Keyrus Plan to Report Automation in the Office of Finance

Automate 60-70% of your monthly management reporting using the Workiva platform and the Anaplan® software.
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Streamline your plan to report processes from gross-to-net management to end-to-end board reporting.

Introduce your finance team to the “green lines,” and save them weeks of manual rework every year. Seamlessly integrate actual, budget, and forecast data flows originating from the Anaplan software, including financial data and qualitative commentary provided by operations teams, into the Workiva platform to significantly improve accuracy in reporting. 

Publish key measures and supporting commentary. Enable multi-departmental teams—Demand, Finance, Contracts, Accounting—to collaboratively model and plan. Simplify and transform the process from data origination, planning, and decision making through report distribution.  

Connect plans, data, documents, and teams to elevate your business partnering across the organization. Visualize what a real-time connected ecosystem can look like, not just for a team but for an enterprise.

Key Features
  • Automate data refreshes from your Anaplan FP&A model and gross-to-net revenue recognition model, such as the Keyrus FP&A Foundation Model and the Keyrus Connected Pharma Commercial Planning: Gross-to-Net (GTN) Channel Forecasting model, built on the Anaplan platform
  • Service that starts with the end in mind—your organization’s board deck—and is supported by Keyrus' expertise in how to design Workiva presentations and utilize connections to maximize automation and agility leveraging data from the Anaplan software

Anaplan is a trademark of Anaplan, Inc.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Board Reporting
Budget & Forecast Reporting
CFO Deck
Financial Statements
Flash & KPI Reporting
Management Reporting (CFO)
Product Line & Business Unit Reporting
Additional fees apply
Connector Compatibility