Financial planning and analysis (FP&A)

Navigate uncertainty and foster sustainable growth by applying trusted, context-rich data to make confident decisions faster.
A woman reviewing financial planning process data

Accelerate confident decision cycles built on trusted data

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Unify insights, planning, and execution

SAP enables agile, AI-powered planning across financial and non-financial data at any granularity—from rapid operational responses to long-term strategic planning and execution.

Decide with trusted, context-rich data

Make faster, more confident decisions using trusted insights that align across all business areas.

Adjust plans quickly with AI-driven modeling

Automate model, logic, data and report creation with reliable AI, so plans adapt as conditions change and management priorities evolve.

Guide better planning and profitability

Trusted AI agents turn operational signals into prioritized recommendations with human-in-the-loop governance, transforming planning workflows.

Execute strategy with closed-loop planning

Turn scenarios into decisions and update core business applications, linking planning and execution with control and auditability.

Financial planning and analysis assistants

AI assistants help finance teams plan continuously by automating forecasting, analysis, and scenario simulation with reliable context-based data.

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Financial Planning Assistant

The assistant interprets business intent and orchestrates specialized AI agents to:

  • Continuously sense internal and external signals.

  • Reason across forecasts, variances, sentiments, and models.

  • Act directly by incorporating planning into decision-making. 

Finance teams can move from manual, periodic planning to dynamic, insight‑driven enterprise decisions.

Explore the Financial Planning Assistant 

Explore financial planning and analysis capabilities

Harmonize vetted business and operational data in AI-powered plans built to connect strategy with execution.

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Sense emerging risks

Agents continuously examine internal and external data, alerting users when KPIs are at risk based on the provided context.

 

Reason through change instantly

Context-aware agents evaluate multiple scenarios beyond traditional models, enabling fast, flexible responses to change.

 

Act by setting operational decisions in motion

Decision-makers select scenarios and define them as updated plans or actions, triggering coordinated execution and tighter operational control.

 

Explore rapid agentic planning
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The CFO's AI Agenda: From Automation to Advantage

Learn how agentic AI will reshape how finance teams plan, close, and steer. This BCG report explores why organizations that lay the groundwork now will benefit first.

Read the report

See how customers are succeeding with SAP

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Dynamic planning at Accenture

By adopting scenario-driven planning in SAP Analytics Cloud with a unified data foundation, planning at Accenture became dynamic, connected, and confidence‑driven.

Read the customer story 
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Driving collaboration through unified financial planning

See how transportation and logistics provider Watco enables business-wide collaboration with streamlined financial planning, forecasting, and reporting.

Read the customer story 
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A single source of truth for finance planning

Learn how manufacturer STIHL makes data-driven decisions based on a single source of truth to manage extended planning and analysis.

Read the customer story 
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Streamlining inventory management with advanced analytics

Learn how Novartis is enhancing efficiency, risk management, and decision-making by providing early warnings for at-risk inventory.

Read the customer story 

See what analysts are saying about SAP

SAP named a Leader for Financial Planning Software

Explore why Gartner® named SAP as a Leader in its 2025 Magic Quadrant™ report for Financial Planning Software.

Read the report
The Rise of Dynamic Planning in the Agentic AI Era

Explore how you can move to continuous planning to close faster and forecast more accurately—powered by agentic AI.

Read the Spotlight
SAP named a Leader for Cloud ERP Finance

Explore why Gartner® named SAP as a Leader in its 2025 Magic Quadrant™ report for Cloud ERP Finance.

Read the report
WEBINAR
Autonomous finance starts here

Join our Autonomous Finance webinar on July 8 to learn how SAP Cloud ERP customers are improving financial responsiveness with AI-powered capabilities.

Register now

Featured resources

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Driving enterprise performance through integrated EPM

Explore how you can transform your approach to performance management and unlock new opportunities for growth.

Read the report 
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Driving flexibility and AI success with EPM

Discover how running enterprise performance management software on your data platform reduces duplication, improves trust, and lets planning flow into execution.

Read the report 
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A new paradigm for enterprise performance management

Explore the latest research from BARC on unifying business planning, consolidation, reporting, and AI for true agility in dynamic markets.

Read the report 
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How Finance Departments Can Master Complexity Without Breaking the ERP Clean Core

Learn how finance organizations can balance flexibility, governance, and clean core principles while managing rising regulatory complexity and profitability analysis demands.

Read the report 

Frequently asked questions

FP&A software models outcomes, monitors results, and guides decisions using financial and operational data. It helps organizations support budgeting, planning, forecasting, and performance analysis.

Data fabric lets planning teams direct access to company data and on-site processing. It enables contextual data into planning models, immediately analysis of plans, and model improvement through machine learning and external data without requiring data to be moved or duplicated.

The planning capabilities in SAP Analytics Cloud support tactical and strategic planning through structured, model‑driven Plan–Do–Check–Act cycles—such as for budgeting, forecasting, and long‑term scenario analysis.

 

SAP Enterprise Planning extends this foundation with a rapid, agentic planning layer and shared domain content designed for short‑term, ad‑hoc decision‑making. It enables organizations to sense change, reason through impact, and act immediately, so they can make in‑the‑moment operational decisions that are not feasible with traditional planning cycles.

 

Together, the solutions cover the full planning spectrum: structured planning for medium‑ and long‑term alignment, and flexible, real‑time planning for rapid operational steering.

FP&A teams can use assistants that deploy agents to sense change, analyze impacts across scenarios, and support plan updates—helping teams move from periodic planning to continuous, insight‑driven decisions.

The most directly relevant AI agents for planning are the Conversational Planning Agent, Financial Forecasting Agent, Model Creation Agent, Variance Analysis Agent, and Market Sentiment Agent. In addition, the Financial Planning Assistant can orchestrate specialized AI agents to support continuous planning, forecasting, scenario analysis, and plan updates.

 

Gartner, Magic Quadrant for Financial Planning Software, Regina Crowder, Sid Sahoo, Mike Lashinsky, 1 December 2025.

Gartner, Magic Quadrant for Cloud ERP Finance, Mike Helsel, Irmina Melarkode, Nick Duffy, Nisha Bhandare, 27 October 2025.

 

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

 

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

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