Unit4 Financial Planning & Analysis 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Unit4 Financial Planning & Analysis

4.5

(10)

Pricing

Pricing available upon request

About Unit4 Financial Planning & Analysis

Unit4 FP&A is a financial planning and analysis solution designed to empower organizations with integrated, agile, and data-driven decision-making capabilities. Built on a flexible cloud platform, Unit4 FP&A streamlines budgeting, forecasting, and reporting processes, enabling businesses to navigate the complexities of financial management.

Key features include:

Integrated financial planning: Unit4 FP&A offers a unified approach to financial planning, allowing organizations to consolidate data from various sources into a single source of truth. This integration enhances visibility across financial statements, including P&L, balance sheets, and cash flow, ensuring that all stakeholders have access to real-time, accurate information.
Dynamic budgeting and forecasting: The solution supports advanced budgeting techniques, including rolling forecasts and scenario planning. Users can quickly adjust their financial plans in response to changing market conditions, ensuring that their strategies remain relevant and effective.
Powerful reporting and analytics: With robust reporting capabilities, Unit4 FP&A enables users to generate standard and ad-hoc reports tailored to different aud...

Unit4 Financial Planning & Analysis Screenshots

Unit4 Financial Planning & Analysis Pricing and Plans

Starting price: €20,000.00

Free Trial

Free Version

Basic

€20,000.00

No plan information available

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Unit4 Financial Planning & Analysis Features

Popular features found in Financial Reporting
Bank Reconciliation
Billing & Invoicing
Cash Management
Consolidation/Roll-Up
Data Import/Export
Expense Tracking
Financial Analysis
Multi-Currency
Reporting/Analytics
More features of Unit4 Financial Planning & Analysis
Accounting
Activity Dashboard
Ad hoc Analysis
Ad hoc Query
Ad hoc Reporting
Alerts/Notifications
API
Asset Lifecycle Management
Audit Management
Audit Trail
Benchmarking
Budgeting/Forecasting
Business Process Control
Charting
Commenting/Notes
Competitive Analysis
Compliance Management
Corrective and Preventive Actions (CAPA)
Correlation Analysis
CRM Integration
Customizable Branding
Customizable Dashboard
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Aggregation
Data Connectors
Data Integration
Data Visualization
Drag & Drop
Dynamic Modeling
Exception Reporting
Financial Management
Financial Reporting
Forecasting
Framework Management
Functions/Calculations
General Ledger
Goal Setting/Tracking
Graphical Data Presentation
Income & Balance Sheet
Interactive Reports
Internal Controls Management
Key Performance Indicators
KPI Monitoring
Legal Risk Management
Marketing Reports
Milestone Tracking
Modeling & Simulation
Multi-Channel Data Collection
Multi-Company
Multi-Department/Project
Multiple Data Sources
OLAP
Operational Risk Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Planning Tools
Predictive Analytics
Private Dashboards
Profitability Analysis
Profit/Loss Statement
Progress Reports
Progress Tracking
Project Accounting
Projections
Project Planning
Public Dashboards
Reporting & Statistics
Reputational Risk Management
Risk Analysis
Risk Assessment
Risk Management
Risk Reporting
Sales Forecasting
Sales Reports
Sales Trend Analysis
Scenario Planning
Scheduled/Automated Reports
Scorecards
Search/Filter
Self Service Data Preparation
Self-Service Reporting
Single Page View
Statistical Analysis
Strategic Planning
Task Progress Tracking
Text Analysis
Third-Party Integrations
Trend Analysis
Trend/Problem Indicators
Version Control
Visual Analytics
What-if Analysis
"What If" Scenarios
Widgets
Workflow Management

Unit4 Financial Planning & Analysis Integrations

Microsoft Excel

Unit4 ERP

Unit4 Financial Planning & Analysis User Reviews

Overall Rating

4.5

Ratings Breakdown

60%

30%

10%

Secondary Ratings

Ease of Use

3.7

Value for money

4.5

Customer support

4.6

Functionality

4.3

Have you used Unit4 Financial Planning & Analysis and would like to share your experience with others?

Martin S.

Verified reviewer

Law Practice

1001-5000 employees

Used other for less than 12 months

Reviewed December 2017

was an easy product to install and set up, our user base are developing their skills

The ability for the finance team to create and model data quickly without reliance on the IT team to create databases or extracts for them

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

easy to grasp interface, finance team have been able to develop their skill set and are starting to increase the range of functions used to plan and model financial data

Cons:

on a personal level bridging the gap between a more traditional data structure to creating data views aimed at Prevero was a difficult start, and monitoring the performance has been a challenge at times

Sahar A.

Verified reviewer

Non-Profit Organization Management

501-1000 employees

Used daily for more than 2 years

Review source

Reviewed August 2023

My Review about Unit 4 FP&A

I am satisfied with this financial software and it makes my work fun & easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like most about Unit 4, that its easy to navigate they have a friendly user interface, and it make work much easier where I am using it in budgeting or reporting.

Cons:

Some customized options might get the work easier and tutorials that are based inside the software.

CARLOS T.

Used unspecified for unspecified

Review source

Reviewed January 2017

User of professional planner

This program makes me very unsure of working with it. Constant fails and troubles. I do not like it. Lots of features, the r no an easy way the working procedure. Big size of the data files makes complicate to work fast.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Vendor Response

Hi Carlos, We're very sorry to hear about your experience, I've asked one of our team to contact you to see how we can resolve the issues you're facing. Kind Regards, The prevero Team

Replied January 2017

Verified

Reviewer

Used daily for less than 2 years

Reviewed December 2017

A very fast way in engineering strategic goals in management control.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1 - easy to be implemented an use 2 - flexibility 3 - swift integration with local ERP We enrolled Prevero Platform as local BI application for management control with a clear focus on costs projection on a monthly rolling pace. Leveraging system flexibility we were able to handle a switch to a "project" base accountancy matching our strategig view in levereging accuracy and efficacy in our investemnts deployment.

Cons:

1 - Multi selection not available on filter parameters when launching reports 2 - The way we move data to excel

Tobias S.

Machinery

1001-5000 employees

Used daily for less than 2 years

Review source

Reviewed January 2017

A great planning solution

The prevero platform offers a solution tailored to your company's business planning needs. In addition to ready-to-use modules for planning, a comprehensive adaptation of all logic can be carried out. Because of this, it is possible to react to changing conditions in the planning process at any time. From my point of view an adaption of the logic can not be achieved without the corresponding consultancy service. However, after a training phase an adaptation of the logic can be carried out by the end user. Reports can be created without much effort, and the user interface can be customized to meet your needs. The great user experience is rounded off by a sophisticated authorization system and a great performance.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- adaptability - performance - GUI

Vendor Response

Hi Tobias, thank you for sharing your review of prevero. We were very pleased to hear how happy Optima Packaging is with our flexible and easy to use Planning solution. We look forward to working together in the future.

Replied January 2017

Gabriel B.

Verified reviewer

Automotive

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed January 2017

Wonderful software

I have been working with the Prevero software for years and I must say that our accountant can't live without it. Every time there is an upgrade, we are excited about the new features the Prevero software brings to the table.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Vendor Response

Hi Gabriel, thank you for sharing your review of prevero. We¿re really happy to hear how essential you find prevero to be for your business and look forward to working together in the future.

Replied January 2017

antonio francesco l.

Automotive

51-200 employees

Used daily for less than 2 years

Reviewed December 2017

Prevero has allowed us to develop a much simpler budgeting system.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The system is extremely easy to use both during insertion and data consultation. Even the style is pleasant

Cons:

A development in the organization of the menus and in the description of the fields in the menus is necessary.

Frank S.

Automotive

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed January 2017

Profession Planner - Easy planning

Professional Planner helps you struture and organize the planning process. It helps to reduce complexity in a multi entity group. Reports are stable and fast. Once the data import is set up it is easy to handle.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Vendor Response

Hi Frank, thank you for sharing your review of prevero. Our team is very proud to hear how our reporting functionality has made it easier for you. We look forward to working together in the future.

Replied January 2017

Gerald K.

5001-10000 employees

Used weekly for more than 2 years

Review source

Reviewed January 2017

We use for Standard reporting only - No planning

Stable and reliable integrated system, data export into third Party System could be easier as we still use older version

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Vendor Response

Hi Gerald, thank you for sharing your review of prevero. We really appreciate you taking the time to share your thoughts on our integrated reporting solution. If you have any questions at all please feel free to contact us, we look forward to working together in the future.

Replied January 2017

Thomas B.

Used unspecified for unspecified

Review source

Reviewed May 2016

Flexible and Comprehensive Solution for BI/Reporting and Corporate Performance Management

Great software with ready to use modules (e.g. for planning / reporting) that allows you to start working with only small customizing. But you also have the possibility to create completely new modules together with consultants or on your own. Afterwards you can integrate your own solutions into the standard software. Technically Prevero consists of a GUI, the application server and an integrated Data Ware House. So you can also build a DWH, because you can load information from other applications (or an existing DWH) directly into prevero.

Ratings Breakdown

Ease of use

Customer support

Showing 1 - 10 of 10 Reviews