Transform financial planning and analysis

In an economic environment of heightened volatility, uncertainty and risk, the IBM planning, budgeting and forecasting solution provides the speed, agility and foresight to compete successfully. Finance and business users alike can synthesize information, uncover trends and deliver insights to improve decision making throughout the enterprise.

Speed up planning cycles

Automate slow, manual, disconnected spreadsheet planning, budgeting and forecasting processes.

Transform planning processes

Transform processes with driver-based plans and rolling forecasts that integrate financial and operational performance management.

In the cloud, on-prem or both

Choose from on-premise or on-cloud deployment as the best delivery mechanism for your unique corporate environment.

Forecasts are within reach

Engage users from across the organization and collaborate with remote and distributed users through a range of mobile devices, including the Apple iPad.


Create financial planning and
analysis strategies faster

IBM solutions enable organizations to collaborate on strategic plans and corporate budgets, perform sophisticated financial analysis and adapt to change quickly with frequent, driver-based rolling forecasts. Mobile capabilities and cloud deployment options enable organizations to engage all users quickly regardless of location or mobility.

Screen capture of Revenue Planning Worksheet

IBM Planning Analytics

Screen capture of Revenue Planning Worksheet

Explore and analyze data, create sophisticated scenario models and perform in-depth, multidimensional analysis to assess the impact of initiatives and market events on your most profitable products, customers and sales channels. Powered by IBM TM1.

  • A complete cloud solution with a streamlined and integrated user experience.
  • Provides self-service analytics to all of your business users.
  • Interrogates your data to reveal relationships and deliver forecast insight.

Need help getting started?

Get started with IBM Planning Analytics

Expense Planning Quick Start Template

Simplify your expense planning process - automate and integrate your expense planning process and connect individual cost-center budgets with expense drivers.


Finance analytics: Seven hows and millions of whys

Seven steps that top finance leaders take to get ahead and stay ahead with analytics.

Seven Capabilities in Performance Management

Align plans and budgets with corporate objectives linked to operating tactics and market events.

Streamline Planning to Increase Efficiency

Learn how you can keep the ease-of-use of spreadsheets, but gain agility and insight to accelerate and enhance your business decisions.

Customer success stories

Northwestern University

Planning and analysis saves Northwestern time and work


Convergys produces accurate capacity plans in less time and for a lower cost with IBM Planning Analytics

Apria Healthcare

Apria improves data integrity with IBM FP&A solutions