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Shrink Budgeting & Planning Cycles and Plan with More Speed and Accuracy

In today’s challenging business environment, finance professionals face mounting pressure to produce budgets, plans and forecasts quickly and accurately. Unfortunately, conventional manual planning processes involving multiple static Excel spreadsheets are time- and labor-intensive and invite errors. With the right tools, you can break free from these challenges and take your budgeting and planning from inefficient and cumbersome to collaborative, timely, and accurate.

insightsoftware’s budgeting and planning solutions can help you simplify and automate your budgeting and planning activities, improve data quality and visibility, and enhance your decision-making and performance.

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For Budgeting & Planning

Accelerate Your Planning Cycles and Increase Accuracy of Your Plans

Tara Pounds Accounting Manager
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What used to take months before Bizview, now takes a few weeks. This year, the CFO has given me the goal of completing the 2023 budget from start to finish in two weeks, where we did it in two to three months previously.

David Clabots Manager of Sales and Revenue Forecasting
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"Not only has Longview allowed us to stay ahead of the game with respect to continued requests to do more with less in a difficult economy, it better positions us to support any continued growth through mergers and acquisitions by making it easier to bring additional business entities onboard.”

James Solomons CFO/COO
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“The COVID-19 pandemic demonstrated the need for reliable technology and Calumo certainly comes out as a clear winner, and further confirmed that we made the right choice in 2018. It allowed the finance team to stay lean and still provide useful business insights. Our leadership team felt confident their decisions were backed with data and allowed us to keep our investors informed every step of the way out of the pandemic.”

Roles & Industries

Making Use of Budgeting & Planning Software

Budgeting and planning software is used by various roles across the finance function and the business.

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The Chief Financial Officer (CFO) plays a crucial role in budgeting and planning within an organization. They are responsible for overseeing the budgeting process, ensuring alignment with strategic goals, and providing financial analysis and insights to support decision-making.

Budgeting and Planning Software can empower CFOs with improved accuracy, efficiency, visibility, and control in financial planning processes. It helps support strategic decision-making, collaboration, compliance, and enhances the overall financial management capabilities of the CFO.

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FP&A Director

The FP&A Director is crucial to budgeting and planning as they oversee the overall financial planning process, analyze financial data, and provide strategic insights to support decision-making.

Budgeting and planning software helps FP&A Directors by providing advanced financial modeling and analysis capabilities, integrated data management, real-time reporting and dashboards, collaboration and workflow management, forecasting and scenario analysis, automating repetitive tasks, and ensuring compliance and audit-ability.

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Financial Controller

The Financial Controller plays an important role in budgeting and planning by overseeing the financial aspects of the process, ensuring accuracy and compliance, and providing insights and analysis to support decision-making.

Budgeting and planning software helps Controllers by streamlining data management, improving accuracy and efficiency, enhancing financial analysis and reporting, providing real-time visibility and monitoring, facilitating collaboration and communication, enabling scenario analysis and forecasting, and ensuring compliance and audit-ability.


Budgeting and planning software is a technology solution that helps organizations create, manage, and analyze budgets and financial plans. It automates manual processes, provides advanced modeling capabilities, and enables collaboration and data-driven decision-making.

Budgeting and planning software offers numerous benefits, including improved accuracy and efficiency in budgeting processes, enhanced visibility into financial data, better alignment of budgets with strategic objectives, streamlined collaboration among teams, and the ability to conduct scenario analysis and forecast potential outcomes.

Budgeting and planning software can integrate with various systems, such as ERP systems, data warehouses, and financial reporting tools. This integration allows for seamless data transfer, real-time updates, and leveraging existing data sources for budgeting and planning.

Yes, budgeting and planning software can accommodate different budgeting methodologies, such as top-down, bottom-up, zero-based budgeting, or driver-based budgeting. The software provides flexibility in defining budgeting structures, allocating resources, and incorporating different forecasting techniques to suit an organization’s specific budgeting approach.

Yes, budgeting and planning software is designed to be scalable and can be used by organizations of various sizes and industries. It can cater to different sectors’ specific needs and complexities, whether manufacturing, healthcare, retail, or nonprofit. It can handle the budgeting and planning requirements of small and large enterprises.