Planning, Budgeting, and Forecasting Enterprise Suite

Advanced business intelligence provide valuable insights for informed decisions. View updates immediately and filter, drill down, and pivot the results to zoom in on areas of interest or pinpoint issues.

Key built-in reports include:

• Budget vs. Previous Year Variance by department and nominal code.
• Forecast Reports projecting results for the remainder of the year.
• Profit & Loss Statements with straight-line forecasting.
• “What-If” Scenario Modelling for dynamic, data-driven planning.

Budgets can be issued by cost centre, project, or other analysis dimensions, using flexible methods such as zero-based budgeting (starting from scratch) or prior-year uplift (for example, auto-applying a 2% increase). The system also supports multiple drafts, allowing iterative budget refinement such as cost-cutting rounds or scenario adjustments.

Enjoy a well-defined workflow that follows a clear approval path—from Budget Manager to Budget Holder to Budget Controller—fully customisable to add, remove, or adjust authorisation levels to suit your organisation’s needs.

Forecasts can be updated more frequently than budgets, providing the most accurate and up-to-date view of expected outcomes. They seamlessly feed into P&L reporting, enabling users to combine actuals and forecasts for precise year-end projections.

Support for specific-purpose budgets and multi-year or capital budgets, enabling you to plan long-term investments, track large-scale projects, and allocate resources over extended periods, whether you are managing capital expenditure, departmental initiatives, or multi-phase projects.

Update budgets and forecasts as often as needed while maintaining multiple currency views and version histories to support global operations and precise financial tracking.

Nominal, analysis and other coding can be selected from dropdowns that source the values directly from the underlying accounting system, and new budgets, revisions and amendments can be uploaded to the budget area of your accounting software automatically upon approval.

While monthly periods are the default, the suite also supports weekly or daily budgeting—ideal for industries such as retail and hospitality. This flexibility demonstrates true adaptability to the unique operational needs of different organisations.

Enjoy the flexibility to report in the way that suits your organisation best. For example, continue using familiar SunSystems reports such as Q&A, or take advantage of UniFi’s BI dashboards for modern, interactive, and real-time analysis. Data can be synchronised instantly for on-demand updates or scheduled for automatic overnight refreshes. For Infor MT Cloud users, reporting is available either through the Infor Data Lake or via an external data host.

Built-in, parameter-driven forecasting enables users to model different scenarios—such as a 5% sales increase, 1% inflation rise, or exchange rate fluctuations—and instantly view the real-time impact on the P&L. Flexible filtering by periods and cost centres allows for tailored analysis, giving you full control over the variables that matter most.

Stay in control with automated alerts that instantly flag exceeded budgets, performance metrics, or KPIs, helping you take corrective action before issues escalate. Complementing this, sensitivity analysis enables you to model the impact of changing variables—such as costs, revenues, or market conditions—on overall performance.