Finance and
Budget Planning

Are your planning processes complex? Does integrating data from legacy systems feel like a nightmare — and despite all your efforts, does it still end up in Excel? We plan directly in Qlik.

data+ Financial Planning — budget and scenario planning directly in Qlik

Integration in
two dimensions

Companies need to optimize and integrate their planning processes to make well-founded decisions — across existing systems and across all employees involved.

Status quo: complex, slow, in Excel

In today's business world, budget planning is often still handled manually in spreadsheets despite modern systems. Integration fails on two fronts: on grown legacy systems — and on the many people who need to work together.

1
Planning cycle per year
3
Months of processing time

Synergy effects & transparency

All relevant data in one central place. Every department plans on the same basis — duplicate work and version chaos are eliminated.

Automated reminders & notifications

Deadlines, approvals, and queries run automatically in Qlik — no one has to chase anyone by phone anymore, the process manages itself.

Everything in
one place

Data from SAP and other ERP systems is consolidated in the Qlik data platform and made usable for planning and analysis — role-based and secure.

Plan instead of manage

Budgets are planned at the department or business unit level — each user only sees the data relevant to their area of responsibility. This creates transparency and efficiency throughout the entire planning process.

1
central data foundation
2
dimensions of integration

Data in action

Integration, permissions, and automation combine to create measurable impact — precise budgets and well-founded decisions.

100 %
Transparency into the status of budget planning.
50 %
Savings possible through synergy effects.

Integrating budget planning into the data analytics platform makes it possible to optimize planning processes and make well-founded decisions. By combining data integration, user permissions, and automation, companies increase their efficiency and plan budgets precisely — transparent, traceable, in action.

Discover more

Sounds good?

https://leitart.de/#kontakt

Whether a standardized process or an individual challenge — our team adapts quickly to new situations and allocates resources the right way. Initial conversation, no obligation.

Integration
Analytics
Action
Achim Gnadt

Contact person

Achim Gnadt
Phone +49 170 5442045
achim.gnadt@leitart.de

Sebastian Nädtke

Contact person

Sebastian Nädtke
Phone +49 162 1070069
sebastian.naedtke@leitart.de