Financial planning

Financial planning and analysis software

Meaningful business insights made easy.

Financial planning and analysis (FP&A) software doesn’t just forecast the future


It can also help you create the future you want for your company.

Reliable functionality. A single version of the budget that everyone can work from. Data uploaded automatically from other systems. These features lay the groundwork for groundbreaking analysis.

If you feel like traditional financial planning methods are too hard and take too long, you’re not alone

Spreadsheets and manual data entry just don’t cut it anymore – not when businesses have to be more agile than ever.

FP&A software makes it possible for you to actually get ahead. When you shorten the planning cycle and make the whole process easier, you can uncover the kinds of insights that could take your company (and position) to the next level.

Your next accurate “what if?” scenario could be the one that propels the company

But before you can get to those meaningful models, you need data you can rely on – and quick access to it.

Using financial planning and analysis software means that instead of having 15 different versions of the budget, you have one. Instead of spreadsheets that take forever to load or break with one typo, you have a fast system that works.

Crowe and NetSuite solutions

Crowe can help you implement and customize your business management software with NetSuite integrations to streamline your operations and gain valuable financial insights.

NetSuite SuiteSuccess for Planning and Budgeting software

Crowe has worked with NetSuite for years, so we’ve seen how their world-class technology boosts companies of all sizes.

NetSuite SuiteSuccess for Planning and Budgeting software has industry-specific models, including verticalized metrics for software as a service, project planning, and cash projections.

  • Verticalized opex and expense planning
  • Verticalized revenue planning
  • Driver and trended forecasting  
  • Financial reporting and variance analysis
  • Indirect cash flow
  • Workforce planning

NetSuite built this software for retail, manufacturing, services, software, and wholesale distribution industries as well as for not-for-profit organizations and agencies, and Crowe specialists can help you configure it to suit your specific needs.

View NetSuite consulting services

Financial planning and analysis software puts the power in your hands, and Crowe can help you make the most of it


We can help you uncover and implement the functionalities you need to make financial planning and analysis easier – and show you how to get better results.

Move to the cloud

We can guide you on how to transition your existing processes and spreadsheets into cloud-based software that you can access from anywhere in the world.

Build collaboration into the process

Financial planning and analysis can become an ongoing process that’s built into your organization and everyone’s day-to-day. We can show you how.

Customized modeling modules

Software can be used to model expenses, capital, headcount, revenue, projects, grants, quotas, and territories. We’ll help you set up just the modules you need, the way you need them.

Create management and ad hoc reports

Extensive reporting capabilities allow you to slice and dice so you can drill down to the information you need. Even more, this software is intuitive so other users can run reports by themselves.
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Top Risks Areas for Internal Audit: Financial Services
Top Risks Areas for Internal Audit: Financial Services
Crowe specialists explain risks for internal audit in financial services organizations and detail how to strengthen compliance and risk management.
Two professionals review information on a tablet, illustrating collaborative AML advisory in financial services.
Enhance AML Program Strength With a Managed Services Model
Financial services organizations can achieve scalable AML compliance and operational resilience with a managed services model built on expertise.
FASB Issues Hedge Accounting Improvements
FASB Issues Hedge Accounting Improvements
ASU 2025-09 advances targeted improvements to hedge accounting that better align entities’ financial reporting with their risk management strategies.
Top Risks Areas for Internal Audit: Financial Services
Top Risks Areas for Internal Audit: Financial Services
Crowe specialists explain risks for internal audit in financial services organizations and detail how to strengthen compliance and risk management.
Two professionals review information on a tablet, illustrating collaborative AML advisory in financial services.
Enhance AML Program Strength With a Managed Services Model
Financial services organizations can achieve scalable AML compliance and operational resilience with a managed services model built on expertise.
FASB Issues Hedge Accounting Improvements
FASB Issues Hedge Accounting Improvements
ASU 2025-09 advances targeted improvements to hedge accounting that better align entities’ financial reporting with their risk management strategies.

Work with us


Our team is here for all your financial planning and analysis questions.

When we implement financial planning and analysis software, we take the time to understand your business as well as what's getting in the way of effective planning. Let’s start the conversation about what you want your future to look like.

Simon Riley
Simon Riley
Principal, NetSuite Solutions Leader
Alejandro Alvarez
Alejandro Alvarez
Principal, Consulting