How Finance Professionals Overcome Planning and Reporting Challenges with 21st Century Solution

Presentation and Product Demo by Upaya the Solution and Oracle NetSuite


CFOs, Controllers and FP&A Managers, it’s common to see your financial planning process slow down after your organization reaches a certain size. If you are still using a 20th century tool such as Excel, you might be facing:

- Difficulty obtaining metrics for critical decision-making
- Inconsistent data collection and cross referencing
- Cumbersome and slow to generate presentation-ready report with accurate data
- Need for better and more effective business intelligence
See how the right system, strategy and software platform can improve your timeline and data accuracy, while delivering a seamless, unified planning and reporting experience for your organization. A 21st century cloud software system for planning and budgeting can provide your company with features include:

- Real-time team collaboration
- Multi-dimensional data modeling
- Dashboard with KPIs and presentation-ready reports
- Integration with ERP and other systems

The robust NetSuite Planning and Budgeting (NSPB, aka Oracle Planning Cloud) platform offers immediate value and greater productivity for financial planners, analysts, modelers, and decision-makers across all lines of business within an enterprise. NSPB is designed to scale and perform with flexible and customizable deployment options and virtually no learning curve.

There are many product features in NetSuite Planning and Budgeting, but Upaya can get it set up quickly and effectively:

- Strategic Workforce planning to ensure organizational objectives are met
- Financial Statement Planning for more accuracy and actionable insights
- Predictive Planning to optimize planning with pre-built statistical modeling engine
- Simplify Travel and Expense Planning by keeping strategy aligned with execution using built-in intelligence and analytics
- Streamline Capex Planning by enabling forecasting capital expenses and its impact on financial statements - …and more!

Explore how NetSuite and Upaya can transform your organization using NSPB! You will experience benefits include:

- Deliver seamless planning process and management reporting
- Cut down time spent on data validation and clean-up
- Leverage flexibility of cloud system and built-in financial AI

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