Automated FP&A, pulling previous year budget planned versus actual and factoring in inflection can be done in a jiffy. It allows you to arrive at equivalent figures for the new budget, intelligently incorporating quarterly investments linked to income, potential risks, and assumptions.

4) Automated FP&A will promptly identify both opportunities and risks - with the marketplace's dynamics taken into account, your organization gains the flexibility to pivot as necessary, a boon in uncertain times.

5) Automated FP&A maintaining reliable data access and preventing versioning issues become manageable. It brings forward a singular, dependable version of the data - just the antidote that financial professionals need.

6) With planned versus actual data on your fingertips, root cause analysis becomes easier, leading you towards areas needing improvement. Linking expenses directly to the budget gives you a firm handle on your cash flow and expenses.

7) With intelligent dashboard powered by AI gives you a bird's eye view of the organization's financial inflow and outflow on your fingertips. This, paired with NERP, will significantly reduce the time spent on mundane tasks, freeing your finance team to focus on analyzing data and making accurate forecasts.


The era of big data demands the integration of automated FP&A. Not only does it streamline the processes, but it also drives accuracy and efficiency. By analyzing data and making accurate forecasts, your financial planning and analysis can reach new heights of mastery.