Anaplan Financial Consolidation & Reporting, a cloud-based platform, is user-friendly with robust integration, automated processes, and rapid reporting.

It includes out-of-the-box features you can customize to fit specific business needs:

Key featureDescription
Standard data model

Customers have a private tenant that uses tables built around a data model.

The data model includes standard dimensions:

    • Accounts
    • Audit
    • Currency
    • DataView
    • Date
    • Entity
    • Intercompany
    • Measure
    • Movement
    • Scenario
  • Custom dimensions, such as Products or Departments, can be added to the data structure. 
Automated workflows

Workflows standardize and streamline the financial close process, ensuring tasks are completed consistently and on time.

This reduces the risk of errors and delays, making the process more efficient.

Collaboration toolsAnaplan Financial Consolidation supports collaboration through integrations with email, Slack, and Teams.
Built-in time-sensitive calculationsThe platform includes pre-configured calculations that are, helping to manage financial data.
Intercompany eliminationsThis feature automates the elimination of intercompany transactions, providing accurate reporting.
Customizable web interface

The web interface is role-based, meaning each user sees only the information and tasks relevant to their role.

You can customize the home page.

You can define permissions to control access to modules:

Transaction MatchingEnables quick and accurate reconciliation of large volumes of data. Identifies and resolves discrepancies for transactions and intercompany records.
Anaplan Financial Consolidation API

Automate Financial Consolidation tasks using a secure web-based API such as:

  • Control workflow.
  • Manage users.
  • Retrieve, insert, update, and delete financial data.
  • Retrieve and synchronize metadata.
Anaplan XL ReportingUsers can generate reports in Excel, making it easier to analyze and present financial data.