Whether they know it or not, many organizations today stand at a precipice. They didn’t arrive overnight—our business environment has accelerated. Becoming more dynamic, and more complex for years, picking up pace as it goes. Manual processes, duplication of effort, and gut instinct alone are elements that are no longer fit for purpose in today’s fast and data driven world. These aspects impede the Financial Planning process, and prevent the business from operating with speed, agility, and foresight; Critical success factors for any Modern Enterprise. The Modern Finance Professional did not spend years sharpening their skills through education and hands on experience to ultimately be trapped juggling siloed data sources, competing versions of truth, and compartmentalized management. No, they recognized that there was an issue. They realized that there was a better way forward.

Modern Finance Demands

acceleration icon.fw


Turn your data into insight, faster. Automate slow, spreadsheet-based planning, budgeting, and forecasting and enable your team to focus on what matters. Analysis, Strategy, and Action.

collaboration icon.fw


Let’s agree on one version of the truth! Synchronize processes and data across the organization from finance to operations. Enable cross functional collaboration to produce more accurate, and integrated plans in real time.

agility icon.fw


Turn insight into action in real time. Run Virtual Scenario plans, forecasts, and, reports in a solution that helps enable you to more easily adjust to changing conditions, both internally and externally.

Integrated Planning for the Modern Finance Professional

  • Finance

  • Operations

  • Marketing

  • Human Resources

  • Sales


Finance teams can't be agile with a manual, error-prone, and fragmented financial planning and analysis (FP&A) process. In order to take Action in real time, you need the ability to synthesize information from all data sources, deliver insights, and turn Insight into integrated plans faster than ever.

  • Corporate Planning,
    Budgeting and

  • Operational Planning

  • Strategic Planning



Reduce cost, increase efficiency, and improve margins…easier said than done with manual tools and siloed business processes. A single source of truth is vital for accurate planning. Easy-to-use data visualization, flexible plans that adapt to market demands, and fast what-if scenario assessments are crucial.

  • Supply Chain

  • S&OP Planning

  • Capacity & Inventory



Marketing teams can be fragmented and disconnected from sales. This can lead to misalignment with overall marketing goals and misallocated spend on the wrong elements of the marketing mix. Unite silos with one source of truth. Build dynamic plans, with deep insight, that align to both marketing and organizational objectives.

  • Promotion Planning

  • Revenue Planning

  • Profitability Analysis


Human Resources

Workforce planning in spreadsheets is time-consuming and constraining. It’s often necessary to implement changes and make updates to plans across multiple worksheets, which can be complicated and have a high risk of error. Align HR, Finance, and Operations from a central repository of information. Link departmental needs with organizational objectives.

  • Workforce Planning

  • Workforce Optimization

  • Salary & compensation Planning



A misalignment between finance, marketing, and sales leads to investment in the wrong initiatives and missed opportunities. Integrate your teams to create a 360° view of your data. Make better decisions about territory planning and quota assignments. Identify resource gaps quickly so that you can connect sales-capacity needs with HR recruiting.

  • Forecasting

  • Quota Planning

  • GTM & Strategy


Workday Partner

About ActionKPI

ActionKPI is a Performance Management Company specialized in Modern Finance, Integrated Planning, and Data Sciences. Our team of Profitability Architects (CMA’s / CPA’s) add more speed, agility, foresight, and collaboration to the planning process for the enterprises we serve. We have taken our passion, and a mastery of finance, and flipped the model for the modern financial professional on its head. We realized that as financial professionals ourselves, nobody entered this arena to toil away on procuring data, building systems and entrenching processes alone. Analysis of business, strategy, and ultimately Action, is what drives real change. The other things… critical means to a prized end. So, we always ask, “Is there a better way and can it be easier?”

Now, ask yourself: Is there a better way?

Is there a better way?

ActionKPI Clients

Through ActionKPI’s holistic and collaborative approach we have helped our clients drive more strategic and profitable outcomes. We are passionate about the work that we do, and our clients love our results. Connect with us today to find out how ActionKPI has made a difference for the enterprises we serve.