Integrated Business Planning

Elevate your business with faster, more accurate modeling across sales, workforce, demand, and finance. Align goals and plans in one platform to create a single source of truth for smarter decisions.

A Game-Changer for Business Performance

AI-driven, tailored solutions within integrated business planning software empower Finance to shape and guide operational planning and performance. Leverage pre-configured tools for sales management, workforce planning, demand forecasting, and more to foster unified planning and enhance performance across your organization.

58%

average time savings on financial planning.

Customers plan 58% faster with OneStream. Learn why OneStream is a leader in the 2024 Gartner Magic Quadrant for financial planning software.

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Integrated Business Planning Solutions

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Financial Planning and Analytics

Streamline financial planning for speed and responsiveness across teams. Use AI-driven scenario planning, rolling forecasts, and driver-based models for better accuracy and quick decisions. Enhance collaboration with intuitive dashboards and visualizations, ensuring team alignment and informed decision-making.

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Sales Planning

Align sales with revenue targets and goals for clear insights across products, locations, and sales reps. Manage quotas, territories, and hiring plans to boost collaboration and performance. Achieve faster, accurate sales forecasts, and optimize quota and territory management without the need for spreadsheets.

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Workforce Planning

Develop staffing plans aligned with financial goals, covering all staffing needs and locations. Finance and HR teams can model needs with top-down or bottom-up forecasts. Managers gain insights into costs, retention, and improvements with user-friendly tools, ensuring decisions that boost workforce and financial health.

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Manage your Cash Flow

Integrate data from receivables, payables, payroll, and business plans for a full view of your balance sheet and cash flow. Enable FP&A teams to model and analyze the impact of business plans on cash flow. Build robust models, react to changes, optimize terms, and ensure accurate projections for all financial plans.

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Operational Planning

Unify workforce, project, lease, and operational planning on one platform with granular security controls. Sync finance and operations in real time, run scenarios modeling, and use AI on live data to act faster with secure access, seamless integration, and enterprise scale.

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Demand Forecasting

Use AI to forecast future demand across products, locations, and geographies. Integrate sales and marketing data with external factors for agile and accurate forecasts. Generate daily, weekly, and monthly predictions, enhancing business plans and providing critical insight for informed decision-making across your business.

Integrated Business Planning Resources

Customer Story

Autoliv

Unifying Demand Planning and Financial Goals with SensibleAIā„¢ Forecast

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Video

Mastering Efficiency: The Transformative Journey of RS Group's Financial Operations

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Revolutionizing Finance: Demystifying AI in the Office of Finance

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Whitepaper

Integrated Business Planning

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FAQs About Integrated Business Planning Software

Integrated Business Planning (IBP) is a strategic approach that aligns a company’s financial, operational, and strategic goals through a unified planning process. It connects all departments—such as sales, finance, supply chain, and operations—enabling real-time data sharing and collaboration. IBP ensures that business decisions are based on a comprehensive view of the organization, driving better forecasting, agility, and overall performance.

Driving Finance Forward with AI

Solution

AI Agentic Finance

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Solution Brief

OneStreamĀ® Genesis

OneStreamĀ® Genesis

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Solution

SensibleAIā„¢ Studio

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Solution

SensibleAIā„¢ Forecast

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