Integrated Financial Planning Software

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Key Features of Corporate Planner Finance

  • Detailed Integrated Financial Planning in a database
  • Multi Year, create short and long term plans
  • Multi User, users can budget in the web
  • Multi Company, plan over more than one company add new companies easily
  • Multi Currency
  • Scenarios, actual, budgets, forecasts, compare side by side
  • Financial Consolidation
  • Management Reporting
  • Workflow
  • Fixed Asset register for asset planning.
  • Direct Integration to ERP Systems
financial planning multi currency

Integrated Financial Planning Process

CP Finance starts with a work flow to guide the user through the financial planning process

CP Finance provides simple solutions for the demands of my day-to-day work in corporate performance management – so simple that even those less experienced users among us are able to maintain the system
Stephan Gandelheidt

Operations Management

Flexible financial planning structures

With CP Finance there are some predefined IFRS and local GAAP chart of account structures. These predefined structures are customizable and ensure a rapid implementation. The users can also create their own accounting structures.

More than one chart of account classification structure can be defined within CP Finance. This ensures that for multiple company planning each company can have a common or bespoke chart of accounts structure. This can be particularly useful with multiple company plans that need to be consolidated onto a group structure.

CP Finance can report companies in flexible group structures. Companies can be reported in any number of groups or sub groups. Generating different views is vital when looking at the simulation of purchase / sale of companies within a group.

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Integrated Financial planning account structures

Integrated financial planning logic blocks

CP Finance has inbuilt financial planning logic blocks which enable rapid set up and connection of the business plan to the balance sheet and cash flow. The connections are made through simple dialogue boxes. The logic blocks can link directly to detailed operational Corporate Planner databases or be planned directly within CP Finance, payment and prepayment terms, can be set.

The ability of users to create models is important as like all CP-Suite products there are no programming skills / specialist IT knowledge required to use / maintain the planning models. Some competitor products have to be run by IT departments. Corporate Planning AG’s ethos is that the finance, controlling and planning teams can create reports and maintain models and these should not be IT projects. The end users have a better understanding of the business planning processes and need to respond rapidly to changes in the business.

Financial Consolidation Solution
financial planning logic blocks

Multiple Currency Planning

CP Finance has an inbuilt multiple currency functionality. As part of a company setup the base currency is defined. The exchange rate table allows for planning the currency conversion rates. A logic block as part of the balance sheet enables the currency difference to be automatically calculated. A company can be reported in any currency with a exchange rate matrix set up. This enables simple consolidation data across groups of companies in any currency.

Finance Guide
financial planning multi currency

Integration with Consolidation Application

As part of the CP Suite there is a dedicated financial consolidation application, it performs statutory consolidation of companies for actual, budgets and forecast scenarios. The consolidation application can be used standalone or with the integrated financial planning application


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"We've been using Corporate Planner for more than twenty years. The solution is ideal in that it enables us to visualize new and increasing demands again and again. We greatly appreciate this flexibility and the ongoing development of the Corporate Planning software."
Senior Financial Controller
“With Corporate Planner, reports are created and sent automatically, and we can now run dynamic analyses.”
Peter Erbeznik, Head of Commercial IT
Moser Holding
“The Corporate Planning solution simplifies and speeds up our work enormously.”
Daniel Bohnke, Head of Corporate Performance Management
“Data evaluations that would have previously been produced just once or maybe twice a year can now be retrieved at any time.”
Claudia Scholz, Head of Administration
“The software is easier to handle than other solutions, and the display of the results is much more clearly arranged.”
Stefan Keining, Commercial Director
Franz Ziener
“We have created a transparent platform that has been well accepted by the staff, as all 250 users are now talking about the same figures. This has provided us with a faster flow of information and improved our understanding of the costs.”
Danny Claussen, Head of Controlling
HKL Baumaschinen
“Corporate Planner is perfect in helping us monitor and improve our reporting processes.”
Thomas Diezmann, Managing Director

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If you're looking for a budgeting, planning, forecasting, and reporting process book your demo with us today!


Does Your Business Need Help With Financial Planning? 

If it does, our Corporate Planner Finance software is the perfect solution for your financial management needs. Our Corporate Planner Finance solution helps you stay on top of your current financial situation and helps you make forward-looking decisions.

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