Budgeting, forecasting and AI planning systems

Static annual budgets break as soon as the business changes. We build connected planning models that link sales, workforce, capex and operations to P&L, balance sheet and cash flow, with rolling forecasts and what-if scenarios.

Connected planning

One model for finance and operations, so every department plans in the same numbers and changes flow through automatically.

  • Driver-based budgeting (top-down and bottom-up)
  • Rolling forecasts and re-forecasting
  • Workforce, capex and project planning
  • Sales and revenue planning
  • Scenario and sensitivity modelling

AI planning

Predictive forecasting, anomaly detection and natural-language questions on plan versus actual data. AI-first platforms such as Jedox and Pigment, and our own 3PEAKS AI-Driven EPM, make these capabilities available today.

Implementation approach

We begin with a focused discovery of your finance process, reporting calendar, source systems and controls. The delivery then moves through design, configuration, data integration, user testing, training and a controlled go-live.

  • Process and requirements workshop
  • Solution blueprint and data mapping
  • Build, testing and finance-user validation
  • Go-live support and continuous improvement

How to decide if this is the right fit

The right choice depends on process complexity, deployment policy, current ERP, user experience, internal skills and total cost. 3PEAKS evaluates these factors against your real requirements before recommending a platform.

What a successful project delivers

Success is measured in a faster and more controlled finance cycle, not simply installed software. We define measurable outcomes before implementation and validate them with process owners during testing.

  • Less spreadsheet collection and reconciliation
  • Clear ownership, workflow and audit trail
  • Faster reporting and scenario turnaround
  • A scalable model finance can maintain

Frequently Asked Questions

Can we keep using Excel?

Yes. Jedox, Oracle Smart View and several other platforms keep an Excel-style interface while moving data, rules and workflow into a controlled system.

Which planning tool is best?

It depends on your ERP, deployment needs and how AI-ready you want to be. We compare platforms vendor-neutrally before you commit.

Talk to an EPM Consultant Book a free 30-minute call with our consultants in Kaohsiung and Hong Kong to review your consolidation, budgeting or planning process. Contact 3PEAKS