Budgeting and Reporting Software for Professional Services

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Budgeting and Reporting Software for Professional Services

Whether your Business activities consist of consultancy, accounting, legal services or other professional services, Corporate Planner can help you with producing budgets, forecasts and regular reports, giving you the transparency, flexibility and agility for more certainty in uncertain times.

Revenue modelling

The forecasting and budgeting process begins with a sales and cashflow plan. With Corporate Planner, your business revenue streams can be modelled in detail, looking at key drivers such as:

  • Billable / non billable hours by staff
  • Average earnings
  • Existing customers / New business
  • Staff and team targets and KPIs

Produce rolling or multiple years forecasts and create various scenarios planning for different business activities and contingencies.

spreadsheet & Chart

Staff Costing

For professional services one of the largest costs is your staff. Model the staff costs in detail make assumptions for:

  • Salary forecasts
  • National insurance
  • Pension changes
  • Allowances
  • Bonuses
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Overhead Management

Plan and report overheads by department. Simple web templates ensure users can quickly update budget and forecast data. No more crafting, sending and collating budget templates, data is aggregated automatically as soon as submitted. Clear reporting and self service analysis can ensure budget holders have all information readily available.

Corporate Planner can be used to allocate overheads. Use various drivers, such as revenue, staff numbers etc to allocate costs. Overheads apportioned for all scenarios, update forecast assumptions and instantly see net profit by revenue channel.

Overhead Management

Integrated financial planning

Use Corporate Planner Finance to produce Profit and Loss, Balance Sheet and Cash Flow forecast for your company / group. Corporate Planner provides a single source of the truth.

  Produce your monthly management report pack rapidly.
  Integrations with finance systems allow for drill down to transactional data.
  Streamline your budgeting process, with clear planning rules.
  Model debtor, stocks, creditor and capital plans.
  Create 1 year and multi-year forecasts in the same financial model.
  Monitor cash flow and banking covenant assumptions.
  Run scenarios to be prepared for both best and worst case forecasts
  For group companies also create consolidated financial statements, using the integrated Corporate Planner Consolidation application.

Won’t My Business Intelligence do this?

Business intelligence applications such as Power BI® are fantastic tools for reporting, however, they don’t have the ability to model and forecast businesses in the same way as a dedicated planning system.  Key advantages of Corporate Planner for forecasting and budgeting are:

  • Web based input from teams and budget holders with full user controls and writes
  • Creating a business model to calculate, future, revenue, costs based upon drivers and use inputs.
  • Multiple scenario forecasting.
  • Pre-built templates for modelling, P&L, balance sheet and cash flow
  • Pre-defined business logic for reporting financial statements.
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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!


5 Ways to Reduce Time on Budgeting and Forecasting

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