The Integrated Profitability Solution (IPS)

A comprehensive program that includes software, services and support, delivering on our commitment to customer success. 

Team of CPA/CMAs

Ongoing Support

In-Depth Analysis

Embedded AI Functionality

Customizable Models

Any Data Source

With The integrated profitability solution, You get more than just a tool.

The Integrated Profitability Solution (IPS) provides you with the world class planning software IBM Planning Analytics, a team of finance professionals who deeply understand the software, ongoing support and pre-built accelerators to decrease the time to value of an implementation

About The Software

Traditional Planning

  • QHigh effort manual processes
  • QVersion control issues
  • QDifficult to collaborate
  • QError prone calculations
  • QTime consuming reporting

The Integrated Profitability Solution

  • NAutomated data integrations
  • NOne tool for all planning processes
  • NControlled centralized calculations
  • NEasy reporting & data visualization
  • NAI-assisted forecasting

Unlock data within your organization

Automated data integrations

Pull your planning data from the various systems across the organization into one central tool for budgeting, forecasting & planning.

Variance & scenario analysis

Easily run various scenarios or what-if analyses and compare them with actuals to conduct variance analysis.

AI assisted forecasting

Leverage embedded AI functionality to assist in producing accurate forecasts based on your past actuals.

Your own models

Your business is unique. Build planning models based on how you operate, not on a template built to please everyone.

Centralized calculations

Reduce calculation errors by using centralized calculations instead of cell based formulas. 

Development sandbox

Develop new models or reports within a controlled environment and reduce any risk of compromising existing data within the system.

Customizable reports

Fully customizable reports to showcase your data how you want, without any rigid templates holding you back.

Enterprise level security

Have confidence data and proprietary information are safe and controlled. Choose what you allow end-users to see using the user access controls.  

Why choose actionkpi & The Integrated Profitability Solution

Pre-Built Accelerator Catalog

IPS leverages pre-built, customizable accelerators that decrease the time to value after implementation. From the start, planning models are 80% complete and require minor adjustments to be tailored to your unique processes.

Implementation by CPA/CMAs

Our team of management accountants understands the intricacies of business planning and strives to help our clients unlock the value within their existing data, unlike other technology focused firms.

Ongoing Support & Updates

With IPS, you don’t have to worry about updates and technical support. We work with your team every month to ensure the system runs smoothly.

We Connect to every system

Ask us how the built-in ETL connects to any ERP, CRM, HCM or operational system, no matter how unique it is.

Our Clients Say It Best

Dan Testimonial

“With The Integrated Profitability Solution, we now have a completely emotionless forecast. And working with ActionKPI it’s only going to be more accurate in the future. It’s also a major comfort to have such a big name like IBM running in the back end.”

Dan Redmond

Director of Financial Planning & Analysis, Idaho Forest Group

Ken Testimonial

“We really used to be an organization where the finance team only spoke to finance statements at the end of the month. We changed that dynamic… the operational leads actually talk to their financial statements and senior management can now probe to further understand what is going on in the business and provide greater insights to management above.”

Ken Teuling

Chief Financial Officer, Services Industry

Mervin Testimonial

“One of the beautiful things about working with ActionKPI is you get a team of actual management accountants who understand the financial processes, KPIs and what matters from a reporting perspective.  You can put them in front of a business user with confidence, knowing they will interact at a professional level, earn their trust, and use their technical skills to turn business problems and challenges into a solution.”

Mervin Van der Spuy

Data & AI Lead, Midstream Oil & Gas

Long Testimonial

“It was such a foundational change to how we looked at the budgets – from a manual upload of data that is a month old or even a quarter old to every night. It changed the speed at which we can make decisions & see what is happening. Before, a lot of decisions were made behind closed doors. Now, the university has moved to integrated planning so it is very inclusive. Almost every budget holder is involved in the process versus just finance.”

Long Huynh

Director of Decision Support, Athabasca University

Reid Testimonial

“It was fantastic, and you guys were great to work with… I really enjoyed the process and I love where we are at. I think it tees us up for the kind of work that we want to be doing to find different ways to add value to the business and ways to find value to provide to our clients. That part has me really excited for what’s coming next.”

Reid McDougall

Vice President, Services Industry

Orkut Testimonial

“The main challenge that existed before we worked with ActionKPI is we lacked the Business Intelligence to make sense of all the data we have available.”

Orkut Polat

COO, Hospitality & Gaming

John Testimonial

“It’s been awesome and as we are ending our budget cycle for 2022, it’s been huge having that data as we have been moving along. That alone has been amazing. ”

John Galleher

Vice President, Services Industry

90 day quick start program

We understand getting started can be challenging, which is why we created a low-risk 90-day quick-start program for new clients. Contact us to learn more about the program & speak with a specialist.


We help organizations create transformational change in the way they analyze, report, and act on performance.

Clients who work with us benefit from increased revenue and profits, thousands of hours saved in planning, and more efficient, profit-focused activities across the business.