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Financial Planning & Reporting

Better financial planning though optimal collection,
integration and reporting of distributed data and expert knowledge

Does your wish list for improving financial planning and reporting look anything like this?

  • Better financial planning for profit and loss, sales, HR, capex, etc.
  • Classic or rolling planning, budgeting and forecasting 
  • Automating the workflow and improving the input collection 
  • Reporting of this year vs. last years results or to previous forecasts 
  • Communication to management and across the team
  • Financial consolidation
  • AI supported forecasting

With a little help, these wishes can come true.

Over the years Quantum has helped customers from a variety of industries to solve such issues, resulting in a rich and structured menu of proven and effective actions.

ForecastingWith the right combination of “dishes” from Quantum’s Financial Planning & Reporting Menu, also you can streamline your planning, budgeting and forecasting processes, improve efficiency, mini­mize errors, and connect to the rest of the business.

Starting with an audit workshop, we work with you to find which combination of menu items and tools best fit your needs. We create a roadmap and then – step-by-step – go about achieving the desired results. And by finding the right combination, we are able to make your investment a low-risk way to improve your work and add value to your organization.

We use a mix of open-source and commercial tools, such as KNIME, Jedox and Tableau.


Jedox is an enterprise performance management software for streamlining planning, budgeting and forecasting throughout the organization.

Our Financial Planning & Reporting Menu comprises many dishes, to cover every need:

Analyse the current financial planning to identify possible improvements 


Automate collection and improve data quality 


Simplify planning by replacing manual excel with automated processes 


Orchestrate painless input collection from planners throughout the organization 


Find an appropriate planning tool and improve efficiency across your organization 


Visualise & report for more transparency in your budgeting & accounting 



Learning visual analytics to facilitate a faster and more accurate decision-making process 


Digitalization in controlling to streamline and accelerate your business processes 


Development of new planning scenarios to build a more robust strategy for your company 


Richer data mining with more data sources for better forecasting 


Richer data mining with more data sources for better forecasting


Determining breakdowns for optimal forecasting and planning

Typical Combinations

Fact Finding


Flexible Structuring


Digitalization in Practice

Visual Analytics





To learn more about how to get started and which components are right for your business, simply contact us at info@qbis.ch.