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Connected Budgeting & Planning
with Bizview

Accelerate business growth with cloud-based budgeting, forecasting and planning that connects your people, processes and financial data.

Bizview brings budgeting, forecasting and planning together in a scalable, cloud-based FP&A platform designed to help businesses plan with greater accuracy and agility.

Connect financial and operational data, automate planning workflows and give teams access to the information they need to collaborate and make more informed decisions.

Combined with Jet Reports, Bizview brings live Microsoft Dynamics actuals together with budget models and versions, supporting faster budgeting, forecasting and variance analysis. Better Together: Jet Reports & Bizview specifically describes combining live Microsoft Dynamics actuals with budget models and versions.

Bizview Budgeting & Planning for Microsoft Dynamics

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Shorten Budgeting & Forecasting Cycles

Implement agile planning processes to improve budgeting and forecasting accuracy and shorten cycle times.

Create a single source of truth that is always up to date and available any time, on any device, allowing businesses users easy access to critical planning data. Automate all your tasks, requests, and workflows to improve team productivity while continuously monitoring and updating your forecasts throughout the year.

Accelerate decision-making to quickly adapt to market changes, optimise resource allocation, and stay ahead of the competition.

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Build Integrated Plans Across Your Organisation

Extend planning to other business areas using driver-based planning and advanced forecasting models for greater accuracy.

Create sales budgets, production budgets, cost budgets, employee budgets, project budgets, purchase budgets, sales forecasts, cash flow forecasts, workforce planning, occupancy planning, production planning, FTE planning, purchase planning, and much more.

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Scale and Adapt to Your Growing Business Needs

Easily scale your web-based solution by adding more users, additional entities, and new planning areas, without requiring technical expertise.

Streamline communication and collaboration across your business with integrated workflows, analytics, and dashboards.

Gain more control with built-in multilevel approvals and workflows that allow you to track the planning process as your business needs grow and evolve. Boost productivity and reduce errors with powerful spread rules, system-proposed forecasting based, and automatic consolidation of data.

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Continuous Planning & Rolling Forecasts

Bizview’s dynamic, scalable platform and powerful planning features helps businesses seamlessly update their forecasts based on real-time data and market changes, ensuring agility and adaptability in decision-making processes.

A centralised and collaborative planning environment empowers teams to work together, in real-time, to align goals and strategies across the organisation.

Utilise scenario modeling, top-down, bottom-up, zero-based, and hybrid budgeting models to drive proactive decision-making, all within a familiar excel like interface.

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Level Up Your Planning with Bizview's Robust Planning Features

Workflow Automation and Collaboration

Workflow Automation and Collaboration

Advanced, customisable workflows allow businesses to define roles, responsibilities, and approval processes at each stage of the planning process, facilitating collaboration and allowing users to share data, reports, and insights with team members in real-time.

Modern, Web-based Platform

Modern,
Web-based Platform

Bizview’s cloud-based platform delivers a convenient and accessible way for users to leverage its planning capabilities.

Users can work on budgeting, forecasting, and reporting tasks from any location with internet connectivity.

Powerful Planning & Dashboarding Capabilities

Powerful Planning & Dashboarding Capabilities

End-user-driven modeling capabilities, including top-down, bottom-up, driver-based, what-if, and zero-based models, enable users to build detailed budgets, forecasts, plans. Bizview’s drag-and-drop interface makes it easy to design and customise dashboards.

Centralized, Consolidated Planning Database

Centralized, Consolidated Planning Database

Bizview’s easily integrates data from various sources into a central repository, ensuring all data is consistent and accurate for planning and analysis purposes. The centralised database supports data governance practices, ensuring data security and compliance.

All Types of Advanced Forecasting

All Types of Advanced Forecasting

Businesses can utilize Bizvew for a variety of forecast types, including sales forecasts, cash flow forecasts, demand forecasts, purchase planning, high-level production planning, FTE planning, workforce planning, occupancy planning, costs forecasts, and more.

Excel Integration for Effortless Analysis

Excel Integration for Effortless Analysis

Unlock the true potential of your data with Bizview’s Excel integration. Easily pull live planning data directly into Excel, allowing accountants and FP&A analysts to work in their preferred environment. Enhance your planning and analysis with the tools you trust.

Take Control of Budgeting & Forecasting

Bring financial and operational planning together with Bizview for a more connected approach to budgeting, forecasting and decision-making.

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