Whitebirch Planning

Whitebirch offers a best-in-class budgeting, forecasting and planning solution that delivers robust, fully integrated financial models. The dynamic, driver-based budgets and rolling forecasts improve the accuracy of strategic plans and enable rapid response to changing market conditions. Models are highly transparent and easy to follow, making for the clear, unambiguous presentation of the financial case.

Whitebirch Planning & Modeling solution is powerful and easy to use, and can be deployed rapidly and cost-efficiently either on-demand or on premises. Begin the transition to dynamic budgeting and planning and enhance the predictability of future results.

Dynamic budgeting, forecasting, and planning – Whitebirch lets you create dynamic budgets using key financial and non-financial business drivers, producing a more realistic working model of your business. Gain an understanding of the cause-and-effect relationship between key performance drivers, thereby improving the accuracy of forecasts.

Single solution, true integration – Working within a unified solution streamlines the budgeting, forecasting and planning process, saving time and money. Users can build sophisticated budgets, and without having to switch to Excel, use that information to create accurate forecasts and plans. You get a consolidated, integrated view of the business within a single environment.

Business insight, alternative plans and strategies – Whitebirch’s platform lets you efficiently create unlimited alternative scenarios and have them all reside within the same model. A change to the underlying model flows seamlessly through all scenarios, making model maintenance a breeze. Flexibility like this lets you weigh the benefits and risks of various plans and strategies with greater confidence.

Link or consolidate; analyze separately or together – Whether evaluating a company for a merger and acquisition or analyzing multiple divisions in the same company, it can be challenging to model multi-entity corporate structures when using spreadsheets. Not with Whitebirch. Combine multiple models into a single consolidated model. Link other Whitebirch models together.

Fast transition from accounting data to integrated plan – Using our suite of integration tools we will import your historical accounting data and construct a projection ready model in less than a day. You’ll receive immediate benefit from the built-in analysis and data visualization tools, even before you start the budgeting and planning process.