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Budgeting and Forecasting

You'll find everything your business needs to manage the bottom-up and top-down budgeting process. Whitebirch Planning has been designed specifically for the task, so you'll gain actionable budgets and plans and benefit from reduced cycle time.

You can create dynamic budgets using key financial and non-financial business-drivers, for a more realistic working model of your business. Improve the accuracy of forecasts and your ability to rapidly re-forecast with Whitebirch Planning.

  Key Budgeting Features
    Easy data import and configuration
    Fully integrated financials
    Plan vs. Actual
    Client-Server Architecture, our server or yours
    Unlimited What-if Scenarios and comparisons
    Consolidations
    Dashboard Reporting
 

Easy Data Import:

Whitebirch accepts data from multiple spreadsheet formats. Formats are divided into two categories including specific accounting packages and generic layouts. >> more information

 

Fully Integrated Financials:

Each model includes an income statement, balance sheet, and cash flow statement for up to twenty-five years.

All three financial statements are integrated so they stay in full agreement.

 

Plan Vs Actual:

Compare and contrast views of your financial data.

Use historical data as a basis for your budget, and then replace projections with actual data as time moves forward.

 

Scenario Comparisons:

Virtually any business condition can be analyzed when key data – historical, actual, budget, forecast, and unlimited scenarios – all reside within the same model.

Build a base plan, and use any number of scenario overlays to make key changes that differentiate possible outcomes.

Simply turn the layers on or off to understand the financial impact of each scenario without losing the original data. Then choose which combination of scenarios to view and compare.

 

Consolidations:

Whether for company consolidations, department roll ups, or merger and acquisition analysis, you can combine multiple models into a single larger model.

With Whitebirch's innovative design, you have unheard-of power and flexibility. Each entity can be modeled and analyzed individually and then viewed together.

 

Dashboard Reporting:

Monitor the metrics that are key to your business's performance. View them as any combination of tables charts and graphs.

   
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Call: 800-335-1243 or 978-565-1555