Financial Planning Software | Driver-Based FP&A Planning

 Planning

Financial Planning - Beyond Excel Models & Static Assumptions

Turn financial planning into a structured, repeatable, and governed process. Taxilla delivers financial planning software designed for mid-sized finance teams to plan revenues, costs, and resources using driver-based and assumption-led models-without relying on fragile Excel spreadsheets. Unlike spreadsheet-based planning or isolated FP&A tools, Taxilla's Planning module is natively integrated with Budgeting, Forecasting, Reporting & Analysis, ensuring every plan is connected to actuals, forecasts, and performance outcomes.

The Challenge

Financial Planning Is Still Spreadsheet-Driven

As shared services expand and entities multiply, finance teams struggle with ERP-native and spreadsheet-driven cost allocation models:

Excel-Based Planning Models
Excel-Based Planning Models

Complex spreadsheets with hidden formulas, broken links, and key-person dependency.

Disconnected Inputs
Disconnected Inputs

Headcount, revenue, and cost assumptions maintained separately across teams.

No Governance or Audit Trail
No Governance or Audit Trail

Changes to assumptions are difficult to track or explain.

Manual Consolidation Across Entities
Manual Consolidation Across Entities

Plans rolled up manually across cost centers, departments, and entities.

Static Plans That Go Stale
Static Plans That Go Stale

Annual plans fail to reflect real-time business changes.

The result: low confidence in plans, slow decision-making, and constant rework by FP&A teams.

Solution Overview

Built for FP&A Planning - Not Generic Modeling

Taxilla automates financial planning and analysis as a core pillar of the FP&A Suite. It provides a centralized planning layer that governs assumptions, drivers, calculations, workflows, and approvals across the organization.

How it Works

Plan → Model → Review → Approve → Analyze

Fully Automated End-to-End Process

Centralized Planning Models

Centralized Planning Models

Standardized planning models for revenue, expenses, headcount, and departments-built on a single governed data model.

Driver-Based & Assumption-Led Planning

Driver-Based & Assumption-Led Planning

Plan using business drivers like headcount, pricing, volumes, and inflation-automatically cascading across months, GLs, and entities.

Structured Workflow & Ownership

Structured Workflow & Ownership

Assign preparers, reviewers, and approvers to each planning area-ensuring accountability and segregation of duties.

Scenario & What-If Planning

Scenario & What-If Planning

Run multiple scenarios (Base / Upside / Downside) without duplicating spreadsheets.

Seamless Integration with Actuals

Seamless Integration with Actuals

Plans align directly with actuals from ERP-eliminating reconciliation gaps between planning and reporting.

Key Benefits

Tangible Outcomes for Your Finance Team

40-50% Faster Planning Cycles

Eliminate manual model building and consolidation.

Single Version of the Truth

All assumptions, drivers, and calculations in one system.

Improved Planning Accuracy

Driver-based logic reduces guesswork and manual overrides.

Stronger Governance & Auditability

Every change is tracked, reviewed, and approved.

Scales with Business Growth

Supports multi-department and multi-entity planning.

Module Capabilities

Features Deep-Dive

Centralized Financial Planning Models

Centralized Financial Planning Models

Revenue, cost, and headcount planning in one platform.

Driver-Based Planning Engine

Driver-Based Planning Engine

Percentage-based, volume-based, and rule-driven planning logic.

Multi-Dimensional Planning

Multi-Dimensional Planning

Plan by entity, department, cost center, project, or product.

Workflow & Approvals

Workflow & Approvals

Maker-checker controls with version locking.

Scenario Planning & Versioning

Scenario Planning & Versioning

Compare multiple planning scenarios side by side.

Plan vs Actual Alignment

Plan vs Actual Alignment

Ensure plans roll seamlessly into budgeting, forecasting, and reporting.

This transforms planning from Excel modeling into an enterprise FP&A process.
Technology Advantage

Engineered For Enterprise Scale

  • Native Integration with FP&A Modules

    Native Integration with FP&A Modules

    Planning connects directly to: Budgeting, Forecasting, Reporting & Analysis

  • Unified FP&A Data Model

    Unified FP&A Data Model

    Plans, forecasts, and actuals governed centrally.

  • Continuous Planning Enablement

    Continuous Planning Enablement

    Update plans as assumptions change-not once a year.

  • Audit-Ready Architecture

    Audit-Ready Architecture

    Track every assumption, version, and approval.

  • ERP-Agnostic Design

    ERP-Agnostic Design

    Works across SAP, Oracle, NetSuite, Dynamics.

  • No Spreadsheets. No Custom ERP Code

    No Spreadsheets. No Custom ERP Code.

TechnologyAdvantage
Integrations

Seamless Integrated Across Your Ecosystem

Taxilla integrates with:

ERPs

ERPs
Industry Use cases

Trusted By Global Shared Services

Automated shared services chargebacks across 30+ legal entities, reducing disputes by 80% and accelerating close by 5 days.

Manufacturing Enterprise

Enable driver-based cost and headcount planning across plants, cost centers, and production lines. Automatically cascade volume, labor, and overhead assumptions into monthly and annual plans.

Retail & Consumer Goods

Plan revenue, margins, and operating costs by store, region, and sales channel. Align planning assumptions to seasonality, promotions, and regional performance drivers.

Technology & SaaS Company

Model ARR, headcount, and operating expenses using base, upside, and downside growth scenarios. Continuously align hiring and spend plans with revenue forecasts and runway targets.

Professional Services Firm

Plan capacity, billable utilization, and delivery costs across practices and client engagements. Link headcount and cost plans directly to utilization rates and revenue realization assumptions.

Pricing & Plans

Transparent Pricing for Every Stage of Growth

Taxilla pricing scales based on planning complexity, dimensionality, scenario depth, and number of legal entities, ensuring you pay only for what you need-without overbuying enterprise features upfront.

Essentials

Small FP&A teams

  • Up to 3 entities
  • Core (Entity, Dept) Planning Dimensions
  • Basic drivers Driver-Based Planning
  • Limited Headcount & Cost Planning
  • Basic Revenue Planning Models
  • Standard Workflow & Approvals
  • Basic Versioning & Plan Locking
  • Planning only Integration with FP&A Suite
  • Limited Audit Trails & Change History
  • Basic Security & Access Controls
  • Email support
  • Scenario & What-If Planning
  • Shared Services / GBS Support
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Enterprise

Multi-entity enterprises

  • Up to 25+ entities
  • Unlimited (Custom dims) Planning Dimensions
  • Enterprise driver models Driver-Based Planning
  • Advanced Headcount & Cost Planning
  • Complex / multi-scenario Revenue Planning Models
  • Threshold-based Workflow & Approvals
  • Centralized Versioning & Plan Locking
  • Full FP&A Suite Integration with FP&A Suite
  • Centralized & reportable Audit Trails & Change History
  • Enterprise-grade Security & Access Controls
  • Dedicated CSM support
  • Shared Services / GBS Support
  • Advanced (Base / Upside / Downside+) Scenario & What-If Planning
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FAQ's

Frequently Asked Questions

How is this different from Excel-based financial planning?
Taxilla replaces uncontrolled spreadsheets with governed, auditable planning models.
Does this support driver-based planning?
Yes. Plans can be driven by headcount, revenue volumes, cost percentages, and more.
Can multiple scenarios be maintained?
Absolutely. Run and compare multiple planning scenarios without duplication.
Is this suitable for mid-sized companies?
Yes. Designed specifically for mid-sized and growing organizations.
Does it integrate with forecasting and reporting?
Yes. Planning flows directly into budgeting, forecasting, and reporting.
How long does implementation take?
Typically 3-5 weeks, depending on scope and integrations.

Move beyond spreadsheet-driven planning. Plan with confidence using Taxilla.

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