# Unit4 Financial Planning & Analysis Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Unit4 Financial Planning & Analysis Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more.

Source: https://www.capterra.com/p/253570/Unit4-FPA/pricing

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# 

 Unit4 Financial Planning & Analysis Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Unit4 Financial Planning & Analysis

## What is Unit4 Financial Planning & Analysis?

Even at the best of times, financial consolidation and management accounts processes are complex, time-consuming and laden with risk. The connection of different ERP systems, coupled with factors like distance, language, and variances in accounting rules all threaten the speed and quality of financial statements.

## What is Unit4 Financial Planning & Analysis used for?

[Budgeting](https://www.capterra.com/budgeting-software/)[Risk Management](https://www.capterra.com/risk-management-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)

Top alternative

Featured

Overall rating

Based on 10 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

€20000

Per User, Per Month

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Unit4 Financial Planning & Analysis

4.5 (10)

VS.

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

€20000

per user, per month

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.7 (10)

Ease Of Use

4.2 (228)

Value For Money

4.5 (8)

Value For Money

4.0 (148)

Customer Service

4.6 (10)

Customer Service

4.0 (196)

## Unit4 Financial Planning & Analysis alternatives

[4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/)

Starting price

Contact vendor for pricing

[4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

[Workday Adaptive Planning](https://www.capterra.com/p/130072/Adaptive-Insights/)

[4.5 (230)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/)

Highest Rated

[Bob Finance](https://www.capterra.com/p/219079/Mosaic/)

[4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/)

Starting price

Contact vendor for pricing

[Learn More](https://www.capterra.com/p/219079/Mosaic/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Cash Management

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Forecasting

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Form predictions based on past and present data/trends

General Ledger

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

Income & Balance Sheet

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Multi-Department/Project

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Profit/Loss Statement

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Unit4 Financial Planning & Analysis 102 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

One-off queries made on an as-needed basis

Generate one-off reports that meet information requirements

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage assets throughout their lifecycle to optimize profit

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Compare key metrics for the business against prominent players in the industry

Create budgets based on historical data and future projections

Define and maintain business rules that determine workflow capabilities and criteria

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.

Leave comments and notes on documents for others to view

Evaluating strengths and weaknesses of companies with the same target audience

Track and manage adherence to policies for any service, product, process, or supplier

Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting

Investigate and take action at root cause or error in processes to prevent recurring issues

Integration with third-party CRM systems

Add customized logos and colors to align with company branding

Alter the layout and content of dashboards

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Collect, process and structure data from multiple sources for further analysis

Connect to big data sources

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Graphical representation of data

Assemble applications and processes by dragging over and arranging pre-built components

Model the varying behavior of a system over time through diagrams

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Form predictions based on past and present data/trends

Manage global or internal standards that are designed to measure the impact of business processes or procedures.

Perform various mathematical calculations using the data

Centralized accounting record which tracks all financial transactions

Establish measurable goals and objectives and track their progress over a specific period of time

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Edit and personalize data view as needed

Ensure internal objectives and compliance with policies are met

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Tracking the status of previously identified performance measurements

Manage the risk of both financial and reputational loss resulting from nonadherence to current legislation

Reports specific to marketing and associated campaigns

Monitor task progress and planned accomplishments to better manage project status

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Collect information from multiple sources

Manage the accounting and financial aspects of multiple locations or companies in a single location

Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location

Allows users to manage data from a number of sources

Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data

Manage risk that occurs from systems failure or inadequate processes

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Predict future data based on historical data sets

Share dashboard screen within private user groups

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Evaluate the degree to which business operations bring monetary gains

Document and report the progress of ongoing projects

Reporting on how each user, task or process has advanced since its initiation

Manage and track financials on a project-to-project basis

Organize and schedule projects

Estimate or forecast of a future scenario based on the study of present trends

Publish dashboard publicly on various platforms

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Identify, monitor, and assess risks to brands

Analyze potential risks across the organization

Initiate collection and analysis of known risks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Reporting of risks associated with specific actions, events, or entities

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Develop potential scenarios to identify risks and opportunities

Set a time to generate routine reports automatically

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Search and filter data across systems to locate required information by entering keywords or certain criteria

Access, combine, transform, and store data without the help of an IT department

Allow users to create their own reports and financial statements

Display aggregated data points on one page for a bird's eye view assessment

Apply statistical/mathematical models to sets of data

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Track the status and progress of tasks

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Set up connections to third-party platforms to improve business processes

Review data from past periods to reveal recurring tendencies and predict future performance

Visually identify direction of development and areas that require attention

Track revisions and updates made to files and navigate between different versions

Interact with data visualization elements, such as charts and graphs, to drill down into data

Provides varying estimates based on different scenarios

An extended application or connector that enables users to perform additional services with their current set of tools

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.3 (9)

4.3

Based on 9 reviews

## Pricing

Value for money

4.5 (8)

Basic

€20,000

Value for money

4.5 (8)

4.5

Based on 8 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Unit4 ERP](https://www.capterra.com/p/253568/UNIT4-ERP/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.6 (10)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (10)

4.6

Based on 10 reviews

## User reviews

Overall rating

4.5

Based on 10 reviews

Filter by rating

5(6)

4(3)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SA

Sahar A.

Finance Officer

Non-Profit Organization Management

### "My Review about Unit 4 FP&A"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 12, 2023

I am satisfied with this financial software and it makes my work fun & easier.

Pros

I like most about Unit 4, that its easy to navigate they have a friendly user interface, and it make work much easier where I am using it in budgeting or reporting.

Cons

Some customized options might get the work easier and tutorials that are based inside the software.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AF

antonio francesco l.

supply chain controller

Automotive

### "Prevero has allowed us to develop a much simpler budgeting system."

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

December 22, 2017

Pros

The system is extremely easy to use both during insertion and data consultation. Even the style is pleasant

Cons

A development in the organization of the menus and in the description of the fields in the menus is necessary.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Financial Controller

### "A very fast way in engineering strategic goals in management control."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 22, 2017

Pros

1 - easy to be implemented an use 2 - flexibility 3 - swift integration with local ERP We enrolled Prevero Platform as local BI application for management control with a clear focus on costs projection on a monthly rolling pace. Leveraging system flexibility we were able to handle a switch to a "project" base accountancy matching our strategig view in levereging accuracy and efficacy in our investemnts deployment.

Cons

1 - Multi selection not available on filter parameters when launching reports 2 - The way we move data to excel

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Martin S.

Senior DBA

Law Practice

### "was an easy product to install and set up, our user base are developing their skills "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

December 19, 2017

The ability for the finance team to create and model data quickly without reliance on the IT team to create databases or extracts for them

Pros

easy to grasp interface, finance team have been able to develop their skill set and are starting to increase the range of functions used to plan and model financial data

Cons

on a personal level bridging the gap between a more traditional data structure to creating data views aimed at Prevero was a difficult start, and monitoring the performance has been a challenge at times

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TS

Tobias S.

Controlling Group Leader

Machinery

### "A great planning solution"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 17, 2017

The prevero platform offers a solution tailored to your company's business planning needs. In addition to ready-to-use modules for planning, a comprehensive adaptation of all logic can be carried out. Because of this, it is possible to react to changing conditions in the planning process at any time. From my point of view an adaption of the logic can not be achieved without the corresponding consultancy service. However, after a training phase an adaptation of the logic can be carried out by the end user. Reports can be created without much effort, and the user interface can be customized to meet your needs. The great user experience is rounded off by a sophisticated authorization system and a great performance.

Pros

\- adaptability - performance - GUI

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 20, 2017

Hi Tobias, thank you for sharing your review of prevero. We were very pleased to hear how happy Optima Packaging is with our flexible and easy to use Planning solution. We look forward to working together in the future.

CT

CARLOS T.

### "User of professional planner"

3.0

Overall Rating

3.0

3.0

Ease of Use

1.0

1.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

0/10

January 17, 2017

This program makes me very unsure of working with it. Constant fails and troubles. I do not like it. Lots of features, the r no an easy way the working procedure. Big size of the data files makes complicate to work fast.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 20, 2017

Hi Carlos, We're very sorry to hear about your experience, I've asked one of our team to contact you to see how we can resolve the issues you're facing. Kind Regards, The prevero Team

GK

Gerald K.

Group Controlling

### "We use for Standard reporting only - No planning"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 17, 2017

Stable and reliable integrated system, data export into third Party System could be easier as we still use older version

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 20, 2017

Hi Gerald, thank you for sharing your review of prevero. We really appreciate you taking the time to share your thoughts on our integrated reporting solution. If you have any questions at all please feel free to contact us, we look forward to working together in the future.

FS

Frank S.

CFO

Automotive

### "Profession Planner - Easy planning"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 17, 2017

Professional Planner helps you struture and organize the planning process. It helps to reduce complexity in a multi entity group. Reports are stable and fast. Once the data import is set up it is easy to handle.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 20, 2017

Hi Frank, thank you for sharing your review of prevero. Our team is very proud to hear how our reporting functionality has made it easier for you. We look forward to working together in the future.

GB

Gabriel B.

System Administrator

Automotive

### "Wonderful software"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

January 17, 2017

I have been working with the Prevero software for years and I must say that our accountant can't live without it. Every time there is an upgrade, we are excited about the new features the Prevero software brings to the table.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 20, 2017

Hi Gabriel, thank you for sharing your review of prevero. We¿re really happy to hear how essential you find prevero to be for your business and look forward to working together in the future.

TB

Thomas B.

Managing Director

### "Flexible and Comprehensive Solution for BI/Reporting and Corporate Performance Management"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

0.0

0.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

May 20, 2016

Great software with ready to use modules (e.g. for planning / reporting) that allows you to start working with only small customizing. But you also have the possibility to create completely new modules together with consultants or on your own. Afterwards you can integrate your own solutions into the standard software. Technically Prevero consists of a GUI, the application server and an integrated Data Ware House. So you can also build a DWH, because you can load information from other applications (or an existing DWH) directly into prevero.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/253570/Unit4-FPA/reviews/)

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