Move beyond spreadsheet limitations with IBM Planning Analytics.
Financial planning and analytics software demo
Deliver accurate plans consistently
The native Microsoft Excel add-in that comes with IBM® Planning Analytics with Watson allows you to access the functionality you're most familiar with while also taking advantage of a fast and easy, AI-infused integrated FP&A software solution.
You can easily create financial profitability plans that go beyond the fiscal year, as well as AI-enhanced financial forecasts, and data visualizations that can turn insights into action. Achieve cohesion between income statements, balance sheets, and cash flow.
Features for FP&A professionals
Easy data crunching
Slice and dice massive historical and prospective data collections, like balance sheets or financial statements, in real-time from various sources, all in one place. Use your Excel skills, alongside a user-friendly, web-based interface, for a consistent and accurate picture of financial health and operational planning metrics to uncover patterns, anomalies and constraints in your expense report.

Fast data visualization
Create scorecards and metrics, including ad-hoc financial reports and compelling visualizations in easy-to-use dashboards. Real-time updates and financial consolidations are carried out in a single, centralized and secured location for better tracking. Grant access to the same financial data for all stakeholders to inform business decisions.

Simple financial forecasts powered by AI
Use advanced financial modeling and driver-based forecasting to test your hypotheses. Easily perform advanced data analysis and determine how your business strategy will be affected. Use embedded AI predictive forecasting to simplify and improve decision-making and budgeting processes by producing variance analysis and precise time series forecasts.

Business partner showcase
Discover our business partner FP&A solutions, add-ons and application suites
Fast Financials
A centralized, zero-code financial management, consolidation, reporting and FP&A analytics solution. FP&A analysts can make data-driven decisions supported by scenario modeling, version control, rolling forecasts, and multiple currency reporting.
Planning for nonprofits
Simplify business planning, budgeting, cost allocation and reporting with FP&A software for nonprofit organizations. Finance teams get full control and clear financial overviews by streamlining planning cycles, flagging funding gaps, highlighting trends and creating ad-hoc reports.
ReportWORQ
Automate the distribution of financial reports through email, Slack, Teams, Google Sheets and SharePoint. Weave multiple sources of data and share advanced reports in PDF, Excel or PowerPoint format as needed.
Why IBM Planning Analytics with Watson?
A fast, collaborative platform
Build on what you know
Easily integrate various data sources including existing ERP systems, CRM, Microsoft Excel spreadsheet-based planning, budgeting and forecasting tools.
Support better decision-making
Extend planning and analytics (xP&A) from FP&A to supply chain and beyond. Streamline performance management activities and create alignment between financial plans and corporate goals.
Plan proactively
Create continuous planning cycles and budgets with visibility beyond the fiscal year. Review financial forecasts as needed–monthly, daily or hourly–and respond quickly to change.
What are businesses saying?
I still cannot believe this was actually finished in 6 weeks
Ron Lewis
Vice President, Financial Planning & Analysis
Stein Mart
That gives us more time to analyze the numbers rather than just prepare them. And with the IBM software, we can be more confident that the numbers we’re looking at are right.
Tim Farag
Senior Business Financial Analyst
King Living Pty. Ltd
As a financial director, you need to be able to rely on the numbers being accurate. You need to know that there’s a robust process that means the numbers reported are correct. With no unknowns in our applications, I can sleep at night.
Phil Talbot
Finance Director
Robertson Group