It features multi-dimensional preparation, control and analysis, and closed-loop control.
LucaNet.Planner goes beyond traditional expense or profit and budgeting. It offers a comprehensive budgeting model that integrates various operational activities such as sales, production, procurement, fixed asset purchases, investment activities, and bank loan funding. This comprehensive approach ensures a closed-loop system for budget preparation, execution monitoring, and analysis.
LucaNet.Planner prioritizes the integration of business and finance. Centered around intrinsic business and financial logic, the platform constructs a complete linkage within indicators, ensuring the model aligns with business rules for accurate and scientific budgeting. The platform's flexibility in the budgeting content and analysis dimensions allows for adjustments and enhancements based on evolving business requirements.
Full indicator system budgeting
Initiating budgeting from a business perspective, LucaNet.Planner constructs a robust business logic on the platform.
Flexible budgeting approaches
LucaNet.Planner supports various budgeting approaches, including using system preset forms (planning forms), constructing multi-dimensional personalized models (Group Report), and utilizing Excel.
Automatic derivation of financial budget from business budget
LucaNet.Planner derives corresponding financial budgets based on preset rules as business professionals prepare related business budgets, eliminating the need for manual aggregation and derivation by finance professionals.
One-click generation of multiple budget versions and rolling forecast
During the annual budget execution, users can create multiple budget versions and rolling forecast based on the specific progress of actual business activities. Those can be generated with one click, allowing users to make adjustments on the foundation of the previous budget data. Users are given the flexibility to define rolling forecast periods, such as monthly or quarterly rolling.
Quick multi-dimensional budget analysis
To meet the management demands of evolving companies, finance professionals need to analyze budget data and actual data across different dimensions, identify performance variances,
Seamless budget consolidation
LucaNet.Financial Consolidation, combined with relevant internal transaction data during the budgeting process
典型应用场景与价值
LucaNet.Planner redefines financial control through a departure from conventional custom development methods. Users are empowered to customize budget hierarchies, granularity, and frequency directly at the frontend, ensuring adaptability to evolving business needs.
It features the seamless transition from business-specific budgets to comprehensive budgeting;
It prioritizes data traceability and transparency, enabling users to compare and analyze budget data alongside actuals in a unified interface.
It tackles prevalent challenges in budgeting, such as managing multiple budget versions, implementing rolling forecast, and facilitating budget consolidation.
Ideal for groups or companies displaying characteristics such as:
Reliance on manual (Excel) methods for budget formulation, consolidation, and analysis;
Focus on expense or profit and loss budgeting with a desire to establish an integrated business and finance system;
Regularly changing budgeting dimensions;
Requirement for budget analysis based on data from diverse sources;
Need for creating and analyzing multiple budget versions or rolling forecast, with a focus on different versions of budget data.
