Close the gap between Actuals, Budgets and Forecasts with one connected workflow.
About the Otisco Planning
Otisco Planning is the latest addition to the Otisco platform.
Otisco Planning extends the Otisco platform with a simple, connected layer for forecasting and budgeting. Combine Actuals from any accounting system with structured forecasts and load it directly into your consolidation system.
It helps finance teams move beyond spreadsheets by aligning Actuals from any accounting system with structured Forecast and Budget inputs. Designed for business and financial controllers, it ensures fast deployment and consistent reporting across the group.
Unlike traditional complex budgeting systems, Otisco Planning focuses on what finance teams truly need:
✅ Combine Actuals from any accounting system
✅ Add structured Forecast inputs
✅ Add structured Budget inputs
✅ Keep everything aligned with your existing reporting setup
✅ Support for dimensions and intercompany
Built for business and financial controllers, Otisco Planning helps groups of all sizes move beyond manual spreadsheets, ensuring more reliable forecasts and alignment across the organization.
Features
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Integrated Actuals from any accounting system
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Quick forecasting and budgeting via Excel Add-in
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Dimension-level support, including cost centers and intercompany
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Seamless consolidation with AARO, Excel, or other group systems
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Live in days, not months
Say goodbye to version chaos and manual spreadsheets.
Features and Planning Capabilities
Integrated Actuals
Automatically pull Actuals from any ERP or accounting system. Otisco Planning reuses the mappings already set up in your Otisco connectors, ensuring consistency without extra work.
Simple Forecasting & Budget Input
Enter monthly forecasts or budget values directly through the Otisco Excel Add-in. It’s familiar, fast, and reduces the errors often caused by unstructured Excel files.
Dimension-Level Support
Plan at the right level of detail with support for cost centers, business units, and intercompany transactions.
Consistency Across Group Reporting
Your Forecasts and Budgets align with the same framework used for Actuals, ensuring that every entity and team works with trusted numbers.
Seamless Consolidation
Load planning data directly into AARO, Excel, or other group consolidation systems using the same proven integration layer as Otisco Actuals.
Rapid Deployment
If you’re already using Otisco, you can get started with Planning almost immediately. There are no long setup cycles, simply extend your existing platform.
From accounting systems to consolidation, Otisco Planning keeps data consistent.
Setup Process and Data Synchronization
How Otisco Planning Works
Otisco Planning builds on your existing Otisco setup, so activation is fast and straightforward. Most groups can begin using it the same day, without long implementation projects.
Get Started
The first step is to book a 30-minute demo with our team you can reach us at sales@otisco.se. Every group structure and accounting setup is unique, so we begin with a short conversation to understand your planning and consolidation needs. During the session, we’ll walk you through how Otisco Planning works, show the Excel Add-in in action, and outline how the tool can be adapted to your reporting processes. After the demo and needs review, we’ll provide a tailored proposal. Once approved, Otisco Planning can be enabled immediately within your existing platform, with support available for configuration and onboarding.
Data Included In The Planning
Forecasts and Budgets entered in the Excel Add-in are synchronized with:
- Company and entity details
- Chart of accounts
- Reporting periods and fiscal years
- Dimensions (e.g., cost centers, intercompany)
- Actual financial results for comparison
Synchronization Frequency
Data is updated on a recurring basis aligned to your reporting cycle daily, weekly, or monthly. All transfers are logged to provide transparency and control.
Frequently Asked Questions (FAQ) –
Otisco Planning Tool
Q: What’s included at launch?
A: Otisco Planning supports Actuals, Forecasts, Budgets, and basic rolling views. It is not a full FP&A suite. Otisco Planning supports Actuals, Forecasts, Budgets, and basic rolling views. It is streamlined and not intended as a full FP&A suite.
Q: Which systems are supported?
A: Any accounting system. If Actuals are connected via Otisco, Planning can use the same setup.
Q: How does the Excel Add-in work?
A: The Otisco Excel Add-in provides a structured way to enter forecasts and budgets directly into the platform, ensuring accuracy and consistency.
Q: Can it replace Excel forecasting?
Yes. Otisco Planning can replace unstructured Excel forecasting entirely, but it can also work alongside it if preferred. Yes, Otisco Planning can replace unstructured Excel files. But if you prefer, it can also work alongside them, making forecasting more consistent.
Q: How long does it take to get started?
A: If you already use Otisco, Planning can be enabled and ready for use usually the same day.
Q: Do I need AARO or another consolidation system?
No. Otisco Planning works with AARO, Excel, or other systems. A consolidation tool is recommended but not required.
Q: Does it support multiple scenarios?
A: Yes. Different Planning Scenarios can be created.
Q: Who typically uses Otisco Planning?
A: Business and financial controllers, especially in groups with multiple accounting systems or decentralized finance functions.
Enable the tool in days, not months.
Interested in a Demo?
Let us show you how Otisco Planning can support your forecasting and group reporting.
In a 30-minute session, we’ll demonstrate how the tool brings together Actuals, Forecasts, and Budgets using the Excel Add-in and how it integrates directly with AARO, Excel, or other consolidation platforms. No manual exports are required, and no reformatting is needed.
We’ll also cover the onboarding process, walk through your group structure, and explain how the Planning Tool manages dimensions, cost centers, and intercompany setups.
Otisco provides hands-on support during setup to make sure Planning integrates smoothly into your reporting workflow from day one.
Email sales@otisco.se to book a demo tailored to your business needs.