Financial Planning, Forecasting and Budgeting

Financial planning is about having a foot in the future, being able to use historical numbers combined with an outlook for the future to set your budgets and plans for the future. For large, growing and complex organizations having backing from technology increases the quality of the financial conversations.

Instead of spending time finding and adjusting the numbers, staff can now spend time focusing on the quality of their financial plan and focus on the accuracy of their budgets. Through the Corporater Business Management Platform, financial models with a tailored organizational seem can be set up to match the reality each organization faces.

Connect your financial systems or type in your data and let the system follow up the budgeting and forecasting. Create approval workflows and have your plans communicated and implemented organization wide.

Corporater Financial Planning Software

Key Areas Supported

  • Financial Planning
  • Connect your balance sheet
  • Consolidate financial results
  • Conduct your Business Review Meetings
  • Benchmark your budget numbers to actual numbers
  • Forecast numbers based on historical numbers
  • Import your organizational model
  • Perform your budgeting process within the system
  • Budget approvals
  • Drill down into historical numbers
  • Currency conversion
  • Benchmark Financial results
  • Connect Financial result to individual bonus plans
  • Data upload through forms, Spreadsheets or automatic collection

Key Features

  • Business framework support
  • Advanced traffic light settings
  • 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 trial

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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 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.

Reports and Presentations

Create dynamic reports and Powerpoint Presentations and have them ready for your meeting. The Corporater system can generate dynamic content and you can schedule delivery of the reports to be prepared for your Business Review Meetings.


“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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