List of Unit4 Financial Planning & Analysis Customers
Dordrecht, 3311,
Netherlands
Since 2010, our global team of researchers has been studying Unit4 Financial Planning & Analysis customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Unit4 Financial Planning & Analysis for Financial Consolidation and Close from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Unit4 Financial Planning & Analysis for Financial Consolidation and Close include: Migros Aare, a Switzerland based Retail organisation with 8511 employees and revenues of $4.05 billion, Devon County Council, a United Kingdom based Government organisation with 4228 employees and revenues of $1.71 billion, London and Quadrant, a United Kingdom based Construction and Real Estate organisation with 3747 employees and revenues of $1.51 billion, Surrey County Council, a United Kingdom based Government organisation with 18720 employees and revenues of $1.30 billion, Magnox, a United Kingdom based Utilities organisation with 2278 employees and revenues of $576.0 million and many others.
Contact us if you need a completed and verified list of companies using Unit4 Financial Planning & Analysis, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Unit4 Financial Planning & Analysis customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
City of Campbell River | Government | 250 | $25M | Canada | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2023 | n/a |
In 2023 City of Campbell River implemented Unit4 Financial Planning & Analysis as part of a broader deployment of Unit4 ERP, FP&A and Talent Management to strengthen financial management and data integration. This implementation explicitly targets Financial Consolidation and Close capabilities to centralize budgeting, consolidation, and reporting for the municipality.
The delivered solution includes Unit4 Financial Planning & Analysis alongside core Unit4 ERP modules and Talent Management functionality, configured to support budgeting, accounts payable, invoicing, hiring workflows, engagement based performance management, and automated reporting. Configuration emphasized low code extensibility to avoid customizations, enabling the City to automate routine financial and HR processes while preserving standard upgrade paths.
Unit4 Financial Planning & Analysis is integrated into a fully integrated Unit4 platform that consolidates data from multiple sources to improve accuracy of reporting, collaborative planning, and internal control. Operational scope covers Finance, HR, front line service teams, and IT, with implementation and ongoing support provided jointly by Unit4 and implementation partner Agilyx.
Governance changes accompanying the rollout include strengthened accountability and collaborative planning processes, plus performance management tied to engagement outcomes. The City also moved routine infrastructure responsibilities such as hosting, security and SaaS maintenance to the vendor supplied service model, which reallocates IT resources toward other priorities.
Explicit outcomes described by the City and Unit4 include increased visibility of financial and service operations data, streamlined processes across functions, enhanced hiring and budgeting workflows, and reduced internal IT costs. The combined Unit4 ERP, Unit4 Financial Planning & Analysis and Talent Management deployment is positioned to deliver greater transparency, operational capacity and administrative efficiency for municipal services.
|
|
|
City of Nanaimo | Government | 750 | $97M | Canada | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2023 | n/a |
In 2023, City of Nanaimo expanded its Unit4 relationship while already operating Unit4 Financial Planning & Analysis in the Financial Consolidation and Close category. The expansion included selection of Unit4 ERP and Unit4 Talent Management to transition the ERP from an operational ledger into a configurable strategic application supporting municipal complexity.
The deployment centers on an integrated Unit4 cloud stack connecting Unit4 Financial Planning & Analysis, ERP, and Talent Management with built in process automation and reporting. Functional capabilities explicitly implemented or extended include data preparation automation for finance, budget development and management workflows, consolidated reporting, secure self service reporting, employee requisitions, timesheets, expense claims, reimbursements, reconciliations, and workforce engagement measurement. The implementation emphasizes a single authoritative source of financial and human resources data to reduce duplicate entry and manual manipulation.
Implementation and rollout are being executed in collaboration with Unit4 and implementation partner Agilyx, with the solution scoped to cover finance, human resources, managers, and the IT organization within the municipal government. The architecture is described as integrated cloud ERP, Talent Management, and FP&A applications, supporting requirements and obligations monitoring for data requestors and enabling managers to collect employee information for engagement measurement.
Governance and process changes are focused on modernizing business processes across municipal finance and HR, reducing manual reconciliation activities, enabling secure self service capabilities for employees, and providing accurate, reliable reporting to support decision making. The program is positioned as a flexible solution that can grow with the City of Nanaimo and to support future IT infrastructure planning and operational needs.
|
|
|
Devon County Council | Government | 4228 | $1.7B | United Kingdom | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2023 | Embridge Consulting |
In 2023, Devon County Council selected Unit4 Financial Planning & Analysis as part of a broader Unit4 ERP deployment covering Finance and Procurement. The announcement, made with Embridge Consulting as Unit4’s Elite Implementation Partner, described a move to a modern, cloud-based platform intended to digitize the council’s organization, data and services while addressing an incumbent financial system that had been in place for almost 30 years and increasingly relied on add-on technology.
The implementation centers on Unit4 Financial Planning & Analysis within the Financial Consolidation and Close category, with configured modules for core finance, procurement, budget management, forecasting and dynamic real-time reporting. Workflows and task automation were scoped based on local government best practice to standardize budget control and financial close activities, and to introduce automation around invoice processing and income management.
The deployment architecture is cloud-native and will include integrated solutions from Proactis to deliver invoice process automation and HeyCentric for income management, aligning those capabilities with Unit4 ERP financial modules. Operational coverage is council-wide, explicitly supporting departments such as Adult Social Care, Education and Families, Roads and Transport, Planning and Development, Waste and Recycling, and Libraries and Heritage to centralize financial consolidation and reporting.
Embridge Consulting is delivering a streamlined rollout grounded in public sector implementation patterns, with governance established for workflows, tasks and data to improve monitoring of financial health and support accurate forecasting and real-time decision making. The Council will be able to leverage efficiencies through improved operational performance, faster service delivery and enhanced citizen experience via the integrated platform, while gaining deeper financial insight to inform short, medium and long term planning.
|
|
|
diva-e Conclusion | Professional Services | 800 | $115M | Germany | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2025 | n/a |
In 2025, diva-e Conclusion implemented Unit4 Financial Planning & Analysis to centralize finance reporting and planning across its business units. The deployment focused on Financial Consolidation and Close capabilities within a Unit4 Cloud platform, integrated with Unit4 ERP to provide a single trusted source of financial and transactional data.
The implementation configured core consolidation, planning, and reporting workflows inside Unit4 Financial Planning & Analysis, establishing a single golden record for acquired entities and standardizing chart of accounts and reporting structures. Automations were applied to shorten consolidation cycles, enabling finance teams to produce consolidated reports in minutes rather than weeks, and to iterate planning scenarios more rapidly.
Operational scope covered enterprise finance and planning functions across diva-e Conclusion in Germany, with explicit workstreams to onboard newly acquired businesses into the unified data model. The integration between Unit4 ERP and Unit4 Financial Planning & Analysis enabled continuous data flow for journal postings, intercompany eliminations, and rolling forecast updates, supporting timely, trusted decision making.
Governance changes emphasized a centralized data ownership model and standardized close checklists, converting fragmented back office processes into repeatable consolidation and close procedures. The adaptive Cloud platform was adopted to improve user experience and agility, and the project delivered faster insight generation and more efficient finance processes as reported by the company.
|
|
|
East Hampshire District Council | Government | 260 | $25M | United Kingdom | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2023 | n/a |
In 2023, East Hampshire District Council selected Unit4 Financial Planning & Analysis alongside Unit4 ERP Financials to automate and simplify its finance operations. The decision followed the council's separation from Havant Borough Council and an IT shared service, and it targets support for finance teams in the Petersfield-based district serving approximately 130,000 residents.
The implementation centers on Unit4 Financial Planning & Analysis and core ERP Financials capabilities for budgeting, planning cycles, and reporting, aligned to the Financial Consolidation and Close category. Configurable self-service reporting, graphical visualizations and dashboards were implemented to provide a single source of truth, with drill-down and root-cause analysis to support accuracy in planning and transparent tracking of progress across planning cycles.
Operational design includes integrated asset tracking connected to accounting, procurement and other financial functions to provide full financial control and visibility. The deployment leverages Unit4's enterprise cloud application model and emphasizes real-time availability of information and insights, enabling finance users to access consolidated data and explore dependencies without heavy reliance on central finance teams.
Governance and process changes focused on shifting routine budget and reporting tasks to self-service workflows, reducing administrative handoffs, and embedding financial best practice across council finance operations. Documented outcomes called out by the council include less dependence on accountants for routine information, improved transparency of planning cycles, and enhanced ability to interpret numbers through visual dashboards, all delivered via Unit4 Financial Planning & Analysis in support of the council's Financial Consolidation and Close objectives.
|
|
|
|
Utilities | 403 | $249M | Australia | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2022 | n/a |
|
|
|
|
Construction and Real Estate | 3747 | $1.5B | United Kingdom | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2023 | n/a |
|
|
|
|
Utilities | 2278 | $576M | United Kingdom | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2016 | n/a |
|
|
|
|
Non Profit | 1500 | $113M | Switzerland | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2022 | n/a |
|
|
|
|
Retail | 8511 | $4.1B | Switzerland | UNIT4 | Unit4 Financial Planning & Analysis | Financial Consolidation and Close | 2024 | n/a |
|
Buyer Intent: Companies Evaluating Unit4 Financial Planning & Analysis
- Arix Business Intelligence, a Germany based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||