Now I manage our Planning, Not everyone and their spreadsheets
The IFI team helped move us to continuous planning in the cloud so we could benefit from:
- Now our Planning & Budgeting is continuous due to automation and system design alignment
- We now have timely rolling budgeting and planning data by removing delays in Operational information flow and the Accounting Close
- Before our Accounting & Planning software was setup in a simplistic way that did not reflect or automate the complexity of our business
- By maintaining a single-source of truth for our entire business our Financial & Operational Reports allow us to run our business by the numbers
We transformed from using complex spreadsheets for basic budgeting, forecasting, and planning with integrity and timeliness challenges to a valuable planning services provider to our exec team and the business units.
Jim French, Founder & CFO Discusses Planning in Chaos & Beyond
The Continuous Planning Maturity Journey
Budgeting
Planning
Consolidations
Reporting
Information Integration
WE ARE FINANCE PROFESSIONALS THAT OPTIMIZE YOUR
BACK-OFFICE FOR CONTINUOUS PLANNING TRANSFORMATION
SUCCESS STORIES
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“Having the IFI Professionals team support our cloud accounting has been key to giving us the visibility and control we need to keep growing”
Shannon Copeland
COOProfessional Services</div<“Non-profits have unique requirements and having a services partner who are accountants that understand our back-office operational needs for workflow and reporting has been key to our success.”
Tola Sanni
CFONot For Profit
Continuous Planning Journey
