Excel-Based Budget Upload Solution for FinancialForce
Speed Up Budgeting CyclesBudgets and forecasts are an important part of your business and planning process. They are an essential tool for managing risk, yet companies often rely on manual, error-prone processes for getting the information from various departments into FinancialForce. Due to the complexity, some companies don’t even find the time for this important financial process. Budget Wand is an Excel-based solution that is tightly integrated with the budgeting functionality in FinancialForce. When paired with GL Wand, Budget Wand can be used to combine prior year actuals into re-usable budget collection models. Budget Wand streamlines the budget load process by validating budget data before it is loaded into FinancialForce. Budget Wand is purpose-built to easily load budget or statistical data into the Reporting Balances Object in FinancialForce.
Streamline the creation, distribution, and loading of budgets with rich, user-friendly functionality.
Ensure a highly efficient budgeting process by combining these solutions together.
Real-Time Actuals from FinancialForce Accounting
Adjust Budget Values
Upload to FinancialForce from the Same Workbook
Refresh Workbook to See Updated Values
For uploading budgets to the FinancialForce Oracle GL, Budget Wand is an easy-to-use Excel solution that empowers users to:
- Create/edit models, validate and upload data
- Mass create and distribute budget models to budget owners
- Share to include historical budget vs. actual values for reference
- Create rolling forecasts
- Access GL Wand to drill down to the underlying values
Meet all your important financial budgeting and forecasting requirements.
Fast Access to your Data Drivers
Flexible, user-defined layouts include Budgets, Periods, Companies, and Currencies.
Quick Budget Creation
Create models and reuse them annually—or during the multiple iterations of a cycle.
Easy Budget Consolidation from Multiple Departments
Detailed error messaging makes it easy to quickly identify errors before loading.
More Time to Analyze Budgets After Load
Easily create budgets spanning years, periods, or multiple Companies.
Budget over Multiple Periods and Years
Use Excel as a front end to FinancialForce Budgeting functionality.
Accelerate Budgeting and Forecasting Cycles
Build budget templates with Excel wizards, no Sysadmin support required.
Owners can Manage their Budgets and Forecasts
Rolling forecasts can be a powerful differentiator for companies striving to remain competitive. Unfortunately, most organizations can't achieve them today. What if it didn't have to take years, large investments and big process changes to get there? Your current technology, processes and planning models might be closer than you realize.