#BUDGETING AND FORECASTING MODULE
With FlexiEPM, planning becomes simpler, faster, and more accurate.
You automate budgeting and forecasting processes without giving up the layouts and templates you know well.
You gain full control over your data, avoid errors, and free up time for analysis and making the right decisions — instead of spending it on tedious spreadsheet preparation.
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Integration with Microsoft Excel!
#FLEXIEPM Features
You’ll get a planning process perfectly tailored to your company’s reality — without compromises or unnecessary complexity.
Ready-to-use functionalities and flexible modeling will let you quickly implement a solution that streamlines controlling and ensures full control over budgets.
Instead of adapting to the tool, the tool adapts to you — enabling you to plan faster, settle more efficiently, and respond more effectively.
Provide users with budget templates exactly when they need them. Centrally manage planning structures and forms, automate data flow, and simplify the entire planning process.
Gain full control over the budgeting process – from submission to approval. Automate the circulation and authorization of plans in line with your company’s internal organizational structure.
Create as many plan versions as you need – quickly build simulations, copy data between variants, and adjust parameters without tedious work in Excel. This makes it easy to prepare scenario analyses and respond flexibly to the needs of the Management Board or Supervisory Board.
Budget logically and consistently – link individual plan elements using formulas and parameters. This way, you create dynamic models that are easy to update, expand, and analyse.
Always work with consistent data – without errors from manually merging spreadsheets. Consolidate all budget versions in one place, eliminating chaos and saving time.
Quickly prepare central planning assumptions and distribute them across individual units. Instead of starting from scratch, base your approach on strategy and allocate resources more efficiently.
Respond to changes as they happen – update budgets and create forecasts at any time of the year. This way, you maintain financial control year-round, not just during the annual cycle.
Track budget execution in real time, analyse variances, and take action before problems arise. A single data model connects budgets, forecasts, and actuals – without the need for manual file comparisons.
Easily bring data from local files into your analyses and reports. Regardless of the source, integrate quickly and conveniently – increasing the completeness of your analysis and making the entire planning process more flexible.
#format examples
See how FlexiEPM supports budgeting at every stage — from planning and versioning to variance analysis and data consolidation.
Work with a single, integrated tool for controlling and reporting that you can implement gradually, adapting it to the pace and needs of your organization.
and bring automation to your business processes.
#BENEFITS
Have you ever wondered how much time your managers waste on manual budgeting in Excel instead of focusing on analysis and decision-making?
FlexiEPM is a system that works seamlessly with MS Excel, combining its familiar environment with advanced planning capabilities. This makes preparing budgets and forecasts simpler, faster, and more convenient for every user.
Fast planning without sacrificing accuracy. A complete planning model, automated budget proposals, top-down budgeting capabilities, and integration of forecasts with current orders.
Optimization of operational planning and forecasting in sales, production, or logistics departments through integration of the weekly forecast process with data from existing systems.
Ensure consistency and accuracy of budgets and forecasts thanks to the integration of planning data flows between departments. Forget about formula errors and broken links in Excel files.
Strategic planning and creation of multi-year financial plans. Simulate results using global parameters and strategic initiatives.
Full transparency of budgets and forecasts. Manage access to templates and monitor progress while maintaining full flexibility to create as many plan versions and scenarios as needed.
We enable all processes to be carried out in a familiar and ergonomic Excel environment, eliminating resistance before implementation and the need for extensive employee training.
Based on identified needs and challenges in your organization, we tailor system functionalities to unique requirements without compromising features. Moreover, the modular design makes it easy to scale and expand the system with new solutions as your company’s needs grow.
We stand out thanks to our practical knowledge of controlling, financial reporting, and business intelligence processes, ensuring effective process implementation and real added value.
The system is continuously updated and adapted to the specific requirements of the Polish market. We respond quickly to changes in legal regulations and reporting standards.
FlexiEPM is not a ready-made template – it is a system we adapt to the specific needs of each organization. When implemented, clients receive a tool that fully reflects their internal processes, goals, and decision-making structure. As a result, reports stop being just a monthly obligation and become a daily support tool for owners, managers, and controlling teams.
Instead of wasting time on tedious collection and merging of data from different sources, companies gain a single, unified environment for analysis, planning, and responding to changes. This directly translates into greater financial transparency, more accurate decision-making, and a tangible acceleration of business growth.
#CASE STUDIES
Sprawdź, z jakimi wyzwaniami mierzyliśmy się dotychczas i jakie rozwiązania wdrożyliśmy u naszych klientów.
W pierwszym etapie wdrożenia FlexiEPM został wykorzystany jako narzędzie do raportowania wyników w układzie zarządczym. Sukces projektu zaowocował rozbudową rozwiązania o kolejne moduły. Obecnie FlexiEPM pokrywa wszystkie procesy i obszary controllingu. Rozwiązanie wspiera raportowanie, budżetowanie i prognozowanie, a z systemu korzysta pion finansów oraz analitycy i menedżerowie sprzedaży, marketingu i produkcji.
FlexiEPM zostało wdrożone w dynamicznie rozwijającej się firmie logistycznej Grupy XBS Logistics, by zautomatyzować raportowanie zarządcze oraz wprowadzić zaawansowane mechanizmy prognozowania, w tym model Cash Flow. System zintegrował dane finansowe i operacyjne, wspierając CFO oraz Zarząd w podejmowaniu decyzji dotyczących finansowania operacyjnego i strategicznego.
Orbico Polska, strategiczny dystrybutor wiodących marek FMCG, wdrożył FlexiEPM jako narzędzie wspierające controlling finansowy i komercyjny. System umożliwił precyzyjną alokację kosztów, raportowanie rentowności dostawców i odbiorców, a także budżetowanie zatrudnienia i wynagrodzeń. Dzięki integracji z SAP R/3 oraz narzędziami sprzedaży i promocji FlexiEPM stało się kluczowym elementem efektywnego zarządzania finansami i operacjami w Orbico Polska.
Streamline your planning, controlling, reporting, and consolidation processes in a single system.
Eliminate errors and reduce time-consuming tasks through integration and automation.
