Oivalo Planning

Oivalo Planning is a enterprise level cloud‑based financial planning tool designed for budgeting, forecasting or any kind of data harvest.

With fully customizable logic it combines operational data and finance data into the same model, allowing organizations to see the financial impact of business decisions immediately.

Typical use cases include:

Annual budgeting and Forecast rounds
Multiple versions, Rolling forecasts, Actual + Budget planning
Distributed driver based planning across large organizations
Multi‑currency and multi‑language environments

Oivalo Planning is for you if…

The current budgeting process is heavy

If your budgeting model still lives in Excel, you’ve probably hit the point where it’s no longer flexible enough. Handling different budget versions, updating actuals, comparing forecasts, and consolidating numbers from multiple files quickly turns into a manual and frustrating process. And even if budgeting is already in a system, it can still feel like the same problem in a different form: difficult integrations, expensive and complex licensing, slow performance, or a tool that’s hard to modify without outside help.

Oivalo Planning is a fit when you want to run multiple forecast rounds and versions without turning the whole process into spreadsheet chaos. It works well if you want to move from a full-year budget into an ACT+BUD forecast and keep that as an alternative version whenever needed. It also supports multi-currency planning and makes it possible to translate the planning model into different languages.

You want to improve your business planning and analytics

Oivalo Planning is also for you if you want planning to be more than just a P&L budget exercise. It helps you collect and consolidate drivers and planning details from multiple units quickly and easily, and it supports complex planning drivers when your business logic isn’t simple. You can build Profit and Loss budgeting alongside more detailed operative planning, combining sales drivers and P&L into one model instead of trying to connect them afterward. On top of that, budgeting and forecasting numbers can be used as reference data alongside actuals, so planning becomes part of your analytics instead of living separately.

Get it done quickly. Adjust it yourself.

Finally, Oivalo Planning is for you if you want an enterprise-level planning tool that still gives you real flexibility. It’s built for teams who don’t want to spend months just to try out a tool, or burn huge starting hours with consultants before anything useful is delivered. In the best case, you already have reference data available in SQL, a data warehouse, or your reporting system, and you have a clear idea of what the planning model should look like.

Most importantly, it’s a good fit if you want to stay in control and adjust the model yourself, instead of being dependent on constant outsourced consulting.

Absolute value

P&L accounts, amount of customers, business days…

Driver based

Multiply amount of customers with avarage spend, Plan salaries using hours and hourly salary or FTE, Use reference value like number of weekend days in a month multiplied with sales per day.

Percentage planning models

Personel side costs with pre defined percentage, product category sales margin as a percent from planned sales, set a cost based on sales etc

Summary and info

Statistical summaries and documentation can be delivered in the planning model to give the user information how for example Gross Margin % will set, what is the total sales of certain sub set of planning.

Monthly or annual input

Plan on annual/total level and distribute values to months using pre-defined multipliers, previous year actuals, saved input values or evenly. Or change individual month manually.

One account – multiple cost centers input

Set values of one account over multiple cost centers at once.

Graphical input

See numbers in graphs and edit values from graph with reference line.

Dimensional planning

Split one account into several named or unnamed entries like customers, dimensions, sales products, employer category etc

Realtime

All values are updated realtime and user will see the end result all the time! Planning has simple reporting for consolidation and “Controlling use cases” to give easy answers and compare – even with your own reporting models when Data Manager is in use.