For Finance Directors
Drive Team Efficiency and Orderly Processes
Lead your finance team with a shared process: one model, the same rules for everyone and recorded approvals.
The Finance Director's Challenge
A team that collects instead of analysing.
Data from several areas, in several files, that someone has to gather by hand before it can be analysed.
01 · Critical Issue
Team drowning in manual data collection
Every cycle starts the same way: copy, paste and reconcile before anything can be explained.
- 02Inconsistent processes across departments
- 03Difficulty scaling FP&A as the company grows
- 04No standardized reporting framework
- 05Budget owners submitting 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
- One model with per-person permissions: each owner enters their part.
- Approvals with a justification and a record of who approved what; periods locked once closed.
Inside OnePlan
Aurora
- Follows the same rules as your team: nothing it proposes is applied without approval.
- Builds formulas from plain language, with a before and after.
Reporting
Board packs and dashboards
- Management dashboards on the same model.
- Board packs you schedule and share, without building decks by hand.
Example flow
How it works, step by step
- 01Each department head enters their budget within their permissions.
- 02Finance reviews and approves with a justification.
- 03Aurora explains the month's variances it can support.
- 04Management receives the scheduled 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.