CFO scenario planning grounded in your live numbers
Tekplanit is driver-based CFO scenario planning and financial modeling software. Finance leaders flex drivers like volume, price, and headcount and watch a connected three-statement model — income statement, balance sheet, and cash flow — recompute instantly, with consolidation across divisions, budget trade-off analysis, 18 industry simulation packs, and live actuals pulled from 157+ connected enterprise systems.
What can Tekplanit scenario planning do?
Driver-based what-if simulation
Tekplanit models your plan on the drivers that actually move the numbers — volume, price, headcount, ARR, and build cost — so CFOs and FP&A teams can flex an assumption and watch revenue, margin, and cash recompute instantly instead of rebuilding spreadsheets.
Industry-specific simulation packs
Scenario modeling starts from 18 industry packs, so the drivers, KPIs, and benchmarks reflect how your sector actually plans — SaaS, manufacturing, retail, financial services, and more — rather than a generic finance template.
Three-statement modeling & consolidation
Tekplanit links the income statement, balance sheet, and cash flow into one connected three-statement model, then consolidates across divisions and entities so every what-if flows through to a board-ready P&L, balance sheet, and cash position.
Budget trade-off analysis
The budget trade-off cockpit lets finance leaders compare competing spend decisions side by side — shift dollars between departments, defer a hire, or fund a program — and see the profit, headcount, and capex impact of each trade-off before committing.
Live actuals from connected systems
Scenarios are grounded in live data from your ERP, CRM, HRIS, and data warehouse through Tekplanit's 157+ connectors, so every model runs on real trial balance, pipeline, and headcount data — not a stale export.
Save, compare & version scenarios
Save any scenario as a named version, compare base, upside, and downside cases against each other, and keep a consolidated multi-division roll-up so leadership can review the full range of outcomes in one place.
AI-assisted scenario design
The Planning Copilot helps design and interpret what-if scenarios grounded in your live operational data, drafting driver assumptions and executive commentary so analysts spend time on judgment, not mechanics.
Rolling forecasts & long-range plan
The same driver-based engine powers rolling forecasts and a multi-year long-range plan, so a single scenario framework spans the current quarter, the annual budget, and the five-year outlook on one source of truth.
How does driver-based scenario planning work?
Most financial scenario modeling happens in disconnected spreadsheets that break the moment they're reused and drift away from the systems of record. Tekplanit takes a different approach: it pulls live actuals from your ERP, CRM, HRIS, and data warehouse through 157+ connectors and builds a driver-based model where every plan line is tied to the operational driver that moves it.
When a CFO or FP&A analyst changes a driver — unit volume, price, headcount, or build cost — Tekplanit recomputes the full three-statement model and consolidates across divisions in one pass. Scenarios start from one of 18 industry simulation packs, save as named versions for base, upside, and downside comparison, and can be weighed against each other in the budget trade-off cockpit. The Planning Copilot helps design assumptions and drafts executive-ready commentary, so leadership reviews modeled outcomes instead of reverse-engineering a spreadsheet.
Frequently asked questions about Tekplanit scenario planning
What is Tekplanit CFO scenario planning software?
Tekplanit CFO scenario planning software is a driver-based financial modeling tool that lets finance leaders build what-if scenarios on top of live data from their ERP, CRM, HRIS, and data warehouse. CFOs and FP&A teams flex drivers like volume, price, and headcount, and Tekplanit recomputes a connected three-statement model — income statement, balance sheet, and cash flow — with executive-ready commentary and multi-division consolidation.
How does driver-based planning work in Tekplanit?
Driver-based planning in Tekplanit ties every plan line to the operational driver that moves it — ARR, unit volume, headcount, or build cost — instead of hard-coded numbers. When a CFO changes a driver assumption, Tekplanit propagates the change through the full three-statement model, so revenue, margin, cash, and capex all recompute automatically without a spreadsheet rebuild.
Can Tekplanit run what-if analysis on live financial data?
Yes. Tekplanit connects to 157+ enterprise systems, so what-if analysis runs on live actuals — real trial balance, pipeline, and headcount data pulled from your ERP, CRM, HRIS, and data warehouse. That means scenarios reflect your current position rather than a stale export, and every model stays grounded in a single source of truth.
Does Tekplanit support three-statement financial modeling?
Yes. Tekplanit builds a connected three-statement financial model that links the income statement, balance sheet, and cash flow, then consolidates across divisions and legal entities. Any scenario change flows through all three statements at once, so finance teams get a board-ready P&L, balance sheet, and cash forecast from every what-if.
What are industry-specific simulation packs?
Industry-specific simulation packs are pre-built scenario templates from Tekplanit's 18 industry packs. Each pack ships the drivers, KPIs, and benchmarks relevant to a sector — such as SaaS, manufacturing, retail, or financial services — so a CFO starts scenario modeling from a realistic, industry-tuned baseline instead of a blank generic model.
How does budget trade-off analysis work in Tekplanit?
Tekplanit's budget trade-off cockpit lets finance leaders compare competing spend decisions side by side. You can shift dollars between departments, delay a hire, or fund a new program and immediately see the impact on profit, headcount, and capex — so trade-offs are decided on modeled outcomes rather than guesswork.
Can I compare multiple financial scenarios side by side?
Yes. Tekplanit saves each scenario as a named, versioned case, so finance teams can compare base, upside, and downside scenarios side by side and review a consolidated multi-division roll-up. Leadership sees the full range of outcomes in one view before committing to a plan.
How is Tekplanit different from spreadsheet-based financial modeling?
Spreadsheet models are disconnected from source systems, break when reused, and require manual rebuilds for every scenario. Tekplanit is a driver-based scenario planning platform grounded in live data from 157+ connected systems, with a maintained three-statement model, industry packs, consolidation, and AI-assisted commentary — so finance teams model faster and trust the numbers.
Does Tekplanit help write commentary on financial scenarios?
Yes. Tekplanit's Planning Copilot helps design what-if scenarios and drafts executive-ready commentary grounded in your live operational data. It explains what changed between scenarios and why, so analysts spend their time on judgment and narrative rather than assembling the numbers by hand.