Budgeting
Budgets with One Version of the Numbers
Stop chasing spreadsheets and merging versions. Each owner enters their part, finance approves with a justification and the approved budget reaches the board.
The Budgeting Challenge
A budget that drags on for weeks.
Templates going back and forth by email, versions that don't match and approvals with no record.
01 · Critical Issue
Budget cycles that drag on for weeks
By the time it is approved, some of the assumptions have already changed.
- 02Merging dozens of spreadsheets manually
- 03Multiple rounds of corrections
- 04No record of who changed or approved what
- 05Budget owners submit data in different formats
The Solution
There's a better way.
How OnePlan handles it
One model, one process.
OnePlan is the model; Aurora understands and explains it within each person's permissions; board packs and dashboards take the result to management.
Plan
OnePlan
- Collaborative budgeting: each owner enters their data in the model, within their permissions.
- Approvals with a justification and a record of who approved what.
Inside OnePlan
Aurora
- Builds budget formulas from plain language, with a before and after.
- Nothing it writes is applied without your approval.
Reporting
Board packs and dashboards
- The approved budget goes into the board pack.
- Plan compared with actuals throughout the year.
Example flow
How it works, step by step
- 01Each owner enters their part of the budget in the model.
- 02Aurora proposes the driver formulas and shows the before and after.
- 03Finance approves with a justification, and who approved what is recorded.
- 04The approved budget is presented to the board in the board pack.
Illustrative flow: the detail depends on how your model is set up.
Start from your Excel
Import from Excel and CSV with row validation. Your systems stay the source; OnePlan brings them together in one model.
See integrationsReady to Get Started?
We'll show you OnePlan applied to your case in a personalized demo.