Automation by Function
FP&A Automation Series
Get real-time visibility into budgets, cash flow, and performance—all in one AI-Powered platform.
Features to Elevate your FP&A Performance
Automate your financial processes and make data-driven decisions with AI-powered dashboards built for modern FP&A teams.
Streamlined Processes
Automate repetitive tasks and free your team to focus on strategic analysis.
AI-Powered Insights
Identify growth opportunities and cost optimizations faster than ever.
Scalable Architecture
Easily adjust as your organization’s needs evolve—no major IT overhaul required.
Actionable Analytics
Convert raw metrics into targeted actions that move your organization forward.
…and more.
FP&A Automation Series
Faster, Simpler, & AI-Powered
Streamline forecasting, automate reporting, and empower your finance team to make data-backed decisions—faster than ever.
Revenue & Profitability
Monitor real-time revenue streams and profit margins to identify high-impact opportunities and address underperforming areas swiftly.
Workforce & Staffing
Optimize staffing levels and employee allocation to balance workloads, reduce burnout, and maximize productivity.
Sales & Pipeline
Gain a clear view of your sales funnel—track leads, forecast revenue, and focus on winning deals that drive sustainable growth.
Bonus & Commissions
Automate bonus and commission calculations based on real performance data, ensuring accuracy and transparency.
Our comprehensive FP&A Solutions deliver insights across:
Budgeting & Forecasting
Develop detailed budgets and accurately forecast future financial performance to align resources with strategic goals, ensuring financial stability and growth.
Financial Reporting and Analysis
Generate comprehensive financial reports with detailed data analysis to provide clear insights into financial health, performance, and trends.
Monthly Variance Analysis
Standardize and perform monthly variance analysis against previous year and forecast to ensure precise financial adjustments and enhanced predictions.
Strategic Planning
Set and track long-term financial goals to align with the company’s strategic objectives, driving sustained growth and success.
Performance Management
Monitor and manage key performance indicators (KPIs) to enhance operational efficiency, drive business success, and achieve performance targets.
Financial Modeling
Build and analyze robust financial models to support informed decision-making and effective scenario planning, mitigating risks.
Benchmarking
Compare financial performance against industry standards and competitors to identify improvement areas and drive strategic growth.
Legacy Integration
Consolidate and integrate legacy systems post-acquisition to streamline financial data management, enhance reporting, and ensure seamless operations.
Data Cleanup
Enhance data quality by identifying and correcting inconsistencies and inaccuracies in financial data, while standardizing processes to prevent future occurrences.
Time Utilization
Analyze how effectively employees’ time is spent on tasks and projects to enhance productivity and optimize resource allocation.
Bonus Distribution
Allocate bonuses fairly and transparently to reward performance and incentivize employees, driving motivation and retention.
Staff Cost Management
Monitor and optimize staff-related expenses to ensure cost efficiency, financial alignment, and budget adherence.
Budgeting & Forecasting
Develop detailed budgets and accurately forecast future financial performance to align resources with strategic goals, ensuring financial stability and growth.
Financial Reporting and Analysis
Generate comprehensive financial reports with detailed data analysis to provide clear insights into financial health, performance, and trends.
Monthly Variance Analysis
Standardize and perform monthly variance analysis against previous year and forecast to ensure precise financial adjustments and enhanced predictions.
Strategic Planning
Set and track long-term financial goals to align with the company’s strategic objectives, driving sustained growth and success.
Performance Management
Monitor and manage key performance indicators (KPIs) to enhance operational efficiency, drive business success, and achieve performance targets.
Financial Modeling
Build and analyze robust financial models to support informed decision-making and effective scenario planning, mitigating risks.
Benchmarking
Compare financial performance against industry standards and competitors to identify improvement areas and drive strategic growth.
Legacy Integration
Consolidate and integrate legacy systems post-acquisition to streamline financial data management, enhance reporting, and ensure seamless operations.
Data Cleanup
Enhance data quality by identifying and correcting inconsistencies and inaccuracies in financial data, while standardizing processes to prevent future occurrences
Time Utilization
Analyze how effectively employees’ time is spent on tasks and projects to enhance productivity and optimize resource allocation.
Bonus Distribution
Allocate bonuses fairly and transparently to reward performance and incentivize employees, driving motivation and retention.
Staff Cost Management
Monitor and optimize staff-related expenses to ensure cost efficiency, financial alignment, and budget adherence.
Unlock Your Full Potential With Our AI-Powered BI Solutions Platform
Experience the AI-Powered Automation Platform for Business Intelligence & Process Optimization.
Unlock your organization’s full potential with URTM Solutions Inc.
Unlock your organization’s full potential with URTM Solutions Inc.
FP&A Automation Series
Rapid Deployment
Transform your financial planning and analysis with our FP&A Automation Series. Select the dashboard that meets your needs, let us handle the seamless implementation, and start benefiting from plug-and-play solutions that provide immediate, actionable insights.
Select The Dashboard(s)
The Implementation
Plug-n-Play
