Audit-compatible financial consolidation and BI reporting tool

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plandelta screen
1

Audit-compatible
consolidation

Consolidate accounting data across multiple legal entities and enrich it with details from payroll (and revenue details CRM Integrations - coming soon).

  • IFRS-grade FOREX converter
  • Intercompany eliminations and Adjustments interface
  • Confirm whether the accounting policies have been applied correctly

As part of our expansion strategy we have acquired companies in new markets. We inherited their accounting structures and PlanDelta allowed us to consolidate the new businesses in days.

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2

Transformation into
management structure

We are a large manufacturing company that has a complex operational unit. We needed a tool that controls how we allocate expenses, analyse our profitability and then share it with our board.

Transform the consolidated financial data into management reports and allocate cost and profits to see results per business structure or project. Build a consolidated management reporting structure without losing the link to statutory accounting source.

  • Available allocations: Cost to Profit, People to Profit, People to Teams
  • Change management structure at any time and apply it backwards and/or forward in seconds.
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3

Metrics
and BI reports

Build custom financial metrics and reports or choose from the large library of pre-built ones. Use our metrics builder that requires no coding experience and execute more complex queries than Excel formula alternatives.

  • Enabled Power BI within PlanDelta
  • No-code metrics and KPIs engine
  • User access controllers

As a startup, we have to provide our investors with monthly updates on our companies. PlanDelta allows us to create the metrics they require and present them through the most recognised BI tool globally.

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Data-driven
business decisions

Transform your business using the insights gained from PlanDelta. Review your business plan and make data-driven decisions to improve your profitability and drive your business forward.

See full list of features

Auditability

Gain the critical trust on the numbers by analysing data on transactional level

Time to Value

Implementation in 1 business day. Free of charge customer support

1 hour
monthly update

Update in 1 hour with no tech experience needed

PlanDelta is System Agnostic

PlanDelta is the only financial consolidation tool with file upload functionality, which you can use with any system that does not have API integration capabilities.

What PlanDelta can do for you?

I want to consolidate my accounting and payroll data

With PlanDelta you can consolidate accounting data from different systems of record and enrich it with payroll details. You can use our file upload functionality for systems that may not have API integration capabilities, allowing you to use any system.

I want to consolidate financial data for multiple legal entities

With PlanDelta you can have official financial reports for your parent company consolidated in an interactive version with breakdowns.
Our IFRS-grade FOREX converter will take care of FOREX exchanges automatically in case your companies operate in different currencies.

I want to create cost to profit allocations

PlanDelta’s allocation functionality allows you to bridge costs accumulated in cost centres to profit centres. You can create interactive P&Ls by profit centres and see their breakdown with the click of a button.

I want to allocate my employees to teams and cost centres

PlanDelta allows you to link employees from your Payroll/HR system to Plandelta’s cost centre structure and have a digital interactive organisational/workforce structure. Moreover, you can see how each employee’s salary, team and allocations have changed over time.

I want to create my own metrics easily

PlanDelta’s “no code” metrics builder allows you to easily create complex metrics. With the drag-and-drop functionality you can create anything you want to see, such as your gross margin, EBITDA or your monthly revenue per sales employee.

I want to create my own KPIs

With PlanDelta you can build KPIs for particular metrics so that every time the value of a metric reaches the KPI threshold, you receive an alert and you can research why the change has occurred.

I want to easily audit the data I upload

Тhrough PlanDelta’s data audit functionality you can gain critical data trust on the numbers and track them back from BI reports, metrics and profit centres to their original statutory accounting source.

I want to create and visualise financial reports

You can create custom financial reports and graphs or use the pre-built ones to better preview and analyse your data.

I want to consolidate my accounting and payroll data

With PlanDelta you can consolidate accounting data from different systems of record and enrich it with payroll details. You can use our file upload functionality for systems that may not have API integration capabilities, allowing you to use any system.

I want to consolidate financial data for multiple legal entities

With PlanDelta you can have official financial reports for your parent company consolidated in an interactive version with breakdowns.
Our IFRS-grade FOREX converter will take care of FOREX exchanges automatically in case your companies operate in different currencies.

I want to create cost to profit allocations

PlanDelta’s allocation functionality allows you to bridge costs accumulated in cost centres to profit centres. You can create interactive P&Ls by profit centres and see their breakdown with the click of a button.

I want to allocate my employees to teams and cost centres

PlanDelta allows you to link employees from your Payroll/HR system to Plandelta’s cost centre structure and have a digital interactive organisational/workforce structure. Moreover, you can see how each employee’s salary, team and allocations have changed over time.

I want to create my own metrics easily

PlanDelta’s “no code” metrics builder allows you to easily create complex metrics. With the drag-and-drop functionality you can create anything you want to see, such as your gross margin, EBITDA or your monthly revenue per sales employee.

I want to create my own KPIs

With PlanDelta you can build KPIs for particular metrics so that every time the value of a metric reaches the KPI threshold, you receive an alert and you can research why the change has occurred.

I want to easily audit the data I upload

Тhrough PlanDelta’s data audit functionality you can gain critical data trust on the numbers and track them back from BI reports, metrics and profit centres to their original statutory accounting source.

I want to create and visualise financial reports

You can create custom financial reports and graphs or use the pre-built ones to better preview and analyse your data.

What people ask

Here’s how PlanDelta can consolidate financial data on two major levels:

Level 1: Per business entity

Using the PlanDelta tool, you can automatically combine accounting data and payroll data (revenue stream consolidation is coming up soon). This allows you to analyse strategic business information, measure profitability per business unit or project and make data-driven decisions.

 

Level 2: Per group of business entities (holding group)

For companies that operate with multiple business entities, moreover in multiple countries, it can be challenging to see the big picture. PlanDelta is designed to address this by consolidating all your financial information into a single view. With PlanDelta’s audit-proof FOREX converter and the ability to drill down into cost or profit centres, you can uncover business insights for the holding as a whole and strategically plan for the future.

With PlanDelta’s user-friendly onboarding process, you can complete the setup within 1 day, from system connection or file upload to cost-to-profit centre mapping and BI.

  1. The process starts with an initial one-hour call during which we provide a tour around the platform. 
  2. After the call, you can continue the process independently, without the need of any consultants.
  3. Our team of expert advisors will be available to assist you in case you encounter any difficulties during the onboarding process.
  • With PlanDelta you can perform monthly uploads of data in under one hour. 
  • If your accounting and payroll systems are connected with the platform, the data upload will be automatic.
  • The consolidation of data, once the mapping rules are set up, will happen automatically.
  • The metrics, KPIs and BI reports will update automatically as well.
  • PlanDelta’s data audit functionality provided a clear view of the data transformation process from statutory accounting data to management finances in both directions. 
  • You can analyse data on transactional level to get more details and insights in the analysis. 
  • This enables you to gain trust in the critical data, which can be difficult to achieve through manual consolidation via spreadsheets.

We are particularly proud of these two of PlanDelta’s features: the FOREX engine and inter-company elimination and adjustments capabilities. If you’re interested in learning more about these features, please schedule a demo and we’ll be happy to discuss them with you in more detail.

PlanDelta is agnostic in terms of system integration. If there isn’t direct API from your system, you can use direct file upload and mapping engine to unify the different data structures into one PlanDelta mapping functionality will allow you to transform data from any system into your management accounting logic and be able to fit it in and pull the metrics and reports you need.
If any of your systems are not in the list with available integrations, please contact us to include it in our next release.
Until then or in case your system does not have API integration, it is always an option to download your data from the system and upload it in PlanDelta as files.
You can opt out of PlanDelta at any time depending on your plan.
We recommend you start with a trial account and then move to a monthly package.
And once you are sure PlanDelta matches your needs you can switch to a yearly plan and save on it.
No, the current PlanDelta module enables data consolidation and analysis.
In the near future, the Financial Planning module (expected to be available by the end of 2023) will allow for an expanded plan vs actual analysis.
PlanDelta has in-built BI functionality for data visualization. We are working on integration with PowerBI and will announce it soon

PlanDelta’s free connector can integrate seamlessly with your existing PowerBI instance and will bring all reports and metrics into your system.

Yes, with PlanDelta’s “no code” metrics builder you can derive complex custom metrics from your data model. In addition, you can set KPIs alerts for any metric. Every time the value of a metric reaches the KPI threshold, PlanDelta will notify you and you can research why the change has occurred.
Yes, we have a library of predefined financial reports which you can use instantly in PlanDelta once your data is uploaded.
You also have a full capacity of BI (PowerBI) that you can use to build your own custom reports.

Implementation Process

  • step 1
  • step 2
  • step 3
  • step 4
  • Book a demo
  • Test with your
    actual data
  • Verify if it fits
    your needs
  • Become a
    Plandelta pioneer

Become a PlanDelta pioneer!

First 500 companies get:

  • 1 month FREE trial
  • Early access to new features
  • Demo with your actual data

 

Are you an accounting or CFO as a service firm?Contact us to customise a plan according to your preferences.

Book a demo