Sales and marketing

Software for marketing cost management

FlexiEPM simplifies sales and marketing planning by helping organizations manage new product launches and control marketing expenditures in one integrated system.

The platform enables detailed budgeting of advertising campaigns, promotional activities, and other marketing expenses. This gives you a complete view of the marketing budget in relation to sales plans, making it easier to allocate resources and measure performance. FlexiEPM facilitates seamless data exchange between finance, sales, and marketing teams — improving collaboration, efficiency, and control.

Budgeting for new product sales

FlexiEPM bridges the gap between sales and marketing by supporting coordinated planning for new product introductions.

The system allows precise sales budgeting for both existing SKUs and new products not yet registered in the ERP system. This ensures accurate forecasting and tracking from early concept to market launch.

Dedicated templates make it easy to manage launch calendars, including planned availability dates, distribution channels, production costs, pricing structures, and target margins. FlexiEPM becomes a central hub for launch planning, ensuring alignment between departments and consistency in reporting.

Przykładowy dashboard w systemie FlexiEPM
Sample dashboard in the FlexiEPM system
Monitorowanie realizacji i analiza odchyleń w FlexiEPM
Monitoring implementation and analysing deviations in FlexiEPM

Marketing Cost Budgeting

FlexiEPM is an indispensable tool for managing marketing budgets and monitoring promotional spending, enabling seamless integration of sales performance with marketing activities.

The system allows marketing managers to create flexible budgeting templates for precise planning and coordination of campaigns. These templates make it easy to consolidate budgets across campaigns and plan detailed projects within specific marketing categories. Each template can include campaign objectives, target audience, and links to the company’s overall brand strategy.

FlexiEPM ensures full transparency in marketing cost planning and consistency with financial reporting structures. With automated budget monitoring based on financial data, the platform provides an effective way to control promotional expenditures and track key performance indicators that measure marketing effectiveness.

Promotional Planning

FlexiEPM allows teams to manage promotion calendars and track marketing initiatives within structured budget templates tailored for account managers and marketing leaders.

The system supports detailed analysis of sales and margin performance by brand, market segment, packaging type, or distribution channel, allowing managers to identify improvement areas such as pricing adjustments or product portfolio optimization.

Marketing teams can instantly update product offerings — every change automatically affects sales forecasts and budgets. This unified approach ensures alignment between marketing activities and financial planning, empowering teams to adapt swiftly to market dynamics.

Automatyzacja budżetowania i prognozowania
Automated Budgeting and Forecasting
Prognozowanie sprzedaży -
Sales Forecasting – Sample Report with OLAP Data Series Selection (Multidimensional)

Offer Management

An essential tool for marketing teams, FlexiEPM enables precise data analysis and supports informed, strategic decision-making.

Its sales and margin analytics provide managers with a detailed view of performance across brands, market segments, packaging types, and distribution channels. This level of insight helps identify areas requiring adjustment — such as pricing strategies, product phase-outs, or portfolio optimization.

FlexiEPM templates allow for instant updates to the product offering, automatically reflecting changes in sales budgets and forecasts. The integrated reporting and budgeting process ensures efficient assortment management and enables marketing teams to adapt quickly to evolving market demands.

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IFRS 16

IFRS 16 – lease and perpetual usufruct arrangements

In this post we will answer some common questions on how to recognize and manage lease and perpetual usufruct arrangements to ensure compliance with IFRS 16. We will explain the steps involved in the valuation of assets and liabilities for different types of contracts.

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The impact of IFRS 16 on financial statements

The adaptation of IFRS as an accounting standard affects the presentation of values ​​in financial statements, especially in the context of leasing and rental under IFRS16.
The article examines these changes, showing how this standard modifies the balance sheet, profit, and loss statement and cash flow statement, highlighting key differences and new challenges in financial reporting.

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What do customers say about us?

Iwona Borowska
Iwona Borowska
Deputy Chief Accountant
From the perspective of the monthly reporting process and the necessary support for reporting processes, Notus Finanse S.A. highly values the use of the tool for calculating IFRS 16 lease agreements.

The tool allows for ongoing verification of the consistency of entered parameters, resulting in data sets necessary for reconciling financial and accounting balances.

FlexiEPM provides the ability to analyze data from the input level, enter supplementary information and parameters in various configurations, resulting in a fully automated, consistent repository of lease agreements and a set of reports enabling clear analysis of data and transactions necessary for the work of the finance department.

Michał Gumiński
Michał Gumiński
Financial Director at Torf Corporation
Working with FlexiSolutions allowed me to create a flexible ecosystem that addresses difficult operational issues such as sales planning and consistently reflects them in the controlling area.

It's particularly worth emphasizing the flexibility of the FlexiSolutions team's solutions and highly problem-solving approach – thanks to this, we were able to find non-standard solutions that out-of-the-box systems couldn't handle.
Marcin Radziszewski
Marcin Radziszewski
Financial Director at PBKM S.A.
The system has handled the Group's scale and complexity very well – as a result of the implementation, we have a consistent repository of financial data for all consolidated companies, regardless of differences in the systems and structures of accounting records maintained at the individual level.

From the perspective of the monthly reporting process, we particularly value the use of control reports, which allow for quick verification of the consistency of local data provided by companies, as well as reports that simplify the reconciliation of balances and settlements.

Additionally, the tool's capabilities were utilized to gather and consolidate budgets for all companies. Seeing real benefits, we are systematically expanding the scope of the system's use within our company, not just in the finance department.
Piotr Kamiński
Piotr Kamiński
Vice President of the Management Board at Wielton SA
The implemented tools broadly support controlling and management reporting processes at the level of the parent company, Wielton S.A., and its subsidiaries. The system is constantly developed and adapted to the growing needs of the enterprise (...).

Currently, FlexiEPM is used by all 16 companies in the group, and the solution is used by over 100 users.
One of the implemented modules is the intragroup transaction reconciliation module. The provided tool enables transaction reconciliation within management and stock exchange reporting processes.
Grażyna Maciejuk
Grażyna Maciejuk
Chief Financial Officer at Instac
FlexiEPM is a highly flexible tool whose reporting structure can be fully customized to the company's specific needs. I recommend this solution because it meets the needs of users at various levels – operational, financial, and management.

The implementation team thoroughly understands the client's analytical and reporting needs, proposing various possible solutions based on their extensive experience. Their knowledge of data analysis and reporting, not just the technical aspects of application implementation, greatly simplifies the implementation process.
Jolanta Anton
Jolanta Anton
Chief Accountant at MediaMarktSaturn Polska
The solutions provided by FlexiSolutions enable automatic processing of input data in the form of appropriate SAP R/3 reports and transactions, and enable users to enter additional information and parameters directly using specially designed forms.

The implemented configuration provides full support for reporting processes, including the ability to automatically prepare final reports in XML structures compliant with regulatory requirements.
Justyna Szumowska
Justyna Szumowska
Chief Accountant at Transition Technologies
The system was used to prepare individual reports for group companies and consolidated reports. Currently, the system is used by 18 group entities (including foreign subsidiaries). The set of reports allows for clear analysis of transactions between companies.

Control reports allow for data analysis from aggregate values to the lowest level of input data. The solution was tailored to the specific needs of our organization. Financial and accounting data processing mechanisms ensure appropriate process automation. The result is a consistent repository of financial data for all companies, regardless of differences in systems and structures.
Michał Kacprzak
Michał Kacprzak
Member of the Board at Baltona
FlexiEPM supports the following reporting areas: consolidation in the statutory system for monthly reporting packages for the owner, preparation of individual and consolidated reports for stock exchange reporting, preparation of annual reports in accordance with the Accounting Act, and consolidation and management reporting.

The system demonstrates the flexibility necessary to support various capital structures, and the implementation team has the appropriate competencies and experience to effectively carry out implementation and development work.

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Mariusz Sumiński

Mariusz Sumiński

Managing Director, Co-Founder