Integrated Financial Planning & Forecasting for Business Success

Gain full transparency across your business planning

Connect every part of your company’s financial plan in one fully integrated financial planning model
Create transparency across your P&L, balance sheet, and cash flow statement using a unified planning platform
Improve control with data-driven analytics and consistent financial metrics
Make informed decisions based on accurate rolling forecasts and scenario analysis
Increase efficiency with automated planning tools that streamline processes across departments

Get in touch with us today and tell us what you need.

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Why Integrated Financial Planning Matters

An integrated financial planning approach connects strategy, numbers, and people turning financial planning and analysis (FP&A) into a strategic driver of business success. It ensures that everyone from finance teams to key stakeholders works from a single source of truth based on accurate financial data. This creates a complete view across your P&L, balance sheet, and cash flow, enabling faster, more informed decisions..

Unified Financial Overview

Combine your P&L, balance sheet, and cash flow planning into one consistent financial plan. See instantly how revenues, assets, and liquidity metrics interact across all planning areas and influence outcomes.

Data-driven Planning

Use a driver-based planning process that automatically adjusts forecasts when assumptions or actuals change. Your integrated business planning (IBP) stays flexible, updated, and ready for real-time analysis.

Transparent Financial Management

Track your cash flow, operating expenses, and financial metrics with full transparency. An integrated planning framework supports proactive risk management, ensuring clarity and control across all business units.

Analytics for Management and Stakeholders

Get dashboard-ready analytics for executives, investors, and stakeholders, including scenario planning, variance analysis, and actionable insights that highlight risks and opportunities.

Collaborative and Strategic Planning Approach

Align teams through a collaborative planning approach that connects strategic planning, sales and operations planning (S&OP), and finance. Shared assumptions and KPIs create holistic, data-driven, and actionable insights across the organization.

Continuous Improvement for Performance

Your financial plan evolves with your business. Regular updates and forecast accuracy checks ensure real-world performance, as new data sources, projections, or external factors automatically flow into your integrated financial planning model.

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Dynamic, Systematic Financial Planning

An integrated financial planning model tailored to your business that connects your P&L, balance sheet, and cash flow in one holistic planning platform
A driver-based planning process for accurate budgeting and forecasting, including cash flow planning and financial and operational insights
Scenario planning and sensitivity analytics for quick stress testing and early detection of risks or external factors such as raw material prices or supply constraints
Variance and scenario analysis packages you can present to finance leaders, stakeholders, or your financial advisor
Continuous monitoring of liquidity, covenants, and financial metrics directly within the planning tools
Complete documentation of assumptions, calculation steps, data model, and data sources for transparency and auditability
Seamless Excel and Power BI dashboard integration for flexible use, real-time visualization, and data access across your finance teams
Predefined templates and a structured handover for future updates that accelerate your planning process and ensure sustainable results

Who We Support

Our integrated financial planning solutions are designed for companies that want to professionalize their financial planning process and align strategic planning with day-to-day operations. We help finance teams and financial leaders move beyond siloed planning and build a connected, data-driven planning approach that supports measurable financial outcomes.

Mid-sized companies aiming to modernize their financial plan, improve forecast accuracy, and create rolling forecasts for better cash flow visibility
Private-equity-backed or founder-led businesses looking to scale budgeting and forecasting processes and enhance cross-functional collaborative planning
CFOs, finance professionals, and financial advisors seeking a structured, transparent, and automated planning framework that connects financial and operational goals
Clients in Germany and the U.S., supported in both languages with holistic integrated business planning (IBP) models tailored to diverse business units

A Structured, Step-by-Step Approach to Integrated Financial Planning

The duration of each project depends on its individual scope and requirements and therefore cannot be generalized. The timeline below serves as an example to illustrate our approach and provide a better understanding of the typical phases. Your specific project schedule will be predefined together during the initial planning stage.

An integrated financial planning framework develops step by step with a clear planning process, short communication paths, and one goal: a financial plan that is realistic, flexible, and data-driven. Our integrated business planning (IBP) approach ensures that within just a few weeks, you receive a fully functional and aligned cash flow planning and forecast system tailored to your business units.

Week 0 to 1:

Kickoff, data scan, scope definition, stakeholder workshop

Week 1 to 6:

Model build, data integration, driver mapping

Week 6 to 10:

Scenario analysis, variance logic, management review

Week 10 to 12:

Final model, user training, handover documentation

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Future-Ready Financial Planning

A good financial plan is no longer enough it must be fully integrated, collaborative, and adaptable to change. Together, we create structures that simplify decisions, strengthen risk management, and align your financials with your long-term goals. With Radial, financial planning is a holistic process a strategic advantage that empowers confident action, clarity, and sustainable business success.

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A Technical Foundation for Confident Decision-Making

Our integrated financial planning models are built on technologies that combine stability, transparency, and speed forming a robust planning platform for modern finance teams. We use proven planning tools and structured data management to ensure your financial plan and reporting work efficiently across all business units.

Seamlessly integrated Excel and Power BI dashboards with version control fully connected to all underlying data sources and easily customizable for your specific financial planning needs
Secure data access and integration with your software stack for fast, real-time updates
Interactive dashboard analytics for multiple user groups and stakeholders, enabling informed decisions and measurable financial outcomes
Transparent documentation of all financial data, assumptions, and planning areas, ensuring auditability and consistency across departments

Our integrated business planning (IBP) setup creates a unified data foundation for budgeting and forecasting, investment planning, and supply chain visibility helping you optimise processes and maintain control even under dynamic conditions.

Why Radial?

Big Four–level financial and operational expertise, combined with the speed and flexibility of a boutique advisory firm
Led by financial leaders and financial advisors with deep experience in integrated financial planning, FP&A, and strategic business transformation
Data-driven delivery model using dashboards, planning tools, and governance frameworks that put your company’s financial performance directly in your hands
Collaborative, proactive communication and clearly defined responsibilities ensure every week produces actionable results

Let Your Numbers Work for You

If you’re still managing your financial plan manually, you know how time-consuming it can be. Radial helps you automate planning and cash flow management – connecting data and processes in one smart cloud-based environment.

This integrated approach enhances forecast accuracy, supports long-term goals, and lets your finance team focus on decisions instead of spreadsheets.

Get in touch with us today and tell us what you need.

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Frequently Asked Questions

What is an integrated financial model?

It’s a model that connects your P&L, balance sheet, and cash flow using a driver-based logic. This gives you a fast, accurate, and fully controllable forecast of your business performance.

What is the advantage compared to traditional annual plans?

Unlike static yearly budgets, an integrated planning model links all key data into one cohesive system. You can instantly see how changes in revenue, costs, or balance sheet items affect cash flow and liquidity. It supports rolling forecasts, scenario testing, and variance analysis, allowing you to identify trends early, assess risks, and make confident decisions. You work with clear KPIs that connect planning, reporting, and analysis creating a reliable foundation for fast, data-driven decision-making across your organization.

Which business models do you cover?

We support a wide range of industries including manufacturing and engineering, SaaS, project-based businesses, e-commerce, and consumer and industrial goods. All drivers and KPIs are customized to fit your specific business model.

What data and systems do you work with?

We integrate relevant data from ERP, CRM, payroll, and BI systems. You’ll receive clear templates and a connected setup for monthly updates and reconciliations.

Will our team be trained on the model?

Yes. We provide training, full documentation, and a structured handover so your team can independently operate, update, and expand the financial model.

Do you also design reporting packages for boards and banks?

Absolutely. We create reporting packages tailored for executive teams, boards, and lenders, ensuring everyone works from the same reliable data and insights.

What our customers say

Radial has helped us make great strides in our efforts to digitize financial reporting and increase transparency. I look forward to the next steps, in which we will once again be relying on Radial for support.

Thorsten Preiss, DETAX GmbH

Planning Models That Create Real Business Value

An integrated business planning approach connects numbers, processes, and goals – forming the foundation for true financial control. Our models align financial data with strategic objectives to deliver actionable insights and enable confident decision-making.
When strategy and execution converge, you gain a holistic, data-driven view that responds to change and shapes financial outcomes. With Radial, planning becomes an entrepreneurial tool: transparent, forward-looking, and built for sustainable success.

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