A Structured Steering ArchitectureFor Better Decision-Making
Integrated Planning and Reporting
“We help companies transform fragmented information into connected business insight”
Operational planning, financial planning and management reporting often evolve separately. Over time this leads to conflicting assumptions, inconsistent KPIs and manual reconciliation across departments. Integrated planning and reporting connects operational drivers, financial forecasts and executive reporting into one coherent management system. When planning and reporting follow the same logic, organizations gain a reliable basis for forward-looking development. Integrated planning and reporting addresses recurring common challenges.
Common challenges
Disconnected planning processes
Operational planning and financial planning are often performed in different systems and with different assumptions. Plans must be manually reconciled.
Multiple versions of the truth
When departments maintain their own planning models, the organisation quickly loses a single authoritative view of performance.
Reporting disconnected from planning
Management reports often rely on static historical data rather than the assumptions used in planning models.
We connect what belongs together and create the picture that enables your leadership team to make reliable decisions.
Our approach to integrated planning and reporting
Build
We listen, ask questions and deliver a planning and reporting concept that gives you the certainty you desire to become resilient to economic and market shocks.
Run
We embed governance and auditability so every number is trusted and every change is tracked. Your teams plan confidently, operate independently, and adapt to shifting conditions without losing control.
Improve
We monitor adoption, optimize models, and hand off full ownership once performance stabilizes. The result: sustainable, self-service planning that keeps evolving with your business.
Integrated planning and reporting establishes a consistent logic across the organisation’s operational and financial management processes. This alignment allows executives to move from retrospective reporting to proactive steering. Instead of reconciling numbers after the fact, organisations can simulate scenarios, understand trade-offs and evaluate future outcomes in a structured way.
Custom-built Planning & Reporting solution using AI
Not every steering model fits into a product. Where the reporting logic, the planning depth, or the data structure are specific to your business, we build the solution instead of buying one. AI-supported development means custom no longer means slow or expensive. We deliver working solutions in weeks, and you own what we build.
Off-the-shelf Planning & Reporting vendor solutions we support
Our starting point is your steering model, not a product catalogue. Where a tailored solution is the better answer, we build it.
AI-supported development lets us deliver custom planning and reporting that fits your processes, rather than bending your processes to fit the software. However, if you'd rather build on established standard software, that works too. Below are the vendor solutions we have hands-on implementation experience with. You license them directly from the vendor, and we bring the know-how to make them work in your context.
Microsoft Power BI is the market’s best business intelligence tool, turning company data into clear visuals to help teams make smart decisions.
- Connects with Microsoft 365, Teams, and Microsoft Fabric so you do not need custom tech setups.
- Keeps your data safe and compliant using built-in security controls that stop unauthorized sharing.
- Easy for regular business workers to build reports.
Acterys is an enterprise-grade budgeting, forecasting, and write-back platform built natively into Microsoft Excel, Power BI, and Microsoft Fabric.
- Delivers real-time data entry and scenario modeling across Power BI, Excel, and Fabric workspaces.
- Houses automated SQL models behind the scenes, offering ironclad security, complete audit trails, and strict enterprise control.
- Speeds up deployment with pre-built planning apps and low-code data modeling that requires zero coding expertise.
deFacto Power Planning is a Microsoft-based CPM solution that unifies financial and operational planning.
- Unifies budgeting, forecasting, and financial consolidations into a single source of truth.
- Native Excel & Power BI integration that embeds full read/write planning capabilities directly into your existing Microsoft tools.
- Provides flexibility and ease of use, allowing finance teams to manage models without IT support.
Power ON transforms Power BI into a collaborative, two-way planning and forecasting solution.
- Enables real-time, Excel-like data entry directly inside Power BI reports.
- Supports diverse operational workflows including Sales, Demand, and Financial Planning.
- Strict Enterprise security uses native Power BI governance to meet global compliance and access control standards.
Recommended reading
Expertise – Integrated Planning & Reporting
A more detailed overview of our Integrated Planning & Reporting expertise.
The guide covers how fragmented planning and reporting creates conflicting assumptions, inconsistent KPIs, and manual reconciliation across departments. Centida's approach connects these into one coherent management system, so that planning and reporting follow the same logic and give leadership a reliable basis for forward-looking decisions.
Companies Are Building Their Own Planning Systems Now. Here Is What We See.
More mid-sized companies are replacing vendor CPM licences with planning applications built by AI coding agents. What drives the shift, what it actually costs, and where teams fail when they try it alone.
The article and the presentation walk through the real numbers: a detailed cost model comparing a vendor CPM route against an AI co-built application for a typical mid-sized manufacturer with twenty planning participants.
Over three years, the co-built route costs roughly half. But the more important differences are speed and ownership. The code, the data model, and the documentation are yours from day one.
Feel free to download the material below.