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Enterprise Performance Management

Enterprise Performance Management Built For Modern Finance

Complete EPM transformations spanning planning, consolidation, close automation, and reporting - delivered with battle-tested accelerators that cut implementation time by 40%.

Challenge

The Challenge & Our Solution

Excel's power with the control and automation of enterprise EPM

Common Obstacles

  • Budgets and forecasts scattered across hundreds of Excel files

  • No version control, leading to errors and reconciliation nightmares

  • Manual consolidation taking days or weeks each period

  • Lack of visibility into planning progress across departments

  • Inability to model scenarios or perform variance analysis efficiently

  • Finance teams spend 75% of time gathering data instead of analyzing it

The Finaptive Solution

  • Work in Excel with centralized database backend for version control

  • Automated data collection from source systems into planning models

  • Real-time consolidation with audit trails and drill-back capabilities

  • Workflow automation with approval routing and status tracking

  • Instant scenario modeling and what-if analysis across all plans

  • AI-powered insights and automation through Copilot

Your Unfair Advantages

Finaptive EPM Accelerators

Seven battle-tested frameworks that cut implementation time by 40% while delivering better outcomes.

Planning Model Library

Transform annual budgets into continuous strategic planning with driver-based models and rolling forecasts built on the Excel-native platform.

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EPM Accelerators

Planning Model Library
The Accelerator
  • Pre-configured Vena templates for revenue, OpEx, workforce, and CapEx planning
  • Industry-specific driver-based calculation logic and formulas
  • Workflow templates with Vena's native approval hierarchies
  • Multi-year strategic planning integrated with annual budgets
  • Top-down and bottom-up reconciliation using the data model
Key Capabilities Enabled
  • Rolling forecasts with configurable time horizons using dynamic dates
  • Scenario modeling with instant recalculation across Vena data cubes
  • What-if analysis that updates across all related schedules
  • Automated actuals loading from source systems into planning models
Typical Outcomes
  • Budget cycle reduced from 10-12 weeks to 2-4 weeks
  • Forecast accuracy improved by 15-25%
  • Scenario creation accelerated from days to hours
  • Department participation increased from 40% to 90%+

Consolidation Engine

Automate multi-entity consolidations with pre-built eliminations, currency translation, and complex ownership structures.

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EPM Accelerators

Consolidation Engine
The Accelerator
  • Pre-configured intercompany elimination logic and matching rules
  • Currency translation frameworks using Vena's built-in rate management
  • Ownership structure templates for minority interests and hierarchies
  • Pre-consolidation adjustment workflows in the approval system
  • Audit trail automation leveraging Vena's version control
Key Capabilities Enabled
  • Automated intercompany eliminations across all entities
  • Multi-currency consolidation with multiple translation methods
  • Statutory and management reporting in a single platform
  • Real-time consolidated reporting with drill-to-detail in Excel
Typical Outcomes
  • Consolidation time reduced from 7-10 days to 2-3 days
  • Intercompany elimination errors reduced to near-zero
  • Currency translation automated (hours vs. days)
  • Audit preparation time cut by 50-70%

Close Automation Framework

Streamline your month-end close with task management, automated journal entries, and variance analysis.

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EPM Accelerators

Close Automation Framework
The Accelerator
  • Pre-built close task templates and checklists
  • Automated journal entry creation using formulas
  • Variance analysis templates with automated commentary
  • Real-time close status dashboards built in Vena Insights
  • Integration patterns for ERP journal posting
Key Capabilities Enabled
  • Standardized close calendar with task dependencies
  • Automated reconciliation of trial balance to planning models
  • Real-time visibility into close progress across teams
  • Exception-based workflows for variance investigations
Typical Outcomes
  • Close cycle reduced from 10 days to 5 days
  • Manual journal entries reduced by 60-80%
  • Variance analysis time cut by 70%
  • Close process standardization across entities

Reconciliation Templates

Accelerate account reconciliations with pre-built templates for all major account types with automated matching.

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EPM Accelerators

Reconciliation Templates
The Accelerator
  • Pre-configured reconciliation templates for balance sheet accounts
  • Automated matching algorithms built into the platform
  • Certification and sign-off workflows using approvals
  • Aging analysis templates with automated exception routing
  • Integration patterns for bank statement imports
Key Capabilities Enabled
  • Automated matching of transactions to supporting documentation
  • Exception management with workflow routing
  • Real-time reconciliation status dashboards
  • Audit trail with full drill-back capability in Excel
Typical Outcomes
  • Reconciliation time reduced by 50-70%
  • Manual matching eliminated for 80%+ of transactions
  • Exception resolution accelerated by 60%
  • Audit preparation simplified with complete documentation

Executive Reporting Suite

Deploy board-ready reports and executive dashboards on day one using native platform reporting and analytics.

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EPM Accelerators

Executive Reporting Suite
The Accelerator
  • Pre-built executive dashboards in Vena Insights
  • Board-ready financial packages as Excel templates
  • Self-service reporting templates for business users
  • Automated report distribution using workflows
  • Mobile-optimized dashboards for executives
Key Capabilities Enabled
  • Real-time P&L, balance sheet, and cash flow reporting
  • KPI scorecards with drill-to-detail in Excel
  • Variance analysis with automated commentary
  • Self-service ad-hoc reporting for business partners
Typical Outcomes
  • Board package preparation time reduced by 60%
  • Ad-hoc reporting requests reduced by 70%
  • Executive visibility improved with real-time dashboards
  • Reporting standardization across the organization

Integration Framework

Connect your entire technology ecosystem with automated data flows and validation using our proven integration patterns.

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EPM Accelerators

Integration Framework
The Accelerator
  • Pre-built integration patterns for major ERPs, CRMs, and HRIS systems
  • Automated data validation and cleansing rules
  • Real-time and scheduled data load templates
  • Error handling and notification frameworks
  • Data lineage and audit trail configuration
Key Capabilities Enabled
  • Automated actuals loading from ERP to planning models
  • Real-time data refresh for operational reporting
  • Multi-system data consolidation into single data cube
  • Automated reconciliation between source systems and platform
Typical Outcomes
  • Manual data entry eliminated for 95%+ of transactions
  • Data refresh time reduced from hours to minutes
  • Data accuracy improved with automated validation
  • IT maintenance burden reduced significantly

AI Copilot Deployment

Harness AI-powered FP&A capabilities: natural language queries, automated insights, and intelligent reporting.

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EPM Accelerators

AI Copilot Deployment
The Capability
  • Natural language queries: Ask questions in plain English and get instant answers from your data
  • Agentic AI orchestration: Vena Copilot delegates tasks to specialized agents (Analytics, Reporting, Planning)
  • Microsoft Teams integration: Access FP&A insights directly in Teams meetings and chats
  • Automated report generation: Create custom reports in seconds with natural language prompts
  • AI-powered analytics: Variance analysis, trend identification, and scenario simulations
  • Planning Agent (2025): Driver-based planning and predictive forecasting with AI
Our Implementation Expertise
  • Vena Copilot configuration tailored to your business context and terminology
  • Custom prompt training to ensure accurate responses for your use cases
  • Role-based access setup leveraging the platform's security model
  • User training on effective AI-assisted workflows and prompt engineering
  • Governance policies for responsible AI use in financial planning
  • Integration with existing models and Microsoft 365 ecosystem
Key Benefits
  • 60% faster budgeting cycles with Planning Agent (closed beta results)
  • Democratized FP&A: Business users get insights without waiting for finance
  • Reduced ad-hoc reporting burden on FP&A teams
  • Real-time insights available anywhere via Teams integration
  • Enterprise-grade security: Data never used to train public AI models
  • Continuous improvement: Copilot learns from feedback and gets smarter

Approach

Our Implementation Methodology

A proven approach that adapts to your scope and complexity

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Phase 1

Discovery & Design

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  • Current state Azure environment and data landscape assessment

  • Source system analysis and connectivity validation

  • Use case and requirements gathering with stakeholders

  • Azure architecture design selecting optimal services (Synapse, Fabric, Databricks)

  • Data modeling strategy and semantic layer definition

  • Security, governance, and compliance framework using Azure Policy and Purview

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Phase 2

Build & Configure

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  • Deploy Azure data platform using Infrastructure-as-Code templates

  • Build data pipelines in Azure Data Factory and Synapse using frameworks

  • Implement dimensional models and semantic layers in target platform

  • Configure data quality framework with monitoring and alerting

  • Set up pipeline orchestration and scheduling in Azure

  • Develop Power BI reports and dashboards from template library

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Phase 3

Test & Validate

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  • End-to-end pipeline testing with production data volumes in Azure

  • Data quality validation and source-to-target reconciliation

  • Performance testing and query optimization in Synapse/Fabric

  • User acceptance testing with business stakeholders

  • Security and compliance verification using Azure security tools

  • Documentation and knowledge transfer on Azure platform

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Phase 4

Deploy & Enable

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  • Production deployment and go-live supportComprehensive user training and change managementHypercare support through first full planning cycleContinuous monitoring and optimizationKnowledge transfer and long-term support planning

  • User training on Power BI, Fabric, and self-service capabilities

  • Hypercare support through stabilization period

  • Performance monitoring using Azure Monitor and Application Insights

  • Continuous improvement planning and backlog prioritization

  • Handoff to internal team or transition to managed services

Timeline Flexibility

Implementation duration varies based on scope, complexity, and organizational readiness. Core planning implementations may go live in 8-12 weeks, while comprehensive EPM transformations spanning multiple capabilities can take 4-6 months. Our accelerators consistently reduce timelines by 30-40% compared to traditional implementations.

Timeline varies by scope: Core planning implementations (8-12 weeks) • Comprehensive transformations (4-6 months) • Our accelerators reduce timelines by 30-40% regardless of scope

Proven Results

How we transformed financial planning for a global aerospace manufacturer

35% Reduction
In Budget/Forecast Cycle Time
Automated
Cost Allocations & Manufacturing Absorption
100%
Standardization Across Lines of Business
Real-time
Variance Analysis & Scenario Planning
Multi-Currency
Global Reporting Capability
Enhanced
Accuracy in Revenue & Expense Planning
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Case Study

Transforming Financial Planning for a Global Aerospace Leader

DeHavilland Aircraft of Canada | Aerospace Manufacturing

Context

DeHavilland Aircraft of Canada, a key player in the aerospace industry, relied on disparate Excel-based processes for budgeting and forecasting across multiple lines of business. They faced inefficiencies in revenue and expense planning, complex multi-currency requirements, manual cost allocations, and limited ability to forecast critical corporate metrics like balance sheets, working capital, and cashflows.

What We Built

Finaptive implemented a comprehensive Vena solution leveraging our Planning Model Library, Integration Framework, and Executive Reporting Suite accelerators. We established a centralized platform that standardized revenue planning across lines of business, streamlined operating expense, workforce, and CapEx planning, automated cost allocations and manufacturing absorption, and enabled corporate forecasting including balance sheet, working capital, and cashflow management with seamless multi-currency support.

Impact

By integrating with DeHavilland's existing data warehouse and ERP systems, we created a cohesive financial ecosystem that eliminated manual processes and provided the finance team with dynamic variance analysis and scenario planning capabilities to support strategic decision-making.

"I have had the pleasure of working with Finaptive on optimizing our FP&A processes and would highly recommend their expertise. Their extremely knowledgeable and capable team demonstrated a deep understanding of the platform and its capabilities. The solution that they custom created for us has lowered our Budget-Actual reporting timeline and enables the business to have information sooner to make timely financial decisions."

— Carl Hall, Manager, Consolidated Financial Reporting, DeHavilland Aircraft of Canada

Get Started

Ready to Transform Your Office of Finance?

Schedule a 30-minute consultation to see which accelerators fit your challenges and how fast you could go live.

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See our accelerators in action during your consultation

No generic demos; we'll show you specific frameworks for your use case

Walk away with a preliminary implementation roadmap (no obligation)