Smarter budgets and faster forecasts with fewer surprises.

BI Book Planning replaces spreadsheet chaos with a live, connected planning environment. It enables you to build budgets, update forecasts and model change, all in one place, all working from the same data your business already runs on.

Why waste time doing planning the hard way when the easy way does the trick?

Planning processes easily get stuck in the same cycle. A spreadsheet is built, passed around, edited by five different people, saved as ‘final_v3’ and then abandoned when the actuals come in and nothing matches. You can always look at the people doing the job, but most often it’s the tools that make good planning almost impossible.

BI Book Planning connects your budgets, forecasts and actuals in one shared environment, so finance, operations and leadership are always working from the same numbers, in real time, without the version control nightmare.

Better decisions from better budgets.

Connected budgeting

We’ll get your actuals, forecasts and plans in one system.

No more exporting figures from your ERP, pasting them into a template and hoping nothing breaks. Your budgets connect directly to your live data, so plans always reflect where the business actually is rather than where it was last month.

Rolling forecasts

Wouldn’t you rather update as things change, instead of once a year?

Update your forecast monthly or quarterly using real-time data. See immediately how changes in revenue, headcount or costs ripple through to cash flow and margin. Planning becomes a continuous process rather than an annual ordeal.

Scenario planning

Best case, worst case and what ifs modelled in seconds.

Build multiple scenarios side by side and change assumptions to see the impact instantly. When market conditions shift or a major deal comes in, your team can model the implications before committing to a response.

Collaborative workflows

Every department owns their numbers, finance sees the whole picture.

Let each team contribute their part of the budget within a shared structure. Sales inputs pipeline assumptions, HR models headcount, operations handles cost centres – all feeding into a consolidated view without losing control or consistency.

Custom planning dimensions

Forecast the way your business actually thinks, not how the tool requires you to.

Plan and forecast by customer segment, product line, market, cost centre or any other dimension that matters to your organisation. The model adapts to your structure, not the other way around.

Balance sheet and cash flow automation

You can start with P&L and get the full financial picture automatically.

Build your P&L plan and let BI Book Planning auto-generate the balance sheet and cash flow projections that follow from it. Three-statement forecasting without building three separate models.

Planning touches every part of the business, not just finance.

With BI Book Planning, each function takes ownership of their numbers within a unified framework. Everyone plans in the same system, against the same actuals and in real time.

Finance – Budgeting, actuals vs. plan tracking, cash flow forecasting, three-statement modelling, scenario analysis and period-end close support.

Operations – Resource allocation, vendor cost planning, capacity forecasting and operational cost centre budgeting.

Sales & Marketing – Revenue target modelling, pipeline-based forecasting, campaign budget planning and market scenario analysis.

HR & People – Headcount planning, compensation modelling, benefits cost forecasting and workforce scenario planning.

No need to start from scratch or rely on IT to maintain separate systems.

Traditional planning tools are built around spreadsheets or require massive implementation projects. BI Book Planning is different.

Pre-built templates for finance, HR. operations and more mean you’re not building models from scratch. Connect your actuals, set your planning dimensions and start working within days rather than months.

Permission-based access and approval workflows mean the right people can edit their parts of the plan, and nothing gets changed without the right sign-off. Finance stays in control without becoming the bottleneck.

Your team owns it. Business users can build and update models without relying on developers or external consultants. When your structure changes, you change the model yourself.

See our integrations Test it with your data

Ready to turn your budget into something the whole business actually uses?

Let’s explore how BI Book Planning can support your next planning cycle or rebuild it from scratch.