Data Solution Financial Planning.
↳ Effective financial planning and management through visualized budget control.
Flexible blending of data.
Flexibly blend your financial data with data from other departments and consolidate them in one solution.
Real-time monitoring.
Track your financial situation with the help of budget key figures and optimize the allocation of your resources.
Impact-oriented control.
Identify budget-relevant developments and make decisions based on current data.
Trusted by more than 100 public administrations.
A new way of financial planning.
Visualize profit and loss, financial budget, and create comparative analyses with other administrative units with significantly reduced effort.
Blend budget data with specialized department data like HR to address complex questions. The integrated data provides valuable information for conducting multi-layered financial analyses and evaluating the current budget situation and adopted policy measures actively.
Get access to a free trial.
↳ And see how our Financial Planning Solution can support you.
Our Financial Planning Solution in detail.
↳ Discover what’s included.
All Platform Plans (Basic, Professional, Enterprise) can be upgraded with the Financial Planning Solution. | Finance Planning SolutionUpgrade your platform plan with our Financial Planning Solution |
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General (in addition to your package) | |
Storage and computation | |
Data integration and transformation (in addition to your package) | |
Setting up data connectors for automated data integration by Polyteia | |
Automated transformation and cleansing of data by Polyteia | |
Data analysis and preparation of your data by Polyteia | |
Features (in addition to your package) | |
Data exploration via the data catalog | |
Dashboards and widget library, along with the capability to save your custom widgets | |
Finance Solution
Upgrade your platform plan with our Finance Solution
General (in addition to your package)
Data integration and transformation (in addition to your package)
Features (in addition to your package)
Dashboards (in addition to your package)
Budget visualization offering comprehensive insights into both the operating and financial budgets for six years. This includes two years preceding the current plan and three projections for future budgets. You can expand these for a more detailed view.
Individual budgets as well as sub-budgets of your organizational areas.
Budget overview according to its product hierarchy. You can choose between overviews at main product level and overviews at product or even sub-product level.
A breakdown of income and expense types or planned payments based on their source and purpose.
The most important key figures for the New Municipal Financial Management (NKF) to monitor the overall economic budget situation of your municipality.
Add-on dashboards
Integrate data from your departments and track self-defined impact indicators in parallel with the corresponding financial data in one overview.
Comparisons of current budgets with that of previous years and of the current financial situation.
Detailed breakdown of the planned investments by project. For each project, you will also receive information on the projected follow-up costs, including factors such as the time of use, annual depreciation, personnel, and operating costs.
Overview of your budget result and a comparison with the budget plan. Additionally, you can gain insights into your annual financial statements, including the balance sheet and statement of assets and liabilities, broken down by income and financial statement, and categorized by product and organizational hierarchy.
