Financial Planning, Forecasting and Budgeting

Discover the benefits performing financial planning and budgeting on a platform, where it can be linked to your other management disciplines. By linking planning and budgeting to your projects, and their intended outcomes, you can adjust and reprioritize on the fly to make the best use of your resources.

With Corporater, your budgeting process becomes much more than setting budgets, and monitoring costs during the year. As your budgets are linked with metrics and projects, you receive a comprehensive view of the benefits they deliver. This gives you an evidence-based approach to setting the next year’s budget.

Whether you integrate with third party budgetingor financial solutions, or manage the financial processes directly in the solution, Corporater takes your financial planning to the next level.

Corporater Financial Planning Software

Key Areas Supported

  • Financial planning
  • Connect your balance sheet
  • Consolidate financial results
  • Business review meetings
  • Benchmarking
  • Dynamic forecasts
  • Automate budgeting workflow
  • Budget approvals
  • Drill into data details
  • Currency conversion
  • Link financial results to individual bonus plans
  • Forms, spreadsheets or automatic collection

Key Features

  • Business framework support
  • Advanced status indicators
  • Meeting support
  • Assessments
  • Approvals
  • Collaboration
  • Analytics
  • Reporting
  • Automatic data collection
  • Manual data collection
  • Workflow for process support
  • Access control
  • No coding – only configuration


Access our resource area where you can find white papers, software selection guides, videos and more examples of visualizations created using the Corporater Business Management Platform.

Please complete the form below to download resources and request a demo

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Business Review

From the flow of data, create dynamic dashboards providing you with the current, financial breakdowns needed to make accurate assumptions.

Financial Breakdown

Drill into the details, benchmark the actual numbers vs the budgeted numbers, use automatic calculations to forecast trends on your organization is moving financially.

Create cash flow analysis

Improve your financial planning through detailed cash flow analysis. Integrate with your ERP system and other source system to create the single version of the truth.

Tap into Excel and Forms for data collection

In addition to automatic data collection, use MS Excel and forms to collect data from your business units. This can augment business units who is still implementing their ERP systems or in a transition period, or simply, to make uploading easier.


“Corporater BMP has been extremely user-friendly and has helped us achieve alignment and visibility across the organization. We now have a clear line of sight between KPIs and action plans with detailed drill-downs that have enabled effective reviews and decision making”.

Maria Mohammad Al Rais

Director Strategy and Planning Division, DED

"Automation of performance management was the key. We wanted a tool that would enhance our decision making, allow tagging and communication”

Amit Tayal

Chief Finance Officer at NCC

“Distributing our resources into the areas of highest priority was a key challenge. We had to find a methodology that quantified strategic objectives and the key performance indicators.”

BSC group

Bergen kommune

“We wanted to automate the budget planning and performance management framework and be assured that all the major business parameters were taken into account.”

R S Kumar

General Manager, New Initiatives, Punjab National Bank

“We were in need of a comprehensive solution that would report both detailed and overall performance, in terms of operational and finance KPIs, while at the same time allowing for analysis and commenting, ensuring a continued improvement in results”

Peter Arne Hansen

Head of performance management, Seadrill Management Ltd.

Get in touch with us for more information

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