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Financial Planning & Analysis
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Financial Planning & Analysis · Available now

Plan spend, review forecasts and explain variance by owner and period.

Financial Planning & Analysis organizes budgets and forecasts by organization, period and owner. A planner creates a plan with cost center lines, quantity, unit rate and actual amount.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewAccounting Periods Open for Review
Financial Planning & Analysis · Accounting periods

Accounting Periods Open for Review

validation waits for the period owner

New accounting period
Accounting periods in view
6
Total linked document count
120
Draft
3
Validated
3
Period numberPeriod namePeriod startPeriod endPeriod statusPeriod owner
AP-30414September 2026 actuals14 Oct23 OctDraftSamira Qureshi
AP-86313August 2026 actuals24 Oct02 NovValidatedElliot Brooks
AP-86639Q3 2026 planning cycle18 Oct22 OctDraftArjun Mehta
AP-63239July 2026 actuals30 Oct01 NovValidatedYuna Cho
AP-45619Q2 2026 planning cycle26 Oct28 OctDraftVictor Chen
6 of 6 records
September 2026 actualsAccounting periods · AP-30414
Draft
Period start14 Oct
Period end23 Oct
Period ownerSamira Qureshi
Linked document count34
Review planAP-30414 · September 2026 actuals

Finance Leader decides whether the in review plan is approved.

Waiting for Finance Leader
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
16
Roles with set permissions
7
Reports and dashboards
8
Features

See the plan behind each variance

Every feature works on the same records. Pick one to see the screen your team works in.

Plans and cost centers

Prepare budget and forecast plans around cost centers and accountable owners.

  • Plan owner
  • Line detail
  • Review point
  • Plans
  • Plan lines
  • Organizations
  • Team members
Explore plans and cost centers
OverviewMy Plans
Financial Planning & Analysis · Plans and cost centers

My Plans

Plans

New
Plan numberPlan namePlan typePeriod startPeriod endPlan status
PLN-792612027 operating budgetBudget28 Oct02 NovDraft
PLN-21071Q4 2026 revenue forecastForecast21 Oct24 OctIn review
PLN-189832027 headcount planBudget14 Oct19 OctApproved
PLN-386502027 capital spending planForecast18 Oct21 OctArchived
PLN-85611October 2026 rolling forecastBudget04 Nov11 NovDraft
6 of 6 records
2027 operating budgetPlans · PLN-79261
Budget
Period start28 Oct
Period end02 Nov
Plan statusDraft
Total plan amount590
Example screen with sample data
Process

Follow the planning and period cycle

Plan to period review ships ready to use. One step needs a named approval before the work moves on: Review plan (Finance Leader).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare plan lines

    Build a budget or forecast plan from named cost center lines.

    September 2026 actualsAP-30414 · FP&A Planner
    Prepare plan linesBy FP&A Planner

  2. Review plan

    Finance Leader reviews an in review plan and records the approval outcome.

    September 2026 actualsAP-30414 · Finance Leader
    Review planBy Finance Leader
    ApprovalFinance Leader decides whether the in review plan is approved.

  3. Compare actual spend

    Open the cost center lines behind a ranked variance.

    September 2026 actualsAP-30414 · FP&A Planner
    Compare actual spendBy FP&A Planner

  4. Review forecast versions

    Compare driver-linked forecast amounts with actual to date.

    September 2026 actualsAP-30414 · Finance Leader
    Review forecast versionsBy Finance Leader

  5. Validate accounting period

    Period Owner advances Draft to Validated with an operation receipt.

    September 2026 actualsAP-30414 · Period Owner
    Validate accounting periodBy Period Owner

  6. Post accounting period

    Period Owner advances Validated to Posted with an operation receipt.

    September 2026 actualsAP-30414 · Period Owner
    Post accounting periodBy Period Owner

Start with Plan to approval

Inside a record

Connect actuals and document sources

Open any accounting period to see its accounting documents, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Period start, Period end, Period owner and Linked document count.

  2. 2
    Accounting documents

    Each line is linked to this accounting period.

  3. 3
    Who works on it

    Admin, Finance Leader and Period Owner, each with their own permissions.

  4. 4
    Process stages

    Inspect accounting documents and Validate accounting period, with the role that acts.

  5. 5
    Approvals

    Review plan, with who decides.

Accounting Periods Open for ReviewSeptember 2026 actuals
Financial Planning & Analysis · Accounting periods

September 2026 actuals

Draft

Log activity
1
Record details
Period start14 Oct
Period end23 Oct
Period ownerSamira Qureshi
Linked document count34
2
Accounting documents

September 2026 actuals

Document numberDocument dateDue date
AD-3784525 Oct30 Oct
AD-8322204 Nov11 Nov
AD-7031916 Oct20 Oct
Accounting documents
6
3

Who works on it

  • AdminManage Organizations, team members, Users, forecast drivers
  • Finance LeaderManage review decisions
  • Period OwnerManage accounting periods
4

Process stages

  • Inspect accounting documentsCollections Analyst, Billing Operations
  • Validate accounting periodPeriod Owner
5

Approvals

  • Review planFinance Leader
    Approved
Example screen with sample data
Approvals

Put plan decisions with finance leaders

Finance Leader uses the plan approval action. Period Owner advances accounting periods after checking their documents.

OverviewApprovals
Financial Planning & Analysis · Overview

Approvals

Signed in as Finance Leader

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • AD-37845$4,286.40
    Elmbridge CateringRequested by Samira Qureshi
    Waiting2dActions
  • AD-83222$18,750.00
    Harbor GlassworksRequested by Samira Qureshi
    Waiting1dActions
  • AD-70319$925.15
    Cedarline FreightRequested by Yuna Cho
    Waiting5dActions
  • AD-45158$12,400.00
    North Basin MediaRequested by Isabel Ferreira
    Waiting3dActions

Who approves what

DecisionApprover
Review planFinance Leader reviews an in review plan and records the approval outcome.Finance Leader
Approve PlansFinance Leader
Approve accounting periodsPeriod Owner
3 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Financial Planning & Analysis to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains reference data, access and configuration for the finance team.

  • Manage Organizations, team members, Users, forecast drivers
  • View Plans, plan lines, forecast versions, accounting periods, operation receipts

Roles and permissions

Reports

Answer the spending question

Answer cost center, forecast, document and action questions from the underlying records.

Overview
Financial Planning & Analysis · Overview

Financial Planning & Analysis dashboard

This quarter

Plans in view
6
Draft
2
In review
2
Approved
2

Accounting periods by period status

How far records got this quarter

StageReachedStep
Draft25
Validated936%
Approved222%
Posted150%

Linked document count by period status

Sample totals per stage

1.0k0
1.0kDraft
1.0kValidated
-3000Approved
-5000Posted
Example screen with sample data
  1. 01Budget variance by cost center

    Where does recorded actual spend differ most from plan lines?

  2. 02Plan approval queue

    Which in review plans are waiting for a finance decision by organization and owner?

  3. 03Forecast realization by driver

    Which driver versions carry the largest gap between forecast and actual to date?

  4. 04Forecast holds

    Which versions are on Hold, and what hold reason did the owner record?

  5. 05Period document value

    Which periods hold the document totals under review?

  6. 06Outstanding documents

    Which accounting documents have balance due and aging state requiring collection attention?

  7. 07Cash receipt exceptions

    Which receipts have a Failed status, by method and bank reference?

  8. 08Operation results

    Which plan and period actions succeeded or were skipped?

All reports and dashboards

Who it's for

Fit the review to your finance team

See how Financial Planning & Analysis fits your kind of team.

Multi-entity finance

Keep plans and period documents accountable by organization.

Subscription and services finance

Plan recurring and project work from named forecast drivers.

Cost center planning

Put budget variance in the hands of the owners who can explain it.

Controls

Keep decisions and action results traceable

Each stage of plan to period review names the role that acts and the status it records, so a change is never anonymous.

OverviewPlan to period review
Financial Planning & Analysis · Process

Plan to period review

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
6
Tables touched
9
Prepare plan lines
FP&A Planner
StatusDraft → in review
RecordsPlan lines, Plans
Review planApproval
Finance Leader
StatusIn review → Approved
RecordsOperation receipts, Review decisions, Plans
Validate accounting period
Period Owner
StatusDraft → Validated
RecordsAccounting periods, Operation receipts
Plan to period review
  1. Start
    Prepare plan linesDraft → in review
    Plan lines
  2. Approval
    Review planIn review → Approved
    Operation receipts
  3. Step
    Validate accounting periodDraft → Validated
    Accounting periods
  4. Step
    Post accounting periodValidated → Posted
    Operation receipts
Example screen with sample data

See each stage in detail

AI agent

Prepare the next finance review with Proto

Ask Proto to prepare a finance review from the records your team owns.

It can

  • FP&A Planner: Find plans awaiting review and open the cost center lines behind a large variance.
  • Finance Leader: Summarize an in review plan with its owner, period, line totals and review history before a decision.
  • Period Owner: List open accounting periods with linked document values and recent operation results.
  • Reviewer: Trace a skipped action to its operation receipt and related record.

Stays with a person

  • Proto prepares the case and can carry out authorized actions under the configured permissions.
  • A person decides whether to approve a plan and when a period is ready to advance.
  • Check the source records and the recorded result before using a response in a finance meeting.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Financial Planning & Analysis
  • Accounting source
  • Document source
  • Receipt source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Plans and cost centers4
  • Budget versus actual2
  • Forecast drivers3
  • Forecast versions5
  • Plan review5
  • Accounting periods5
  • Documents and cash5
  • Review evidence4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set the scope

    Choose an organization, period, plan owner, period owner and finance approver.

  2. Load reference data

    Establish organizations, team members, partners and forecast drivers with stable identifiers.

  3. Prepare the cycle

    Enter a plan with cost center lines, a forecast version and a period with linked documents.

  4. Rehearse decisions

    Approve an InReview plan, validate and post a period, and inspect the recorded decisions and receipts.

  5. Reconcile

    Compare budget variance, forecast actuals and document totals with the owning financial source before expanding scope.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Financial Planning & Analysis.

All questions
How do I get started?

Click Get started, then use Proto to configure Financial Planning & Analysis for your business. Begin with one organization, a planning period, cost center plan lines and the people who own approval and period review.

Can I compare budget with actual spend?

Yes. Budget vs Actual ranks cost center variance and opens the plan lines behind each total. Agree the source of actual amounts before using the comparison in a decision.

Who approves a plan?

Finance Leader reviews a plan in in review and uses Approve Plan. The action records a review decision and operation receipt.

What happens if approval is attempted twice?

An invalid plan transition is refused and records a Skipped operation result. Review the plan status and receipt before trying again.

How are forecasts organized?

Forecast versions link a business partner, driver, organization and owner to a dated term. The record holds forecast and actual-to-date amounts.

What does a hold mean?

A forecast version marked Hold carries a hold reason. The owner and Finance Leader can review it in Forecast Versions On Hold.

How do accounting periods advance?

Advance Accounting Period moves Draft to Validated and then Validated to Posted. Each action records an operation receipt.

Where do accounting documents fit?

Documents link to accounting periods, counterparties and organizations. Their lines and related cash receipts provide the detail behind document totals and balances.

How do we check a failed cash receipt?

Open Failed Cash Receipts and inspect the receipt's amount, method, bank reference, business partner and document before resolving the exception.

Can we keep review evidence?

Review Decisions record the reviewer, outcome and reason. Record Attachments can point to the related parent record and Operation Receipts retain action outcomes.

Set up Financial Planning & Analysis your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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