Financial Planning App

Transform Your Business with Continuous, Collaborative, Real-time Financial Planning.

The Tidemark Financial Planning App engages every business decision maker in the financial planning process by putting information, analysis, and full functionality at their fingertips. Empower operations and line of business managers to answer their own questions with a tap and adjust plans with a gesture.

  • Increase transparency with continuous forecasting based on real-time data.
  • Engage everyone—from operations to line of business managers—in financial planning.
  • Interact with data to simulate what-if plans and compare scenarios for driver-based planning.
Tidemark - Financial Planning Processes

A Better Decision Process

Tidemark apps present analysis and actions by process to enable continuous planning and forecasting. Simply login, choose a process and begin working with the most up-to-date data in context.

  • Run a process for planning revenue, workforce expense, operating expense, capital expenditures, or balance sheet and cash flow.
  • Make better decisions, faster, with immediate access to analysis within your process.
  • Capture process details, including reports, collaborations, and actions taken for reference.

Time-saving Collaboration

The collaboration section presents a short list of people involved with the current process. Tap to share a view with the team and ask a question or make a recommendation.

  • Get fast feedback from the most relevant collaborators—beyond the financial office.
  • Focus your team on the information that matters by sharing your analysis and data.
  • Track collaborative decisions within the process for future reference.
Tidemark - Financial Planning Processes

Informed Action

The Tidemark Financial Planning App offers a new kind of experience to engage more people in financial planning. Decision makers at all levels can find the answer, understand the risk, and take action: change a price, update a growth assumption or add a revenue number and watch the results.

  • Allocate overhead with flexible methods configured to your business.
  • Apply driver-based planning to model scenarios and inform decisions.
  • Increase visibility about where the business is headed.

The Tidemark Difference

  • Deliver unprecedented access to more data in more ways with blazingly fast results.
  • Integrate internal systems and external data sources for a complete picture.
  • Grow your deployment and scale dynamically in a true multi-tenant cloud environment.

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