Oivalo Planning is a enterprise level cloud‑based 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:
If your budgeting model still lives in Spreadsheets, 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 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.
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 project hours with consultants before anything useful is delivered.
In the best scenario:
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.
P&L accounts, amount of customers, business days…
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.
Personel side costs with pre defined percentage, product category sales margin as a percent from planned sales, set a cost based on sales etc
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.
Prompt over planning model, modify values or ask anything.
Use your selected AI API
Plan on annual/total level and distribute values to months using pre-defined multipliers, reference value actuals, saved input values…
Day level planning is also supported
Set values of one account over multiple cost centers at once. For example set rents account across the organization part.
See numbers in graphs and edit values from graph with reference line.
Split one account into several named or unnamed entries like customers, dimensions, sales products, employer category etc
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.
Oivalo Planning is designed to be set up quickly and adjusted independently.
Implementation project to get started typically takes 2–12 consulting days depending on model and organization complexity.
Pricing is transparent and predictable
Daily reporting module makes day level data collection easy and integrates with advanced Planning organization and user access handling.
There is a lot of information that cannot be fetched from any system. Daily report comes to help getting that kind of data aligned. It delivers customizable form where wanted information from current day activities can be inserted.
Daily reporting can follow Planning day level figures and show how current day actuals are compared with planning numbers. So it is possible to set for example production amount target and then gather the production amounts – on daily level.
Daily reporting supports number and text inputs, forcing of content and many other process enablers needed to get quality data instead of adding rows to some spreadsheet on network drive or filling a generic feedback form on company intranet. It also supports simple reporting and calculations to generate for example month to date values or sales divided by working hours.
Data can also be combined from systems with API, so data points A and B are inserted by user and data set C comes from ERP
Oivalo Planning is designed for medium-sized and large organizations that want to modernize budgeting, forecasting and financial planning.
Many customers come to Oivalo when their current planning process has become too dependent on spreadsheets, manual work or disconnected systems. Oivalo brings planning into a centralized environment with better collaboration, version control and transparency while remaining flexible enough to support different business processes.
Oivalo Planning supports budgeting, forecasting, rolling forecasts, scenario planning, long-term planning and operational planning within a single cloud platform.
Thanks to its modular structure, Oivalo Planning can also support additional data collection and reporting processes, such as daily reporting. This allows organizations to collect operational data frequently and use it alongside financial data for planning, analysis and reporting.
Financial and operational data can be combined within the same environment, making it easy to understand how changes in sales, pricing, personnel or other business drivers affect financial performance.
Oivalo Planning makes planning faster, more transparent and easier to manage.
Instead of spending time consolidating spreadsheets, finance teams can focus on analysis and business partnering. Planning assumptions, calculations and versions remain centralized, allowing management to make decisions based on reliable and up-to-date information
Yes.
Excel remains a valuable analysis tool, but it becomes difficult to manage enterprise-wide budgeting and forecasting as organizations grow.
Oivalo Planning replaces disconnected spreadsheets with a centralized planning environment where users work from the same data, calculations remain consistent and version control is built into the process.
Yes.
Oivalo Planning fully supports rolling forecasts, allowing organizations to continuously update their outlook as new actuals become available or business conditions change.
Forecasts can be built using different approaches depending on the organization’s planning process. For example, actual figures for completed periods can be combined with budgeted or newly forecasted figures for the remaining periods to create an up-to-date full-year forecast.
This gives finance teams the flexibility to move beyond fixed annual budgeting cycles and maintain a continuously updated view of expected financial performance.
Yes.
Planning models can be built around business drivers such as sales volumes, headcount, production capacity, pricing or utilization rates. This helps organizations understand not only what the numbers are, but also why they change
Yes.
Historical actuals, reference values and operational data can be imported into Oivalo Planning and used throughout the planning process. Existing data provides a strong foundation for budgeting, forecasting and scenario analysis.
Oivalo Planning includes built-in version management and audit capabilities.
Organizations can maintain multiple budget and forecast versions while keeping a clear history of changes, assumptions and approvals.
Yes.
The platform supports multiple currencies, multiple legal entities and consolidation across countries. It is well suited for organizations operating in several markets while maintaining consistent planning processes across the group.
Translation on different entries are also supported.
Driver-based planning is a planning methodology where (financial) results are calculated from the operational factors that actually drive business performance.
Instead of entering every budget figure manually, organizations define key business drivers such as sales volumes, pricing, headcount, production capacity or utilization rates. When these drivers change, financial forecasts are updated automatically according to predefined business logic.
Oivalo Planning supports flexible driver-based planning models that help finance and business teams better understand the relationship between operational activities and financial outcomes. This makes planning more transparent, consistent and easier to maintain as the business evolves – also can then provide metrics for example for sales data budget vs. revenue budget.
Spreadsheets are excellent tools for analysis and individual planning tasks, but they become increasingly difficult to manage as budgeting processes grow in complexity.
Enterprise budgeting often involves multiple business units, many contributors, several budget versions and large volumes of financial and operational data. When the process relies on individual spreadsheet files, manual copying, formulas and consolidation, the risk of user errors increases. A single incorrect formula, overwritten value or outdated file can affect the accuracy of the overall plan and may be difficult to identify.
Organizations replace spreadsheet-based budgeting with dedicated planning software to reduce manual work and the risk of human error, improve collaboration and version control, automate calculations, and provide a single source of truth for budgeting and forecasting.
This allows finance teams to spend less time checking files and correcting errors, and more time analyzing business performance and supporting decision-making.
Oivalo Planning’s internal reporting is meant for easy consolidation of numbers and will cover many typical analysis cases easily, compare with different rounds, reference data, timespans, analyze totals, show data in group and local currencies. Reporting tool makes it easy to check for example all rental costs over certain company segment.
When used with Datamanager, you’ll get the your familiar P&L reports also.
More advanced reporting is done typically on client’s own reporting environment. Main concept is to provide the planning data for reporting systems easily and in an efficient way.
Yes.
Oivalo Planning provides a REST API with JSON or CSV output, making it easy to integrate planning data with BI tools, data warehouses and other enterprise data platforms.
JSON provides a flexible option for application integrations, while CSV output is particularly efficient for transferring large volumes of data.
Oivalo also provides an integration utility that makes it easy to create and configure data transfer scripts without having to build the integration from scratch. This helps organizations automate data flows between Oivalo Planning and their existing reporting, analytics and data environments.
No.
Most organizations already have planning models and processes that work—they simply need a better platform to manage them.
Oivalo Planning is designed to make migration straightforward by transferring existing planning models, historical data and business logic into the new environment. Many customers begin with a proof of concept using their own data before expanding to a full implementation.
Oivalo Planning is designed for fast and practical implementation. A typical onboarding project takes approximately 2–12 consulting days, depending on the scope of the planning model, available data, integrations and organizational requirements.
Instead of starting from scratch, we can use your existing planning logic, account structures and reference data as the foundation for the new planning model. The implementation typically includes a few focused workshops with finance and key users, model configuration, data integration, testing and training.
Key users are involved throughout the project, helping ensure that the model reflects the actual planning process and that users are comfortable with the solution before go-live.
The goal is to get a production-ready planning solution in place quickly, without a heavy IT project or extensive additional resourcing from the customer.
Customer involvement is kept focused and practical. We typically need key users from finance to participate in a few workshops, provide existing planning logic and relevant data, and validate the model during testing.
Oivalo takes responsibility for project management, environment setup and building the first versions of the planning model. This helps keep the workload on the customer side manageable while ensuring that the final solution reflects the organization’s actual planning needs.
Typically, no. Oivalo Planning is designed to keep the technical implementation as lightweight as possible, but some involvement from the customer’s IT or data team is usually required.
The access to the relevant data and ability to create processes with own data is the key.
Oivalo Planning is typically delivered as an implementation project combined with a recurring subscription when we get the project in such shape that it is production ready.
Pricing depends on factors such as the scope of the planning model, integrations and organizational requirements, but not with number of users. We are happy to discuss the most suitable licensing model based on your needs.
Yes. Oivalo Planning supports Single Sign-On (SSO) with Microsoft and Google authentication.
Users can sign in using their existing corporate Microsoft or Google accounts, eliminating the need to create and maintain separate Oivalo usernames and passwords. Authentication is handled through the organization’s existing identity provider, making access management easier for both users and IT administrators.
SSO also improves security by allowing organizations to apply their existing authentication policies and centrally manage user access.
For enterprise organizations, this provides a more secure and scalable way to manage access without maintaining an additional set of user credentials.
Yes.
Oivalo Planning is built for enterprise-scale planning. Several of our customers have Planning environments with more than 500 users, and the platform supports planning models with thousands of cost centers and other organizational dimensions.
Performance remains a key design principle as planning models, data volumes and the number of users grow. Role-based access also makes it possible to involve a large number of business users while keeping the planning process controlled and relevant for each user.