Integrated Financial Planning and Reporting with Lionpoint and Anaplan
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.
- 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
Frequently Asked Questions
Does this solution require an Anaplan license?
What is a typical timeline for this type of service?
It depends on complexity, but the typical project takes 3 to 6 months.
What types of reporting does this service support?
This service can support a wide variety of reporting. We typically see clients use this service for management/board reporting and fund financial data.