Financial Planning Integrated in Power BI

A unified approach to P&L, CapEx, and OpEx planning for more informed decisions and efficient execution.

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Profit & Loss

Identify profitability, manage costs, and make informed decisions to drive growth and sustainability

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Operating Expenses

Manage expenses, optimize resource allocation associated with daily business operations, and ensure financial stability

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Capital Expenditures

Plan long-term investments in assets, property, equipment, and technology essential for running your business

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Simplify NumberS Management

Bulk Edit Financial Numbers in the Matrix Visual

Financial professionals can easily bulk edit multiple figures within their P&L, CapEx, and OpEx hierarchies. When you adjust a total field, the child positions automatically recalculate.

You can allocate numbers among child positions using either weighted or equal distribution methods. This flexibility empowers you to create detailed financial plans with confidence, improving your workflow and enhancing overall decision-making efficiency.

Robust Version Control

Manage Versions of Financial Plans and Budgets

Our visual offers plan versioning. You can easily add or remove versions of your financial plans and budgets.

Additionally, you can assign confirmation statuses and ownership to each version, ensuring clear accountability and effective management throughout your planning process.

ANALYTICAL APPROACH

Incorporate Actuals and Prior Year Values

Integrating actual figures and previous year values into the planning matrix provides a solid foundation for creating financial plans.

Rather than relying on arbitrary estimates, you can leverage known data to inform your projections, leading to more accurate and reliable financial plans.

4 Steps to a Tailored and Efficient Financial Planning Solution

Boost efficiency with rapid implementation, flexible workflows, data integration, and planning options that fit your planning strategy

Accelerated Implementation
Leverage existing data models to build your plans, reducing implementation time from days to just hours.
Top-Down or Bottom-Up Approach
Whether you prefer top-down or bottom-up planning, both options are fully supported with WeWrite.
Customizable Workflows
Create plan versions, add positions, implement confirmation processes, and tailor the entire planning workflow to suit your specific needs.
Seamless Integration
Import data effortlessly from your existing platforms like ERP, CRM, PMT, and more, ensuring your planning is always based on up-to-date information.

Reduce Implementation Time

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decreased implementation time

Take Your Plans to the Next Level

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faster financial planning
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more accurate plans

Move Beyond Excel

Eliminate the need for cumbersome Excel files, complex VBA customizations, and performance bottlenecks. With WeWrite in Power BI, you can handle larger datasets seamlessly, improving efficiency and scalability without the limitations of spreadsheets.

Improve User Experience

Deliver an unparalleled UX with intuitive interfaces and enhanced functionality. WeWrite is designed to improve workflows, making planning more efficient and enjoyable than ever before.

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