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#BUDGETING AND FORECASTING MODULE

Budgeting and forecasting
system

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

A flexible system
for automating budgeting and forecasting

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.

Budget Templates

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.

Budget Approval

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.

Budget Versioning

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 Rules

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.

Budget Consolidation

Always work with consistent data – without errors from manually merging spreadsheets. Consolidate all budget versions in one place, eliminating chaos and saving time.

Top-Down Planning

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.

Budget and Forecast Revisions

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.

Performance Monitoring

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.

Data Import from Excel and Text Files

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

Budgeting system
integrated with MS Excel

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.

Formatka do budżetowania Rachunku Wyników
Formatka do budżetowania Rachunku Wyników P&L
Formatka do budżetowania kosztów produkcji
Formatka do budżetowania kosztów produkcji
Formatka do przygotowania ilościowej prognozy sprzedaży Middle Out
Formatka do przygotowania ilościowej prognozy sprzedaży Middle Out
Formatka do budżetowania sprzedaży - wolumeny po rynkach
Formatka do budżetowania sprzedaży - wolumeny po rynkach
Wersjonowanie Budżetów w systemie FlexiEPM
Wersjonowanie Budżetów w systemie FlexiEPM - Interfejs użytkownika końcowego.
Automatyzacja budżetowania i prognozowania
Automatyzacja budżetowania i prognozowania

Discover how we can optimize your budgeting and forecasting

and bring automation to your business processes.

Schedule a consultation with an expert >

#BENEFITS

FlexiEPM is the missing link
in budgeting and forecasting

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.

Easier planning

Fast planning without sacrificing accuracy. A complete planning model, automated budget proposals, top-down budgeting capabilities, and integration of forecasts with current orders.

Operational forecasting

Optimization of operational planning and forecasting in sales, production, or logistics departments through integration of the weekly forecast process with data from existing systems.

Accurate data

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.

Long-term planning

Strategic planning and creation of multi-year financial plans. Simulate results using global parameters and strategic initiatives.

Process control

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.

User-friendly interface

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.

Flexible solution

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.

Business partner

We stand out thanks to our practical knowledge of controlling, financial reporting, and business intelligence processes, ensuring effective process implementation and real added value.

Full control over technology development

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.

Selected implementations of the budgeting system

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.

PBKM
nask
tchibo
cedrob

Financial Statements

IFRS 16

HR Controlling

Financial consolidation

Management and Financial Reporting

#CASE STUDIES

Jak wspieramy firmy w zakresie budżetowania i prognozowania?

Sprawdź, z jakimi wyzwaniami mierzyliśmy się dotychczas i jakie rozwiązania wdrożyliśmy u naszych klientów.

hortex logo

Raportowanie i budżetowanie dla Hortex

Efektywne wdrożenie w dziale controllingu czołowej firmie spożywczej. System zapewnił kompletne środowisko raportowania zarządczego, budżetowania i prognozowania.

Jednocześnie zintegrował procesy controllingu finansowego, biznesowego oraz sprawozdawczości Corporate Finance, zapewniając pełną analitykę raportowania.
Przeczytaj case study
raportowanie i budżetowanie w FMCG

Recommendation for a budgeting system

Grażyna Maciejuk
Grażyna Maciejuk
CFO in Instac
FlexiEPM is a highly flexible tool where the report structure can be fully adapted to the specific needs of a company. I recommend this solution because it meets the needs of users at all levels – operational, financial, and executive management.
The implementation team thoroughly identifies the client’s analytical and reporting needs, offering various possible solutions based on their extensive experience. Their knowledge of the subject of data analysis and reporting – not just the technical aspects of implementing the application – greatly facilitates the implementation process.

Book a Consultation with an expert

Streamline your planning, controlling, reporting, and consolidation processes in a single system.
Eliminate errors and reduce time-consuming tasks through integration and automation. 

Mariusz Sumiński

Mariusz Sumiński

Managing Director, Co-Founder

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