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PROFITCY® FINANCIAL PLANNING

The Financial Planning Platform Built for IBM Planning Analytics

Replace fragmented Excel models with a governed, integrated financial planning solution on IBM Planning Analytics — delivering real-time P&L, balance sheet, cash flow, and scenario modeling for your entire enterprise.

✓Integrated 3-statement financial model — auto-reconciled, always
✓Driver-based budgeting with unlimited scenario modeling
✓Self-updating board packages via PAXcel™ — no manual refresh
✓AI-powered variance alerts before issues reach the board
40%
Faster budget cycle
90
Days to go-live
200+
Implementations
FINANCIAL PLAN — LIVE
Net Revenue
$142.6M
↑ 12.4% vs Budget
Gross Margin 68.2%
EBITDA $31.4M
Free Cash Flow $18.9M
SCENARIO MANAGER
Base Plan $142.6M
Best Case $158.3M
Conservative $124.1M
🤖
AI Variance Alert NEW

Q3 OPEX is $2.1M above forecast. Primary driver: headcount variance in Engineering (+14 FTE vs plan).

ROLLING 12-MONTH
Q1 Q4
Auto-Updated
No manual entry required
● TM1 Server Connected
THE BUSINESS CASE

Why Finance Leaders Choose ProfitCy® Financial Planning

If your FP&A team still spends more time collecting and reconciling data than analyzing it, ProfitCy® Financial Planning changes that equation permanently.

💰

Cut your budget cycle from weeks to days

Automated data collection, instant roll-ups, and pre-built templates eliminate the manual work that kills FP&A productivity.

🎯

Stop reconciling. Start analyzing.

P&L, balance sheet, and cash flow always reconcile automatically. Your team focuses on insight, not version control.

📋

Board-ready in one click

PAXcel™ delivers self-updating board packages directly in Excel — formatted, branded, and accurate every time.

🔒

One source of financial truth

Finance, HR, Sales, and Operations work from the same live model. No more off-cycle spreadsheets undermining your numbers.

MEASURED RESULTS

40%

Faster Budget Cycle

Average across ForQuest implementations

95%

Less Manual Reconciliation

Automated 3-statement model eliminates the effort

3×

More Scenarios Modeled

Finance teams run 3x more scenarios, same resources

90 days

Average Time to Go-Live

From kickoff to live financial planning model

FINANCIAL PLANNING CAPABILITIES

Complete Financial Planning Coverage in One Planning Analytics Model

Every capability your finance team needs — from driver-based budgeting through board reporting — pre-built and ready to deploy.

📊

Integrated 3-Statement Model

P&L, balance sheet, and cash flow that reconcile automatically — no more manual links or formula errors.

🎯

Driver-Based Modeling

Plan revenue and expenses from business drivers — volume, price, rate, headcount — that cascade automatically.

🔄

Consolidation Engine

Multi-entity, multi-currency consolidation with intercompany eliminations built in.

📈

Variance Analysis

Automated variance commentary comparing actuals vs. budget, prior year, and rolling forecast.

🔮

Rolling Forecast

Replace static annual budgets with rolling 12-month forecasts that update with actuals automatically.

📑

PAXcel™ Excel Reports

Board packages and management reports delivered in formatted Excel via ForQuest’s PAXcel™ add-in.

PLANNING MODULES

Purpose-Built Planning Models for Every Team

From finance to supply chain — ProfitCy® has a pre-built Planning Analytics models ready to deploy.

📊

Financial Planning & Reporting

Integrated P&L, balance sheet, cash flow planning with driver-based modeling and scenario analysis.

📈

Sales Planning & Forecasting

Territory, quota, and pipeline planning with real-time CRM integration and AI-powered forecasts.

👥

Workforce Planning

Headcount, compensation, and organizational planning linked directly to the financial plan.

🔄

S&OP Planning

Integrated sales and operations planning connecting demand, supply, inventory, and financial impact.

💰

Trade Spend Management

Promotional planning, accrual management, and post-event analysis for CPG and Retail.

🏭

CapEx Planning

Capital expenditure planning with project tracking, depreciation modeling, and ROI analysis.

HOW IT COMPARES

ProfitCy® vs. Spreadsheets vs. Generic EPM

See how ProfitCy® Financial Planning on IBM Planning Analytics stacks up against the alternatives your team may already be using.

CAPABILITY

EXCEL-BASED

GENERIC EPM

PROFITCY® ON IBM PA

3-Statement Auto-Reconciliation

✗

Partial

✓ Full

Driver-Based Modeling

Manual

Limited

✓ Native TM1

Real-Time Scenario Modeling

✗

Slow

✓ Instant

Workforce ↔ Finance Integration

✗

✗

✓ Bi-directional

Self-Updating Excel Reports (PAXcel™)

✗

✗

✓ Unique

AI Variance Commentary

✗

✗

✓ AI-Powered

PROVEN RESULTS

Why Finance Leaders Choose ProfitCy® Financial Planning

Real results from real finance teams running ProfitCy® Financial Planning on IBM Planning Analytics.

★★★★★

ProfitCy® cut our budget cycle from 8 weeks to 4 weeks. The integrated 3-statement model eliminated the Excel version-control nightmare we lived with for years.

JM

Jennifer M.

VP Finance, Manufacturing Co.

★★★★★

We went live in 87 days. ForQuest configured ProfitCy® around our chart of accounts and we were running real forecasts before the quarter ended.

SM

Sarah M., CFO

Mid-Market Financial Services

★★★★★

The variance analysis and scenario comparison capabilities alone justified the entire investment. Our FP&A team now spends time analyzing, not reconciling.
AP

Amanda P.

Direct FP&A, CPG Company

KEY CAPABILITIES

Every Finance Planning Requirement Covered

  • Revenue Planning — Top-down and bottom-up revenue modeling with product, customer, and channel dimensions
  • Balance Sheet Planning — Full balance sheet planning including working capital, fixed assets, and debt schedule
  • Expense Planning — Cost center expense planning with headcount and driver-based allocations
  • Cash Flow Statement — Indirect cash flow statement automatically derived from P&L and balance sheet
  • Headcount Integration — HR workforce plan feeds salary and benefit costs to P&L automatically
  • Scenario Manager — Unlimited plan versions with instant side-by-side scenario comparison
  • CapEx Integration — Capital expenditure plan feeds depreciation and fixed assets automatically
  • Approval Workflow — Budget submission, review, and approval workflow with full audit trail
  • Working Capital — DSO, DPO, and inventory turns modeled and linked to cash flow
  • Actuals Integration — Automated GL actuals loading via direct ERP connector or TurboIntegrator
READY TO GET STARTED

Ready to Transform Your Financial Planning?

Book a ProfitCy® Financial Planning demo tailored to your chart of accounts.

Book a Demo →
Talk to a Consultant
● LIMITED TIME OFFER

Connect Excel to IBM Planning Analytics — Free for 30 Days

No installation. No migration. No retraining. Your team keeps working in Excel while PAXcel™ syncs live to TM1.

Now 50% off after trial. Starting at $19/mo*

*billed annually · no credit card required for trial

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WHY PAXCEL™
  • Excel Web · Windows · Mac
    Access TM1 live data directly inside Excel — browser, desktop, or Mac. No VPN. No plugins.
  • OAuth 2.0 Security
    Enterprise-grade per-user authentication. Credentials always secure.
  • Cloud Integration
    Seamless integration with your existing cloud environment and investments.
  • Multi-Environment
    One solution for all environments — cloud, hybrid, or on-premise.
  • Lightning Fast
    Optimized data retrieval with intelligent caching — no performance tradeoffs.
  • Total Flexibility
    Configure PAXcel™ to fit your planning workflows — not the other way around.