Annual Operating

Explore every option, ready to pivot at a moment’s notice


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Plan with Speed and Agility

The Annual Operating Plan is a collaborative effort across all business leaders in the organization and sets the tone for the year. Collaborate with business leaders across the organization to make decisions that align with the company’s strategy. Gathering the data necessary to make insightful decisions should not be a manual time consuming process.

Find it difficult to deliver timely information?
Too much guesswork setting revenue targets?
Building an uninformed plan?

Planful helps build collaborative financial plans that align company-wide resources to strategic goals and objectives. Easily turn an annual plan into a quarterly or monthly rolling forecast and model hundreds of different scenarios reliably to determine how to adjust and pivot, as business conditions change.

Cheryl Chow, Senior Finance Manager at SmartyPants Vitamins

“Planful provided amazingly fast time to value, enabling the FP&A team to plan their quarterly re-forecast following Q1 close, prepare for an upcoming board meeting, and create new forecasts for sales, advertising, and other areas without breaking our stride”

Take Back Your Time from Manual Processes

Reduce time spent creating budgets and forecasts of disconnected financial systems. Automate data collection and alleviate the risk of inaccuracy. Save time and focus on gauging performance against strategic objectives throughout the year.

Course Correct With Accuracy

Explore decisions from every angle with operational and financial models, financial plans, and forecasts built to drive actionable insight as new opportunities arise and market trends shift.

Empower Leaders Across the Business

Adapt to strategic changes across the business aligning with both executives and your business partners.

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Accelerate Planning with Pre-Built Financial Intelligence

Navigate through your AOP with ease using pre-built templates for any aspect of your business. Built-in financial intelligence automatically stores, categorizes, and presents your data based on accounting properties.

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Adapt to Any Scenario with Accuracy

Drill down to any granularity and identify risks early. Scenario plan across drivers to understand the impact of decisions before they are finalized in the plan.

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Collaborate on Plans Securely

Communicate with budget owners as they track actuals and update financial plans only relevant to them. Everyone is securely on the same page when assumptions are posted directly on financial plans, not lost in emails.

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Be the change you want, not the change you have to deal with

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