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Apliqo UX - 2023 October Release - Apliqo
FREE DEMO

Apliqo UX – 2023 October Release

Apliqo UX is constantly improving and this last release is no exception. Experience all the latest improvements in the interactive demo we prepared.

Here’s a list of the key upgrades:

SQL Data Source

Connect to multiple ODBC sources, edit data, add or remove records and more.

Export to Excel as Active Form

We are further enhancing data export capabilities with the introduction of the “Export as DBRW Active Form” option.

New Drill Popup

Now utilises Cube Viewer widget that allows interaction with data including modification of global filters.

Improved Saved and Discard functionality

Users can now manage changes at different levels of wizards, including the entire wizard, individual steps, and substeps.

Cube settings improvements

Customise titles, information, positioning, along with the option to duplicate widgets / SubViews directly in the popup.

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More resources

Cash flow management: Optimising it with FP&A — A smarter approach for finance teams

Effective cash flow management is more than just a numbers game — it is a strategic imperative. As companies navigate through economic uncertainties and a rapidly evolving market landscape, the ability to forecast, monitor, and analyse cash flow becomes essential for sustaining growth and ensuring long-term stability.

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Financial consolidation: more than just compliance

There’s a persistent myth that abounds that financial consolidation is merely a checkbox for compliance and a routine set of tasks that happens under dire pressure to appease the auditors. However, this leaves a lot of potential on the table. With the increasing complexity of corporate structures, the need for strong consolidation is much more than that.

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Data security — Essential strategies to Fortify FP&A

In any organisation, the FP&A team is going to be responsible for handling vast amounts of sensitive financial data. From revenue forecasts to strategic planning metrics, these insights are critical to an organisation's success. However, a single data breach or security lapse can lead to financial losses, reputational damage, and regulatory penalties – thus making data security more important than ever.

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FP&A software - How to customise it to fit your business needs

Financial planning and analysis (FP&A) software has become an essential tool for modern businesses, offering robust capabilities to forecast, budget, and analyse financial performance. However, many organisations struggle to fully leverage these sophisticated systems, often underutilising key features or adapting their processes to fit the software rather than customising the software to fit their unique needs.

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Enhancing collaboration between finance and operations through FP&A software

Collaboration between finance and operations teams is crucial for an organisation's success, but too often they simply don’t speak the same language. Finance teams tend to focus on financial accuracy, budgeting, and forecasting, while operations teams are driven by efficiency, productivity, and execution.

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FP&A Software

FPM – Apliqo Financial Performance Management

OPM – Apliqo Operational Performance Management

Apliqo IFRS 16
CC Apliqo Consolidation and Close

Apliqo UX for IBM Planning Analytics with Watson

Overview
Features
Architecture
IBM Planning Analytics
Apliqode Development Framework
UPM Connectors
FPM Admin Module

What is UPM
Path to UPM
UPM Methodology

Investment Solutions

LP Portfolio Management

Fundamental Analysis

Challenges Apliqo tackles

Strategy is not linked to financial planning witch is why this is a problem for decision-making.

Your financial system cannot handle ad-hoc queries.

The financial system you use is far too rigid to adapt to the uniqueness of your business.

Your organisation’s planning functions operate in silos leading to broken, disjointed plans.

Your planning system sets things in stone and makes it very hard to update assumptions. It targets dynamically as data comes in.

You use multiple databases for different use cases in your organisation. It’s difficult to pull all that information together in a coherent way.

You’re not empowered to perform analytics on your own data. Instead you must wait for the BI team to get your request in their queue.

Your financial planning and analytics workflows involve various tools and software that each have their own steep learning curves.

Resources

Masterclass 2022
Past FP&A Webinars

Apliqo UX documentation

Apliqo FPM documentation

UPM – Unified performance management
Closing, reporting and disclosure of financial statements
Advanced financial planning

 

Visit our FP&A Content Hub

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