Financial planning and analysis (FP&A)
Accelerate confident decision cycles built on trusted data
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 modelling
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 prioritised 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.
Financial Planning Assistant
The assistant interprets business intent and orchestrates specialised 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 financial planning and analysis capabilities
Harmonise vetted business and operational data in AI-powered plans built to connect strategy with execution.
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.
Plan based on AI-driven insights
AI agents support strategic and medium-term plans with predictive forecasts, assumptions, and scenario modelling across the enterprise.
Do integrated planning at scale
Business users and agents collaborate on driver-based plans across finance, supply, and HR using shared models with aligned-on data and definitions.
Check results continuously
Monitor that assumptions and outcomes match, highlighting variances and risks to maintain strategic alignment over time.
Act through continuous course correction
Approved plans are incorporated into operational and ad hoc planning layers, enabling execution and continuous course correction.
No-code calculation engine
Model and tailor complex business rules—from activity-based costing to transfer pricing—without coding.
Far-reaching performance at scale
Run calculations on billions of records in seconds—gaining real-time insights from detailed transaction-level planning models.
Extended planning and execution
Generate outputs from scenario models to enable precise analysis, such as margin impact from cost breakdowns for data-driven decisions.
AI-assisted profitability and allocation
Simplify and accelerate interaction for business users by deploying skilled digital agents to handle business requests.
Streamline sustainability data across your enterprise
Define and integrate sustainability metrics into SAP systems for granular visibility into actual data.
Automate ESG reports with built-in compliance and AI
Create compliant ESG reports using an open solution with a vast partner ecosystem of extensions.
Set and measure sustainability targets
Create a plan using practical insights and concrete targets for achieving measurable impact.
Achieve CSRD audit-readiness
Harmonise data with ERP-centric, AI-powered automation to turn Corporate Sustainability Reporting Directive compliance into business value.
Deliver business data in its business context
Maintain a direct line to critical business data and its underlying metadata, preserving business context at all times.
Seamless planning on the data fabric
Bring planning where data already lives, ensuring plan availability across all lines of business, at any level of granularity.
Extend AI capabilities on industry-leading AI platforms
Enrich planning data with external AI models while preserving definitions, context, and governance, without moving or duplicating data.
Unify SAP and third-party data
Integrate with leading data platforms to capitalise on data investments without moving data across systems.
Plan execution
Align portfolios, projects, and resources with approved budgets and planning decisions through enforced controls.
Automate finance efficiency
Drive productivity and resilience with AI-enabled, standardised finance processes that scale across the enterprise.
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 organisations that lay the groundwork now will benefit first.
See how customers are succeeding with SAP
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.
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.
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.
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.
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.
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.
Featured resources
AI in financial planning
In this BARC Spotlight, discover how modelling agents, trusted data, and agile planning models help finance leaders accelerate decision-making while maintaining governance and control.
Driving enterprise performance through integrated EPM
Explore how you can transform your approach to performance management and unlock new opportunities for growth.
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.
How Finance Departments Can Master Complexity Without Breaking the ERP Clean Core
Learn how finance organisations can balance flexibility, governance, and clean core principles while managing rising regulatory complexity and profitability analysis demands.
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.