IT budget cycle cut from three months to two weeks, replacing a spreadsheet-based system.
Leading financial services group.
Version control, roles and an audit trail, without the workbook that breaks in the last week.
A hyperscaler price change or a surge in AI spend needs a scenario within hours. Rebuilding the workbook takes weeks.
IT thinks in towers and services, and finance thinks in cost centers and GL accounts. Translating between the two is manual work, and it usually lands on your desk.
Depreciation over useful life, contracts that span years, headcount by role and period. Most technology planning stops at the opex line.
If it takes real effort to get data in or the plan out, people stop using the tool, no matter how good it is in between.
| Challenge | Why this matters to FP&A teams |
|---|---|
| Technology FP&A | The complete picture. Start from your template, get the plan back in your format, and plan across financials, capital, contracts and workforce on the same engine as your actuals. |
| Unit economics and cost to serve | A unit cost that connects to the plan, and what happens to it under each scenario. |
| Cost allocation and cost transparency | The actuals you plan against. If you can’t defend the allocation, you can’t defend the variance either. |
| AI and agent economics | The most volatile line in the plan to predict, because it grows with usage instead of following a committed schedule. |
| Capability | What it gives you |
|---|---|
| Budgeting and Forecasting | Budget, forecast and what-if scenarios across financials, capital, contracts and workforce. Compare versions side by side, track variance and add in-line commentary. |
| IT Financial Management | The actuals sit in the same towers and services as the plan, so plan against actual is one report. |
| Enterprise Allocation Modeling | The allocation behind the actuals. If you plan against an allocated number, this is where it is defended. |
14 countries, 600,000+ outlets
20+ budget workbooks consolidated, forecasting cycle time down 30%, traceability up to 85%. Global bottling agent.
Global bottling agent.