Integrated Financial Planning and Reporting with Lionpoint and Anaplan

Connected financial planning and reporting enables organizations to scale operations by streamlining data management, analysis, and reporting.
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Streamline your modeling and reporting needs by combining Anaplan and Workiva.

Connected financial planning and reporting processes are traditionally siloed, imposing challenges for businesses when attempting to scale operations. Firms adopting Workiva and Anaplan to achieve integrated planning and reporting have benefitted from rapid scale and reduced manual efforts.

Key Features
  • Solution is owned and operated by the client's business, providing global users with the ability to model customized scenarios with no reliance on IT
  • Reducing time to value and increasing model accuracy by leveraging state of the art, low code technology
  • Provides users at all levels of the organization with an enhanced user experience, analytics and scenario modeling capabilities allowing the organization to respond to change rapidly


Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Bank Reporting
Board Reporting
Budget & Forecast Reporting
Capital Markets
CFO Deck
ESG Reporting
Flash & KPI Reporting
Insurance Reporting
Investment Reporting
Management Reporting (CFO)
Management Reporting (outside CFO)
Product Line & Business Unit Reporting
Stress Testing
To use this item, your organization needs to have purchased Wdata.
Additional fees apply
Support and Documentation
Connector Compatibility

Frequently Asked Questions


It depends on complexity, but the typical project takes 3 to 6 months.


This service can support a wide variety of reporting. We typically see clients use this service for management/board reporting and fund financial data.