Collaboration & User Experience

Experience the power of collaboration and a seamless user experience with FP&AI.

Collaboration & User Experience Features

From boards and worksheets to reports, you can easily contextualize your plans and bring your data to life. Foster real-time collaboration with commentary functionality, enabling cross-functional teams to provide narrative explanations and collaborate effectively. With user-to-user messaging and mobile alerts, stay connected and in control of your financial planning process.

Modern Finance User Experience

  • Take advantage of the highest-rated G2 platform for user experience
  • Interact with data through boards, worksheets, and reports that contextualize your plans and bring your data to life
  • Intuitive navigation and platform functionality to lower change management risk
  • Beautiful, modern, and intuitive UX empowers teams with an application that is a pleasure to use day-in and day-out
  • Slicing, dicing, sorting, and filtering gives users flexibility to plan only what’s relevant to them


  • Commentary for narrative explanations of financial outcomes as well as cross-functional team collaboration
  • User-to-user messaging, mobile alerts


  • Monitor planning progress allowing for planners, leaders, and FP&A teams to collaborate in real-time
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