Products

PRODUCTS

Our focus, experience, and commitment to your success make us the preferred long-term partner of choice. GoPlan provides sales, unparalleled support, and implementation services for the best in class, cloud-based financial planning solutions: Blackline and Adaptive Insights. Our team will guide you through an honest, detailed evaluation of these platforms, and customize an implementation solution which will meet your organization’s needs, expectations, and timeline.

IMPLEMENTATION

We offer a range of services and delivery options to fit your budget process, business requirements, and timeline. Choose from packages offering fixed blocks of hours and deliverables, or purchase hours to use at your discretion. Whether our implementation managers are helping you virtually or onsite, you are guaranteed to receive best practice guidance and hands-on learning from the best in the industry.

TRAINING

One of our goals is to ensure that you know the ins and outs of your model after Go-Live so that you feel confident making updates in your model. That is why learning is ongoing with GoPlan – from Administrative Training, getting new finance team members quickly up to speed, standard End User Training (covering how to enter budgets and run reports), to Customized Training (specific to your model). You simply decide if you prefer virtual or on-site training, what the curriculum should be, and we will deliver.

SUPPORT

We understand that learning a new application can be challenging, which is why we do not build your custom model in a black box and simply hand it off, leaving you confused, holding just a few pages of documentation. Our guided implementation approach extends beyond Go-Live, offering telephone and email support as a standard for all clients. No off-shore call center, no impersonal automated phone system, no hassle: just the support you need, when you need it.

HEALTH CHECKS

Your business is constantly changing – from potential mergers and acquisitions, to new product lines – so your financial planning model should evolve too. We offer complimentary quarterly and annual health checks to our clients. We set aside one hour to review your model and ensure your system is up-to-date and leveraging the latest software innovations, with a goal of ensuring that your model design aligns with your ever evolving business goals.

Adaptive Suite Overview

BlackLine Overview

Budgeting & Planning
Dashboards
Financial & Management Reporting
Financial Consolidation
Integration

Account Reconciliation
Financial Close

FREE CONSULTATION

We offer a free 30-minute assessment of your current processes and will provide recommendations tailored to your business needs and objectives.