Transform Your FP&A

We all love Excel, but sometimes it's not enough

Tired of juggling budget versions and managing access? PlanDelta simplifies budgeting and analysis with automated, streamlined solutions.

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Desktop and mobile tracking built-in
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User monitoring with ease.


How we do it?

Visualisation of PlanDelta's FP&A module

Streamlined Planning Templates

Easily import your Chart of Accounts, define Profit/Cost centers, and create customizable templates without managing multiple file versions.

Controlled Collaborative Environment

Forget the endless back-and-forth emails, assign a planner directly in PlanDelta, the platforms takes care of the rest.

Robust Version Control

Need multiple versions? No problem. PlanDelta allows you to create and combine as many planning versions as necessary, simplifying the approval process and helping you achieve the best budget outcomes.

Automated Budget Reporting

Perform Budget vs. Actuals comparisons, or build your own complex report on Plan vs. Past 3-year Expenses. With pre-built and self-serve reports, PlanDelta manages everything from "Pessimistic version 1.37" to "Optimistic version 3.48," making your budgeting process easier and efficient.

Dynamic Financial Models

Develop flexible financial models that adapt to evolving business conditions. Instantly adjust assumptions and variables to see the impact on forecasts and budgets, giving you the agility to respond to changes effectively.


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FAQs

Does PlanDelta require learning new tools?

No, PlanDelta integrates seamlessly with Google Sheets, allowing you to leverage familiar tools and logic within its platform. This eliminates the need for a steep learning curve and ensures a smooth transition for existing Google Sheet users.

How does PlanDelta support scenario planning?

PlanDelta features an intuitive interface for cloning and adjusting plans in seconds. This allows you to explore various "what-if" scenarios with ease, testing different assumptions and adapting to changing market conditions.

What is the benefit of moving from static to agile planning?

Static planning lacks adaptability in a dynamic business environment. PlanDelta's flexibility allows you to continuously adjust plans based on real-time data and changing circumstances, enabling data-driven decisions with greater speed and confidence.

Does PlanDelta support delegation and approval workflows?

Yes, PlanDelta allows you to set up delegation and approval workflows for specific tasks within the planning process. This streamlines collaboration and ensures accountability.

Is PlanDelta suitable for businesses of all sizes?

PlanDelta caters to businesses of all sizes, offering scalable solutions to meet your specific needs and planning complexity.

Does PlanDelta address challenges with rolling up templates?

Yes, PlanDelta automatically rolls up your templates, eliminating the risk of broken formulas and wasted time associated with manual consolidation.

How does PlanDelta empower users with flexibility?

PlanDelta centralizes Google Sheet input drivers, allowing you to utilize any data point as a planning variable. This unmatched flexibility caters to your unique needs and allows you to tailor your planning process without compromising ease of use.

How does PlanDelta improve collaboration in FP&A?

PlanDelta provides unlimited user access, fostering teamwork through simultaneous planning, collaborative editing, and seamless sharing of insights. This eliminates communication gaps and ensures everyone stays on the same page.

How does PlanDelta maintain data consistency between budget and actuals?

PlanDelta offers a powerful reporting experience where budget vs. actuals structures are always synchronized. This eliminates discrepancies and ensures you work with the latest and most accurate data.