Transform your finance reporting from manual to magical.

Finance teams today are managing data from too many places — ERPs, accounting systems, spreadsheets, CRMs, and more. Consolidating that information into a single, accurate P&L report can take days and often relies on IT or external BI tools.

That’s where PlanDelta changes the game.

_{Your Data, Unified in Minutes}

PlanDelta connects directly to your accounting system, ERP, or even plain spreadsheets.
Upload your data from any source, and PlanDelta automatically consolidates everything into one clean, structured dataset — no manual work required.

Within minutes, you’re ready to build your P&L report.

Build Custom Reports Your Way

With PlanDelta’s Report Builder, you can drag and drop accounts, choose your preferred layout, and add your own formulas.

Whether you need to calculate operating profit, EBITDA, or departmental margins — you’re in full control.
Once built, instantly compare actuals vs. budgets or plans, and drill into any figure to understand what’s driving it.

Turn Reports Into Interactive Dashboards

Now for the fun part: visualization.
With a few clicks, your reports become interactive dashboards that you can explore, filter, and present — no Power BI setup, no IT tickets, no waiting.

Switch between table views and interactive charts, drill down in seconds, and uncover insights instantly.

You can even present your dashboards as live slideshows directly in PlanDelta — no PowerPoint needed.

Real-Time Storytelling for Finance

PlanDelta keeps your data, structure, and calculations perfectly aligned — ensuring that every chart and insight comes from a single source of truth.

The result:
One platform. Real-time insights. Financial storytelling made simple.

Contact us to schedule a demo and see how your finance team can build complete P&L reporting and dashboards in under an hour.