Collaborative Planning Forecasting Software

Advanced Collaborative Planning forecasting software delivers flexible budgeting and accounting for organisations across both the public and private sectors. Trusted by more than 200 organisations, our web-based solution provides a robust and flexible framework to support all your planning needs.


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How can it help you?

In the current, uncertain economic climates, we understand that organisations in both the public and private sectors need to operate as efficiently as possible. Finance departments, in particular, are under pressure to maximise budgets and proactively work with budget holders across the organisation to manage spend.

Designed with accountants in mind, our web-based financial planning, budgeting and forecasting solution, Collaborative Planning, replaces traditional spreadsheet-based working. Automation of the entire budgeting cycle provides 'one version of the truth' to budget managers and finance professionals.

The inherent functionality of Collaborative Planning fosters best practice, empowering budget managers in the process and enabling the finance team to add value, rather than wasting time on data input and spreadsheet consolidation. Gain complete control over your spending, budgeting and forecasting with our solution.



Boost efficiencies

Save between 30-60% of the time dedicated to planning, forecasting and performance monitoring across the budget cycle.


Improved decision-making

Use real-time information and scenario modelling to improve financial planning and decision-making.


Single version of the truth

Eliminate the need to consolidate and publish multiple spreadsheets with all plans and budgets in one system.


Scalable and flexible to your needs

Configurable to satisfy your individual organisational processes and growth objectives.


End-to-end automation & visibility

Across the planning, budgeting, monitoring and forecasting process.


Simple to use

Intuitive interface ideal for engaging non-finance teams.

Key features

Empowering your organisation with instant insight and improved accuracy of financial planning, budget monitoring and forecasting, our solution enables you to enhance your financial strategies and decisions.

Real-time information from one system

Real-time information from one system

With an up-to-date, single version of the truth finance departments have access to real-time information for timely, accurate decision-making – allowing them to perform a more strategic role by adjusting plans and actions as required. Anyone involved in the planning cycle can see the latest status of the plan and actual performance compared to targets, from one system.

Integration with all finance and operational applications

Integration with all finance and operational applications

Collaborative Planning can re-use data from finance and operational applications, without the need for manual data collection and re-entry. Flexible import and export functions facilitate integration, minimising the risk of human error or data duplication and allowing your teams to work more efficiently.

Enhanced financial control with budget modelling

Enhanced financial control with budget modelling

Budget Managers can easily create ‘working sets’ to represent multiple versions of their budgets, for effective planning and scenario assessments. ‘Working sets’ are multiple sub-sets of finance cube data created in isolation of the live model, to provide additional support for iterative / ‘what if’ analysis and continuous service planning. These ‘working sets’ provide a flexible way to define the boundaries automatically taking into account cell calculation and standing data tables.

"We are particularly pleased with how the solution has engaged non-finance staff in the forecasting process which is fundamental to accurate financial planning and central to the ongoing success of the ‘Building World Class Finance Programme’. The Trust is now in a much stronger position to plan and control its finances. It’s about making sure that budgeting and forecasting are everyone’s business."
Neil Callow, Deputy Director of Finance, Business Partnering, Imperial College Healthcare NHS Trust
"Advanced's solution has eliminated various labour intensive processes, which will enable us to reduce our core finance costs by 40 percent, amounting to over £3 million."
Alan Layton, Director of Financial Management, Islington Council
"On the back of the system, we have completely restructured and transformed our Finance service, and delivered £1 million in savings. On top of that, we anticipate additional savings because Collaborative Planning allows budgets to be managed more closely, which encourages querying of spending."
Charlotte Wynn, Finance Manager, Cheshire West & Chester Council
"Advanced has an excellent reputation across the sector and having multiple products from the same supplier means that our IT systems are more integrated, which saves us considerable amounts of time and therefore money."
Marc Jordan, Assistant Principal, College of North West London

Read how we partner with some of our customers

Advanced Client Logos islington council
"Collaborative Planning has eliminated various labour intensive processes, which will enable us to reduce our core finance costs by 40 per cent, amounting to over £3 million."
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CLA client logo
"Advanced has successfully built a really strong, resilient and flexible platform that offers versatility and scope for many years to come."
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Advanced Client Logos tideway
"Having a flexible and reliable platform allows us to create a long term IT strategy leading up to and after the completion of the tunnel."
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News & Opinions

BLOG // 28-11-2023

10 reasons to implement budgeting and forecasting technology

by Mark Dewell, SVP > Education, Government and Social Housing

10 reasons to implement budgeting and forecasting technology