Planning Maestro Product Overview

Planning Maestro is an easy-to-use Business Performance Management application, designed for the mid-market enterprise, that automates many of the time-consuming activities in the planning, budgeting, forecasting, reporting and analysis process.  A giant leap beyond spreadsheets, Planning Maestro delivers extraordinary efficiencies, deep visibility and  increased agility to help you manage the financial health of your business. 

Extraordinary Efficiencies

Planning Maestro streamlines your most complicated planning and budgeting process by eliminating the need to manage and maintain hundreds of formulas and worksheets.   Its built-in financial intelligence and business logic eliminates errors associated with formulas, macros, workbook links and ensures 100% accuracy in your calculations.   Wizards, menus and drop down boxes for pre-built spreads and schedules guide you through the budget preparation and reporting process saving you hours normally devoted to replicating and maintaining these settings over and over again in multiple areas of your spreadsheets.   Data is updated in real-time so when executive management asks  "Can you change this?"  you'll have your new reports in minutes!

Deep Visibility

Planning Maestro's flexibility multi-view/multi-hierarchy capability allows you to budget and report by various entities including customer, product, location, division, manager, channel - going beyond the limitations of your Chart of Accounts.  You can drill down into the details (at a transaction level) to see the "why" behind the numbers.  Something difficult and tedious to do in spreadsheets.

Increased Agility

Conditions change.  You need to respond.  Planning Maestro, business performance management tool, is like your financial compass providing you with real-time analysis of possible scenarios and their impact on headcount, profitability and cash flow.    With Planning Maestro you can:

  • Incorporate business drivers into the business performance measurement process
  • Tight alignment with your Chart of Accounts for accurate variance analysis
  • Perform mutli-dimensional reporting with roll-ups
  • Perform "what-if" scenarios and change analysis
  • Generate a reforecast by splicing together various versions of actual, budget or forecast data

 

Discover how Planning Maestro, business performance management software, is the clear choice over formula-based tools.  

Built-in Financial Intelligence and Business Rules     Why it matters to you?

Planning Maestro’s powerful calculation engine incorporates dual-journal entry methodology (debits/credits) ensuring your calculations are mathematically correct and based on sound accounting principles.  It’s built-in intelligence knows the behavioral attributes of each type of account  i.e. revenue, expenses, balance sheet, cash accounts, equities – and their relationships to ensure roll-ups and consolidations are done properly.  

100%  Accuracy.    There is no need to create, maintain or troubleshoot formulas or macros. Through a series of menus, prompts and wizards, you enter the parameters and the data and Planning Maestro does the calculations for you – ensuring your numbers are 100% accurate numbers, all the time, every time.   Any changes to the data are automatically updated and reflected in the related parts of the model.

Synchronized Chart of Accounts and Organizational Hierarchy    Why it matters to you?

Planning Maestro’s innovative modeling design allows you to marry your Chart of Accounts with your Organizational Hierarchy so you can slice and dice your data to generate the most meaningful reports based on the way your business actually operates  - going beyond the limitations of your Chart of Accounts.

 Improved Operational Analytics.  Do you know who your most profitable customers are?  Most efficient Sales Managers?  With this type of integration, your finance team and managers can understand the impact of their operation’s performance against the company’s strategic goals.
Precise Cash Flow Statements, Integrated Financials    Why it matters to you?

With Planning Maestro’s built-in financial intelligence, the Balance Sheet is automatically built off P&L transactions. The Statement of Cash Flow is automatically built from the Balance Sheet. The result?  All your financial statements are perfectly synchronized.  Unlike formula-based tools, there are no "cash plugs" and "approximations" of Days Payables and Day Sales Outstanding.   

 Trustworthy data for sound financial decisions.   Do you want to make vital business decisions on headcount, expansion, cost cutting measures based on "close enough" numbers or exact, precise numbers?    Planning Maestro gives you the precision you need to feel confident in your numbers.
Built-in Reporting - Right Out-of-the-box    Why  it matters to you?
Planning Maestro installs with numerous GAAP-compliant  reports – at the ready.   These include presentation-style reports and drill-down reports enabling you to start analyzing the business in minutes.  You can then customize your reports to fit your particular needs.

Cost savings.  No Programming.   There are no costly and time-consuming programming requirements to develop and maintain reports. With Planning Maestro you have the option of generating reports from Planning Maestro or exporting them to Excel or your resident G/L system.

Ready to use upon Installation  Why it matters to you?

Planning  Maestro installs like a "Windows Office" application.  It's that easy. It takes only minutes with NO or little IT support.  You can get started with the application upon installation.    

 Less demand on IT.   For most SMBs, demand on IT resources is acute but with Planning Maestro, the program is designed to minimize IT resources and maximize use by the finance team and budget contributors upon installation.

 

 
 
 

 Planning Maestro Brochure