By industry · Financial services
Multi-entity planning with the granularity and control finance teams expect.
Plan across entities, products, and books of business. Consolidate with intercompany logic, keep a full audit trail, and govern who can see and change what.
The challenge
What gets in the way today
The patterns we hear most from teams running this plan in spreadsheets or legacy tools.
- Consolidating plans across many entities and currencies
- Granular product and portfolio modeling in static spreadsheets
- Maintaining a defensible audit trail across planning cycles
- Granting the right access to sensitive figures
How Finicast helps
The same platform, shaped to your plan
Multi-entity consolidation
Roll plans up across entities and currencies with intercompany and elimination logic.
Granular dimensions
Model by product, portfolio, cost center, and counterparty without flattening the detail.
Governance & audit
Use roles, approvals, and snapshots to keep an auditable record of every planning decision.
Models you can build
- Multi-entity consolidation
- Net interest & margin planning
- Cost center & allocation
- Capital and liquidity planning
Consolidated = SUM(Entity, Balance[Entity, Account]) - Eliminations[Account]Decisions for Financial services
From this plan to your next decision.
AI drafts variance commentary across entities, and every AI action is captured in the same audit trail as the rest of your planning.
See how the platform worksRelated solutions
See the decisions in your own numbers.
Bring one plan you run today to a 30-minute working session. We'll connect it, surface the decisions Finicast recommends, and show you exactly how each one stays reviewable.