Finance teams pull budget and forecast data from their ERP to sync into their workbook each period to automate the transfer of large sets of data.
Link Consolidated Data
The Finance team consolidates the data, and results are linked from their workbook into Budget Plan documents and presentations. Data is always accurate and up-to-date.
Team members collaborate to edit and finalize Budget Plan documents with a complete audit trail capturing every change.
Review and Comment
The Budget Plan is sent to the CFO for digital review and commenting—
all feedback is connected to the active documents.
The Budget Plan is distributed to Executive team in a digital binder, providing access to the plan via desktop or mobile device.