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Transform Finance with Next-Generation Consolidation on Anaplan

Envision agile, financial consolidation and reporting seamlessly integrated with corporate financial planning and accounting processes which delivers on-demand management reports powered by real-time financial data and qualitative analysis. Imagine a streamlined accounting process which consolidates complex financials in hours or days instead of weeks – all delivered without complex excel spreadsheets, inefficient data silos and repetitive tasks. 

Consolidated views, multi-level steering dimensions, forward-looking scenario models and real-time data feed into group management reports which provide a single source of truth into key financials.

Discover below how Anaplan and Deloitte can help you realize that vision with the brand-new Anaplan Consolidation application, powered by the Anaplan platform.

Discover the platform in our short demo video

A modern technology-supported approach to consolidation   
 

Business needs, regulatory complexity and technology innovations are driving requirements for digitization of consolidation processes. With demands for real-time financial data and integrated, organization-wide reporting, technology-supported consolidation and reporting processes are a must for modern enterprises.   

Key drivers for change today, not tomorrow  

If you have just finished year-end consolidation and reporting using outdated tools or excel spreadsheets, take a breath! It probably feels like you have just completed a marathon. Accounting teams in complex organizational structures have increasing requirements for unified, consolidated business views and reports supported by real-time data from multiple steering dimensions. However, many consolidation professionals find themselves struggling with inefficient processes, searching across information silos for key financials, or surfacing conflicting data.   
 

Drivers for change include: 
 
  • Lack of transparency & traceability  
  • Conflicting information, no ‘’single point of truth’’  
  • Missing business critical dimensions in current consolidation framework  
  • Disconnect between business units and consolidation teams 
  • Performance limitations and efficiency issues 
  • Organizational strategy to adopt a ‘’cloud-first’’ infrastructure 

 

With the introduction of their new consolidation application, Anaplan has now become a unified finance platform, bringing together best in class consolidation and planning capabilities to enable end-to-end enterprise performance management, supported by Anaplan Data Orchestrator (ADO) for efficient data management across your landscape. 

Deloitte enables organizations realize real-time, consolidation and reporting as an integral component of an agile enterprise performance management cycle – from enterprise business planning and forecasting, through financial and managerial consolidation, to reporting and disclosure management. Anaplan’s agile tooling allows organizations to customize workflows and tasks that are tailored to specific roles and approval processes within your organization.


Personas
 

The application offers complete flexibility to configure the look and feel and workflow to your team’s requirements. Four personas were created, each representing a distinct role within the finance organization, with a dedicated homepage tailored to their specific functions. Discover each one of them by expanding the boxes below. 

Consolidation Workflow​


The platform operates through a comprehensive workflow that guides users step by step through the consolidation process, ensuring you don't have to worry about the steps or the completion of others' tasks. Easily check the process flow and check the overview of your tasks in the workflow pane. 

From a reporting perspective, Anaplan offers the built in reporting capabilities, including advanced dashboarding, as well as an easy-to-use Excel add-in: Anaplan XL which integrates excel spreadsheets into the financial consolidation portal. This allows finance users to navigate through their well-known Excel environment while still being connected to the live data of the Anaplan platform. On top of all that, Anaplan offers seamless integration with its disclosure management  solution allowing you to deliver your last mile of finance reporting with a few clicks.

Financial Consolidation in Anaplan enables enterprises to:  

  • Integrate processes and boost efficiency to streamline operations  
  • Adopt a forward-looking approach with guaranteed adherence to regulations  
  • Improve auditability & organization-wide collaboration   
  • Surface immediate insights to deliver fast & accurate results  
     
Why Deloitte? 

Deloitte brings extensive industry, legal and regulatory experience to support Finance and Controlling teams. As Anaplan’s Global Partner of the Year for 11 consecutive years, our consulting teams deliver successful, on-time financial consolidation, reporting and financial planning projects.

2025 Global Partner of the Year

Are you ready to elevate your financial consolidation and analysis to the next level? Contact us today and discover how Anaplan and Deloitte can transform your finance organization.

Your success starts here! 

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