The FP&A Starter Kit is a ready-to-use financial planning model available on subscription at £900/month. This no-risk solution comes complete with a 3-month satisfaction guarantee, or your money back.
Function
- Finance
Industry
- Telecom, Media & Communication, Consumer Products, Retail, Travel & Entertainment, Energy & Resources, Technology & Software, Life Sciences & Healthcare, Manufacturing, Government & Education
The FP&A Starter Kit is designed to generate the three financial statements—P&L, Balance Sheet, and Cash Flow—from your actuals and projections. Built using Profit&'s best practices for Anaplan, it ensures accuracy, efficiency, and scalability, serving as the core of any FP&A ecosystem.
This quick-start, out-of-the-box solution has been developed with insights from over 40 projects, providing an optimised model design that will kick-start your Anaplan implementation. With the financial statements taken care of, your team can focus on other use cases. It is fully expandable, allowing seamless integration with additional planning models—whether for Sales, COGS, Workforce, OPEX, CAPEX, or other key financial processes
Solution Features
- Reporting: Out of box Income Statement, Balance Sheet and Cash Flow that can be easily tailored to your reporting standards.
- Data Staging: Predefined data loading modules enable easy set up of upload routines for actual and planned values.
- Versions Management: Bulk copy one version to another and make changes to key assumptions for powerful scenario analysis.
- Working Capital: Predefined accounts receivable and accounts payable schedules enable input for payment terms linked from Income Statement to Balance Sheet and Cash Flow, with additional Working Capital report for more transparency.
- Capex Management: Load actual assets and projected depreciation, for plan use out of box planning engine, calculating impact to all statements automatically.
- Debt Financing Schedule: Plan your financing and see clearly the impact to all statements.
- Balance Sheet Movements Schedule: Use simple schedule to input any other movements not covered by automatic engine.
- Optional add-ons:
- Currency: Multiple foreign exchange rates can be introduced and applied to each legal entity and converted to a common currency in financial statements. Multiple options can be applied for each currency, such as average and end of month.
- Intercompany elimination: Extend the solution with fully tailored eliminations logics, our App is preconfigured to make this extension easy.
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