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FP&A Financial planning and analysis software
Financial planning and analysis

FP&A: Creating a better way to work.

Budget and financial forecasting software

Our intelligent FP&A (financial planning & analysis) tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results.

With its advanced analytical and reporting capabilities, Unit4 Financial Planning & Analysis (FP&A), formerly Prevero, provides you with a fully-featured Corporate Performance Management (CPM) solution which comes complete with integrated business intelligence, ensuring that you can rely on the solution to help you take full control of your organisation’s planning and forecasting processes.

Designed to transform complex data into clear actionable insights, Unit4 FP&A is powered by artificial intelligence (AI), meaning you do not need to worry about manually defining rules and can spend more time working on strategic, value-generating tasks.

Crucially, Unit4 FP&A can be integrated with your other business systems quickly and efficiently, ensuring a seamless flow of source data and quick access to accurate business information.

The fully integrated solution from Unit4 for sophisticated planning, analysis and reporting

Financial Planning, Budgeting & Forecasting

The solution covers all your organisation's financial planning needs

  • Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.
  • Enhance your budgeting and forecasting with intuitive, high-impact data visualizations, helping you to plan, manage and mitigate risks more effectively.Integrated planning, budgeting & forcasting for FP&A
Sales & Operations Planning
  • Take an integrated approach to sales planning, analysis and reporting to help define the necessary prerequisites, requirements and processes for your sales operation to deliver even better results.
  • Put a whole range of KPIs at your decision-makers’ fingertips through user-friendly, configurable dashboards.

sales & operations planning

Analytics & Reporting
  • Free up your teams’ time by using AI and Self-Service Business Intelligence (BI) and Analytics to make people’s daily work simpler and more effective.
  • Analyze, report and share your data quickly and easily — including: drill-down to transactional level; slice and dice; and automated report distribution.
  • Decode the hidden patterns and relationships in historical data to reveal risks and opportunities for your organization.

financial analysis & reporting

Corporate Performance Management
  • Cover all aspects of your financial and beyond financial planning in one seamless, comprehensive performance management environment.
  • Empower your people leveraging the full power of the platform by business users and avoid needing specialist IT knowledge.
  • Stay focused on what matters through AI functions that take care of low-value work, like defining rules or selecting the right methods.

Financial budgeting and forecasting

People Planning & Analytics
  • Make better-informed decisions about your people, including how best to deploy them.
  • Apply data from your ERP and HCM systems across your organization with ease.
  • Uncover high-performers and make sound strategic decisions with data aggregation and analysis.
  • Harness analytics to inform your decisions and ensure you always have the right people doing the right things to propel your organization forward.

financial planing and analysis

Financial Consolidation
  • Streamline input, simplify intercompany reconciliation and be in control of the group closing process.
  • Leverage the real-life experience and best practices of consolidation experts for a user-friendly, step-by-step workflow.
  • Use intuitive reporting, dashboard and analysis tools to ensure accuracy and pinpoint changes.

Financial management software



  • Enable a quick and easy introduction of IFRS 16 with a solution that can be implemented without having to invest a large amount of time and money and that works seamlessly with your ERP or consolidation systems.
  • Identify the effects for each leasing contract on balance sheet, P&L and KPIs with a simple click and use intuitive simulation and analysis options (including visualizations) to see the full picture.

Financial planning software

Frequently Asked Questions

Yes, please get in touch via our free consultation page so we can discuss your requirements in more detail and tailor the demo to your needs.

Yes, just like Planner it contains a pre-built integration with Unit4 ERP.

While the Unit4 FP&A and Planner solution do share some similarities, the fact that FP&A is a more recently developed solution means it possesses various pieces of functionality not included within Planner. These include artificial intelligence (AI) predictive forecasting and what if modelling capabilities to name a couple.

We would be happy to provide you with a full gap analysis of the two solutions. You can request this via our free consultation page.

Find out how Unit4 Financial Planning & Analysis (FP&A) can help support your financial planning process during these challenging times  Watch our 90-second explainer and see how we can help your organisation thrive in fast-changing times.

video showcase