Budgeting and Reporting Software for Professional Services
No matter your business focus - consultancy, accounting, legal services, or other professional sectors - Corporate Planner simplifies budgeting, forecasting, and reporting. It relieves time and resource pressures while equipping management with structured, timely, and accurate insights, offering transparency and flexibility to navigate uncertainty with confidence.
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.
Staff Costing
For professional services one of the largest costs is your staff. Model the staff costs in detail make assumptions for:
Salary Forecast
National Insurance
Pension Changes
Allowences
Bonuses
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.
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.
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.
5 Ways to Reduce Time on Budgeting and Forecasting
Are you looking for ways to make better decisions for your business? If the answer is yes, we have just the resource for you! Our guide is designed to show you how you can save time on budgeting and forecasting in your business.
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