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Financial Governance & Strategic Planning Solutions For Higher Education

Transform complex data into a unified, intuitive platform for robust executive scrutiny and confident decision-making.
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Financial Governance Solution

Promotes grasp of key figures and understanding across the Executive

Strategic planning, scenario, and performance management in one intuitive business platform

Transforms strategic planning saving time and freeing the team to focus on decision making

Unifies planning data from multiple systems

Strengthens financial governance, risk assessment, and management

Helps develop financial management skills in managers with a non-finance background

Enables ‘performance’ to be understood and confidence in how it will change

Typically implemented in just 16 days

Ready to strengthen your financial governance?

Get in touch today or book a free demo.

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Why You Should Use Account-Ability

With on-going financial challenges in Higher Education, Boards of Governors and Executive Teams are under increasing pressure to ‘make the right decisions’ and to demonstrate due diligence. Institutions have a wide range of strategic options, but by their nature, many options have medium to long delivery timescales, and can entail significant capital investment. Meanwhile, the range of external risks, from government policy and regulatory changes, competition, market changes, inflation and borrowing rates etc, can all significantly impact future income and costs.

Account-Ability’s Financial Governance Solution supports Boards of Governors and Executive teams by delivering a solution to planning and performance management that facilitates robust scrutiny and challenge through the formation, presentation and discussion of the executive team’s plans.

Features include:

  • Dynamic financial scenario-planning model, with all key strategic drivers of income, expenditure, capital investment, loans etc, covering both current-year, 5-year forecast, and extending beyond to as long as is appropriate (10, 20, or more years, as necessary)
  • Full capability for ‘unlimited’ multiple versions/scenarios to be created and compared directly with each other
  • Unites data from disparate sources, not just financial data, but staff and student, estates data, citations etc, and other non-financial data, metrics and key ratios, enabling all of these to be used as drivers
  • Modelling, including scenarios, of capital assets, loans and leases data and impact on Balance Sheet, Cashflow, and banking covenants etc
  • Transparent and easy-to-model integrated I&E, Balance Sheet and Cashflow modelling
  • Future proof, highly flexible and transparent: easy to create scenarios based on additional campuses, partnerships, alternative teaching delivery modes and mechanisms, changes to research strategy, the development of commercial activity, or changed organisational structures
  • Comprehensive web-browser professional reporting and analysis, automatically updating for changes made in the model
  • Robust, transparent, traceable, with drill-down and version control: easily audited
  • Configured to your institution’s own requirements and operated and easily maintained by staff without the on-going need of additional consultancy
  • Typically implemented, including balancing initial data and training of users in ~ 16 days, spread over ~ 5 weeks
  • Available as both a SaaS application in the Cloud, or hosted on premise

Why You Should Use Account-Ability Financial Governance Solution

Account-Ability works with nearly 50 HEI’s and has over 27 years’ experience of HEI planning requirements. Here’s how you can benefit from Account-Ability Financial Governance Solution:

  • Helps promote a common understanding across the Executive and robust scrutiny by the Board of plans, scenarios and risks
  • Delivers a single, dynamic, overview model for in-year, 5-year, and 10/20+ year strategic planning: Covers I&E, Balance Sheet, Cashflow, Capex and key teaching, research and commercial activity; flexible and future-proof. Saves time, adds value
  • Chart mission, goals and risk via easy and powerful scenario planning: Assess ‘optimism bias’ and to determine contingency plans
  • Strengthens financial governance in a world that is a lot more fluid and with more risk: satisfy the requirements of good financial governance
  • Promotes financial management skills and understanding in Executive and Board members and in senior School managers whose background is not in finance
  • Model ‘performance’ and how it can change through plans: by modelling ‘performance’ at a suitably granular level and how it is driven through ‘levels of activity’, resource, capital, contribution, new ventures etc, our solution informs plan choice and how performance can change in the future
  • Strengthens the institution on an on-going basis: makes it more ready to tackle future challenges and brings more certainty to outcomes by helping the Executive make the right decisions more quickly
  • Benefit from 27 years’ of Account-Ability HEI planning experience: Account-Ability has over 27 years’ experience of HEI planning needs. This means that you benefit from a fast implementation. With training, your users will be able manage and adapt the solution themselves, ensuring cost-efficient ownership
  • Confidence in software and platform: Account-Ability Financial Governance uses Corporate Planner software. This software is an advanced FP&A application used by 5,000 organisations. It has been developed continuously for over 35 years by CP Corporate Planning, a leading FP&A software developer. Cloud hosted it making no demands and placing no footprint on your IT Services
  • Extension to other Account-Ability solutions: The benefits of Account-Ability Financial Governance stand by themselves. You can obtain additional benefits with the same software from our other solutions, including:
"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 been provided us with a faster flow of information and improved our understanding of the costs."
“The Corporate Planner solution simplifies and speeds up our work enormously.”
“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 flexiblity and the ongoing development of the Corporate Planning software.”
“Corporate Planner is perfect in helping is monitor and improve our reporting processes”
“Data evaluations that would have previously been produced just once or maybetwice a year can now be retrieved at any time”

Book a FREE Demo of Our Software

Our Corporate Planner solutions ease time and resource pressures while providing management with timely, accurate insights. With seamless integration to your existing systems, automated data transfers, and drill-down capabilities, you save time, reduce errors, and access the structured information needed for smarter decision-making. 

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