FP&A Forecasting

Financial planning that keeps pace with your business

Annual planning, monthly reforecasting, variance analysis, and fully integrated 3-statement models — all in Anaplan or Pigment. Built for CFOs who need accuracy and agility.

What we build

Six core capabilities

PlanFlamingo builds complete FP&A planning systems covering annual budgeting, rolling forecasts, variance analysis, and integrated financial statements.

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Annual Planning & Budgeting

Department-level budget models with driver-based forecasting and top-down/bottom-up planning workflows.

  • Department-level budget templates
  • Driver-based forecasting from operating metrics
  • Top-down targets with bottom-up input collection
  • Budget vs. actual variance tracking
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Monthly/Quarterly Reforecasting

Rolling forecasts that pull actuals from your ERP and automatically adjust projections based on operating assumptions.

  • Rolling 13-month forecast models
  • Automatic actuals pull from ERP systems
  • Driver-based projection adjustments
  • Forecast vs. actual variance reporting
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Variance Analysis

Plan vs. actual vs. forecast variance reporting with drill-down by department, GL account, and cost center.

  • Plan vs. actual variance analysis
  • Forecast vs. actual trending
  • Drill-down by department & cost center
  • Exception reporting & variance drivers
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3-Statement Integration

Fully integrated P&L, balance sheet, and cash flow models driven by operating assumptions and GL data.

  • Integrated P&L, balance sheet, cash flow
  • Operating assumption drivers
  • GL account mapping & reconciliation
  • Intercompany and consolidation support
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ERP Integration

Connect NetSuite, Sage, QuickBooks, or SAP to automatically pull actuals and eliminate manual data pulls.

  • NetSuite, Sage, QuickBooks, SAP integration
  • Scheduled automatic actuals refresh
  • GL account mapping & transformation
  • Data quality & reconciliation checks
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Board-Ready Reporting

Formatted output packages that go from model to board deck without manual rework — P&L, balance sheet, cash flow, and key metrics.

  • Executive summary dashboards
  • Formatted P&L, BS, and CF statements
  • Key metrics & KPI dashboards
  • Board-ready report templates
Proof

We've done this before

Riverview LLP
Full financial planning system rebuilt from first principles in Pigment
MeridianLink
Anaplan implementation with rolling 13-month forecasts, automatic NetSuite actuals integration, and variance analysis dashboards
"We can now reforecast in one day instead of a week. Board materials are ready by day 3 of close instead of week 2."

Both Anaplan AND Pigment

PlanFlamingo builds FP&A models in both platforms and can advise which is better for your forecasting use case.

Anaplan Certified
Pigment Certified
FAQ

Questions about FP&A forecasting

Can you build a 3-statement model in Anaplan or Pigment?
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Yes. We have built fully integrated 3-statement models (P&L, balance sheet, cash flow) in both Anaplan and Pigment. These models are driven by operating assumptions and integrate with your actual general ledger data. Anaplan is particularly strong for enterprises with complex balance sheet and intercompany accounting. Pigment is excellent for faster implementations and organizations that want a clean, intuitive interface.
How do you connect ERP data to planning models?
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We integrate with NetSuite, Sage, QuickBooks, and SAP to pull actuals automatically into your planning model. This eliminates manual data pulls and ensures your forecast is always working from current actual numbers. The integration typically happens monthly on a scheduled basis and automatically feeds actuals into variance analysis and forecast rollups.
How long does an FP&A implementation take?
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Timeline depends on model complexity, number of GL accounts, departmental detail, and ERP integration requirements. Simple annual budgets typically take 6-8 weeks. Full 3-statement models with rolling forecasts and variance analysis can take 3-5 months. We provide a specific timeline estimate after the scoping call once we understand your current state and requirements.
Can you build rolling forecasts that update automatically?
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Yes. We build rolling forecasts that pull actuals from your ERP on a scheduled basis and automatically adjust projections based on operating assumptions. This eliminates the need for manual monthly updates and keeps your forecast current. The rolling forecast can be set to add a new month and drop the oldest completed month automatically, giving you a continuous 13-month view.

Ready to rebuild your financial planning?

We'll spend 30 minutes on your situation — current tools, what's broken, and whether we're the right fit. No obligation.

Response within one business day. hello@planflamingo.com