What is Financial Planning?
The ultimate purpose of a company is to make a sustainable profit and continue its existence. This is only possible with healthy Financials. To ensure that, companies sell products or services and buy some…
Financial Planning doesn’t have to be that complicated.
It is easy with Planard.
Planard, an automated budgeting solution for your business.
Medium and Large size companies usually use well known planning solutions and/or spreadsheets to collect, analyze and submit their budgets.
However these systems are too complicated, expensive and yet far away from being user friendly. Companies still have to manage and coordinate their planning process manually which makes it longer and open to human errors.
With Planard, you can say goodbye to these old-fashioned systems and ways of working.
Planard offers you a fully automated end-to-end planning cycle management so as soon as you start your budget cycle, Planard will do all the coordination, data collection, reporting and presentations for you.
Aren’t these features awesome!
Planard offers you out-of-the-box features that you can not find in any other budgeting tool in the market.
Setup in minutes
Set up your Planard account in minutes, with no additional fees or any support required.
End-to-end process management
Manage your entire budgeting process with calendared and personalized tasks, approval flow and notification features.
Easy data entry
Collect your data easily and error-free with Planard's distribution rules and error detection features.
Quick and easy analysis
Get the most important reports and financial statements to make faster, better decisions with Planard's one-click report technology.
Macroeconomic reports
Get monthly macroeconomic updates and forecasts for your country from the most trusted sources in the financial market.
High security
The Planard database is kept on highly secure Microsoft Azure© dedicated servers and is backed up against loss.
Features that will make your life easier
| Features | |
|---|---|
| Users | Unlimited* |
| Scenarios | 8 |
| Reports | Automated |
| Simplified data entry | ✔ |
| Profitability analysis | ✔ |
| Error detection | ✔ |
| Actual vs Plan comparison | ✔ |
| Easy presenter | ✔ |
| 7/24 customer support | ✔ |
| Dashboard | ✔ |
| Admin Panel | ✔ |
| Macroeconomic news | ✔ |
| End-to-end planning cycle management | ✔ |
| Functional planning calender | ✔ |
| Role-based tasks | ✔ |
| Approval flow | ✔ |
| Notifications | ✔ |
* There are 8 users by default in the plan. Additional users will be charged separately.
Your happiness is what matters
“Collaboration among our departments and consolidation of their data is much faster and less error-prone with Planard. Everyone knows what to do, how and when to do it.“
“With Planard’s training set, my team has a better understanding about financial planning and they know what they should pay attention to.“
“Thanks to Planard, all the necessary reports are one-click away and decision making is easy and well-directed. We can access all the analytics we need and put it into presentation in seconds!“
“Planard allows us to plan our financials without any implementation or support. It offers budgeting without having to pay someone to configure the software. Since it is a cloud-based platform, we can access our data from whereever we want.“
From Our Blog
Is financial planning a one-time activity?
Once the financial plan for your company is created, are you done with the budgeting process? Hopefully not. There is a wide range of different practices when it comes the budgeting frequency among companies.…
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