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financial planning budgeting process automation keboola skip to content next week data apps workshop 2 june reserve a spot solutions product resources customer stories pricing solutions financial intelligence financial data automation data consolidation every erp one source of truth esg sustainability reporting vppa energy procurement analytics industries marketing agencies client reporting analytics retail ecommerce omnichannel data financial services banking fintech hospitality qsr restaurant hospitality analytics customer story how home credit automated financial reporting learn more data management keboola platform end to end data platform data streams real time data ingestion data templates pre built data pipelines connectors 300 integrations change data capture cdc for databases transformation sql python r more flow builder visual pipeline builder ai applications applications build custom apps mcp server ai model integration kai your ai data engineering assistant data governance active metadata metadata management opentelemetry otlp endpoint into storage security enterprise security data catalog data discovery activity center monitoring logging new keboola mcp server connect ai agents to your data learn more education resource hub guides whitepapers events webinars live on demand blog news tutorials newsletter stay updated developer resources changelog what s new documentation technical guides developer portal api sdk data academy free courses contact contact us get in touch partners partner ecosystem careers join our team on demand webinar why your board sees different numbers than you do learn more login try now book a demo solutions solutions financial intelligence financial data automation data consolidation every erp one source of truth esg sustainability reporting vppa energy procurement analytics industries marketing agencies client reporting analytics retail ecommerce omnichannel data financial services banking fintech hospitality qsr restaurant hospitality analytics product data management keboola platform end to end data platform data streams real time data ingestion data templates pre built data pipelines connectors 300 integrations change data capture cdc for databases transformation sql python r more flow builder visual pipeline builder ai applications applications build custom apps mcp server ai model integration kai your ai data engineering assistant data governance active metadata metadata management opentelemetry otlp endpoint into storage security enterprise security data catalog data discovery activity center monitoring logging resources education resource hub guides whitepapers events webinars live on demand blog news tutorials newsletter stay updated developer resources changelog what s new documentation technical guides developer portal api sdk data academy free courses contact contact us get in touch partners partner ecosystem careers join our team customer stories pricing book a demo try now login cfo group finance use case financial planning budgeting process automation built for cfo controller fp a lead speed up annual budgeting and reforecasts by integrating data and eliminating spreadsheet chaos easy setup no data storage required free forever for core features simple expansion with additional credits book a demo 8 wk time to first value 100 man days saved per year 70 faster than spreadsheets dashboard shown is a conceptual example keboola integrates with any bi or analytics platform generating report dashboard shown is a conceptual example keboola integrates with any bi or analytics platform generating report overview challenges solution integrations outputs faqs overview what this use case actually does plug into what you already run your erp crm planning tools warehouse connected without replacing anything governed not glued together versioned transformations lineage and audit trail every number traces to source live in 8 weeks owned by your team not a black box your team configures extends and runs it from week one speed up annual budgeting and reforecasts by integrating data and eliminating spreadsheet chaos this use case reimagines the annual budget and periodic forecasting process for fp a teams instead of emailing out templates and consolidating hundreds of excel files the platform provides a centralized planning model where department inputs can be gathered versioned and rolled up instantly it serves fp a directors finance business partners and budget owners across the enterprise allowing them to collaborate on a single source of truth assumptions like growth rates fx rates cost inflation are input once and flow through all calculations the outcome is a faster planning cycle what used to take months of coordination can be done in weeks or less and a more agile reforecasting capability with a seasoned fp a tone it emphasizes driver based planning data backed assumptions and iterative scenario analysis as part of the culture moving away from static once a year exercises the pain where the spreadsheet breaks these are the problems your team runs into every month without a unified data layer every workaround eventually fails 0 1 excel overload version hell traditional budgeting involves countless spreadsheets each department might have its own template 0 2 lengthy rigid process annual planning can drag out over 2 3 months in large organizations which means assumptions made at the start may be stale by completion 0 3 limited scenario analysis when plans are in static spreadsheets doing what if analyses e g what if sales are 5 lower requires building separate models or manual tweaks that are error prone 0 4 lack of alignment ownership in siloed planning department managers often feel the process is opaque what keboola does what keboola actually delivers no magic no replatforming just connectors governed transformations and outputs your team owns from day one 0 1 centralized driver based model keboola enables building a planning model where key business drivers headcount volume pricing etc drive financial outcomes 0 2 real time consolidation versioning as soon as a department submits their numbers it s consolidated automatically at the group level no more waiting weeks 0 3 multiple scenarios agile reforecasting keboola s capacity allows fp a to maintain multiple scenarios side by side 0 4 improved collaboration and ownership the platform can be configured so that department managers input their figures directly into the system connectors out of the box no replacements this use case typically uses 8 connectors keboola ships 700 more for the long tail oracle klaviyo v2 microsoft dynamics 365 finance operations mysql cdc quickbooks online salesforce shopify xero accounting v2 oracle klaviyo v2 microsoft dynamics 365 finance operations mysql cdc quickbooks online salesforce shopify xero accounting v2 oracle klaviyo v2 microsoft dynamics 365 finance operations mysql cdc quickbooks online salesforce shopify xero accounting v2 browse all 700 connectors tangible deliverables what lands in your team s hands each role gets the format and the detail they need already configured not slideware one use case 3 role s served fp a director department manager group cfo fp a director p l cash flow consolidated financial projection p l balance sheet cash flow for the next year or multiple years with ability to toggle scenarios a waterfall chart showing how the plan moves from last year s actual e g x from volume y from price z from cost savings and a summary of key assumptions growth rates fx rates commodity prices in one view also a planning process tracker which departments submitted which are pending department manager budget budget input form or dashboard specific to their departments group cfo ebit revenue high level plan overview planned revenue vs last year growth planned ebit margin vs last year total planned capital expenditures risk opportunity dashboard identifying which parts of the plan are most aggressive balu gopakumar account executive martin lepka cmo keboola giorgio pontillo cro talk to a real human no bots no sdr call sequence a solutions engineer who runs use cases like this every single day book a demo questions answers things people always ask everything your team it and procurement will want to know up front our budgeting is very customized can the platform handle our specific calculations like complex allocation rules custom fiscal calendars etc yes keboola is extremely flexible you can implement your specific business logic if you allocate corporate costs to divisions based on say headcount or revenue contributions that rule can be encoded and the system will do it automatically during consolidation if you operate on a non calendar fiscal year or use 4 4 5 accounting calendars the date handling can accommodate that basically any formula or allocation you currently manage in excel can be implemented in the platform but with better control and automation the benefit is you define it once and it consistently applies every time every cycle without someone having to remember it or do it manually how do we get people to adopt this some managers love their excel and are resistant to new tools this is common keboola can actually embrace excel lovers by allowing them to interface via excel if desired for example using an excel plug in where they fetch their part of the budget data fill it in excel and then it syncs back the key is whether through a web ui or excel the data goes into the central database we often recommend starting by replicating the existing templates in the new system so it feels familiar then gradually enhancing training and showing the time saved no more consolidating 50 sheets also wins people over once a few cycles go smoothly and managers see they spend less time on tedious work and more on thinking about their numbers they usually become proponents plus excel isn t banned it s connected so you get the best of both managers can still do quick local analysis in excel if they want but the official numbers live in a governed system can this connect our budget with actuals for variance analysis easily absolutely one of the huge benefits is that your budget and actuals reside in one platform so after each month end you can compare actual performance to budget or forecast with a click the system can generate variance reports and even auto commentary if configured e g highlighting areas where variance is above a threshold this beats the manual export import of actuals into planning spreadsheets it means forecasts can also be quickly updated with actuals like a year to go forecast that always uses actuals for past months and plan for future months updated automatically this tight actual plan integration closes the feedback loop allowing continuous improvement of the planning process e g you can easily analyze planning accuracy metrics to see which departments consistently over under estimate and by how much in short yes variance analysis becomes much simpler and faster which ultimately helps managers focus on why variances happened and what to do rather than just compiling the variance data the governed data foundation cfos deploy before ai clean connected auditable across every entity every erp every system you already run stay in the loop monthly product updates customer stories and cfo office insights no spam subscribe nospamwepromise product platform overview flow builder transformation ai agent security integrations pricing solutions financial intelligence esg reporting qsr 360 retail ecommerce financial services use cases resources blog customer stories resource hub events webinars faqs help center developers status company about keboola jobs contact 2026 keboola all rights reserved legal privacy terms cookies policy change cookies settings