CFO scenario planning grounded in your live numbers
Tekplanit is driver-based CFO scenario planning and financial modeling software. Finance leaders flex drivers like volume, price, and headcount and watch a connected three-statement model — income statement, balance sheet, and cash flow — recompute instantly, with consolidation across divisions, budget trade-off analysis, 18 industry simulation packs, and live actuals pulled from 157+ connected enterprise systems.
What can Tekplanit scenario planning do?
Driver-based what-if simulation
Tekplanit models your plan on the drivers that actually move the numbers — volume, price, headcount, ARR, and build cost — so CFOs and FP&A teams can flex an assumption and watch revenue, margin, and cash recompute instantly instead of rebuilding spreadsheets.
Industry-specific simulation packs
Scenario modeling starts from 18 industry packs, so the drivers, KPIs, and benchmarks reflect how your sector actually plans — SaaS, manufacturing, retail, financial services, and more — rather than a generic finance template.
Three-statement modeling & consolidation
Tekplanit links the income statement, balance sheet, and cash flow into one connected three-statement model, then consolidates across divisions and entities so every what-if flows through to a board-ready P&L, balance sheet, and cash position.
Budget trade-off analysis
The budget trade-off cockpit lets finance leaders compare competing spend decisions side by side — shift dollars between departments, defer a hire, or fund a program — and see the profit, headcount, and capex impact of each trade-off before committing.
Live actuals from connected systems
Where supported ERP, CRM, HRIS, and warehouse sources are connected and credentials and permissions configured, scenarios can use available trial balance, pipeline, and headcount data instead of a stale export.
Save, compare & version scenarios
Save any scenario as a named version, compare base, upside, and downside cases against each other, and keep a consolidated multi-division roll-up so leadership can review the full range of outcomes in one place.
AI-assisted scenario design
With approved operational sources connected and access configured, the Planning Copilot helps design what-if scenarios and drafts assumptions and commentary for analyst review.
Rolling forecasts & long-range plan
The same driver-based engine powers rolling forecasts and a multi-year long-range plan, so a single scenario framework spans the current quarter, the annual budget, and the five-year outlook on one source of truth.
How does driver-based scenario planning work?
Most financial scenario modeling happens in disconnected spreadsheets that break the moment they're reused and drift away from the systems of record. Tekplanit takes a different approach: it pulls live actuals from your ERP, CRM, HRIS, and data warehouse through 157+ connectors and builds a driver-based model where every plan line is tied to the operational driver that moves it.
When a CFO or FP&A analyst changes a driver — unit volume, price, headcount, or build cost — Tekplanit recomputes the full three-statement model and consolidates across divisions in one pass. Scenarios start from one of 18 industry simulation packs, save as named versions for base, upside, and downside comparison, and can be weighed against each other in the budget trade-off cockpit. The Planning Copilot helps design assumptions and drafts executive-ready commentary, so leadership reviews modeled outcomes instead of reverse-engineering a spreadsheet.
Frequently asked questions about Tekplanit scenario planning
What is Tekplanit CFO scenario planning software?
Where supported ERP, CRM, HRIS, and warehouse sources are connected and credentials and permissions configured, Tekplanit lets finance leaders build what-if scenarios using available source data. CFOs and FP&A teams can flex drivers like volume, price, and headcount in a connected three-statement model with reviewable commentary and consolidation.
How does driver-based planning work in Tekplanit?
Driver-based planning in Tekplanit ties every plan line to the operational driver that moves it — ARR, unit volume, headcount, or build cost — instead of hard-coded numbers. Within a configured scenario, an approved driver change propagates through the three-statement model so revenue, margin, cash, and capex recompute without a spreadsheet rebuild.
Can Tekplanit run what-if analysis on live financial data?
Yes. Where a supported system is connected and the required credentials and permissions are configured, Tekplanit can use live actuals — trial balance, pipeline, and headcount data pulled from your ERP, CRM, HRIS, and data warehouse — for what-if analysis. That means scenarios can reflect your current position rather than a stale export, while every model stays grounded in the sources you approve.
Does Tekplanit support three-statement financial modeling?
Yes. Tekplanit builds a connected three-statement financial model that links the income statement, balance sheet, and cash flow, then consolidates across divisions and legal entities. Any scenario change flows through all three statements at once, so finance teams get a board-ready P&L, balance sheet, and cash forecast from every what-if.
What are industry-specific simulation packs?
Industry-specific simulation packs are pre-built scenario templates from Tekplanit's 18 industry packs. Each pack ships the drivers, KPIs, and benchmarks relevant to a sector — such as SaaS, manufacturing, retail, or financial services — so a CFO starts scenario modeling from a realistic, industry-tuned baseline instead of a blank generic model.
How does budget trade-off analysis work in Tekplanit?
Tekplanit's budget trade-off cockpit lets finance leaders compare competing spend decisions side by side. You can shift dollars between departments, delay a hire, or fund a new program and immediately see the impact on profit, headcount, and capex — so trade-offs are decided on modeled outcomes rather than guesswork.
Can I compare multiple financial scenarios side by side?
Yes. Tekplanit saves each scenario as a named, versioned case, so finance teams can compare base, upside, and downside scenarios side by side and review a consolidated multi-division roll-up. Leadership sees the full range of outcomes in one view before committing to a plan.
How is Tekplanit different from spreadsheet-based financial modeling?
Spreadsheet models can become disconnected from source systems and require manual rebuilds. Where supported systems are connected and permissions configured, Tekplanit can use available source data in a driver-based three-statement model with industry packs, consolidation, and AI-assisted commentary for finance-team review.
Does Tekplanit help write commentary on financial scenarios?
Yes. With approved operational sources connected and access configured, Tekplanit's Planning Copilot drafts commentary on what changed between modeled scenarios for analyst review.