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planning & reporting for finance teams

Coworkers collaborating
List of finance-related use cases
Graph of win rate per scenario
Finance planning UI

“In a fast-changing environment like this, having a tool that lets us rapidly model the P&L impact and pivot our strategy is absolutely essential.”

Kate Dolph
Senior Director FP&A and Business Planning, Evenflo

Trusted by Leading finance teams
Vinted
Goodbaby
Vinci Airports
Unilever
Miro
Kayak
Deliveroo
Klarna
Vinted
Goodbaby
Vinci Airports
Unilever
Miro
Kayak
Deliveroo
Klarna
Siemens
Snowflake
Unilever
Miro
Kayak
Klarna

Financial planning in Pigment

See the Pigment platform
1.

Integrate anything, understand everything

Build accurate plans with up-to-date and complete data which are easily integrated through native connectors, open APIs, and scheduled imports. Then use AI-powered search and reporting to understand your business performance in an instant.

List of business softwares integrated with Pigment on a blue background
Coworkers collaborating
2.

Plan how you need, not how you’re told

Pigment fits how your business operates, no matter how complex. Take advantage of a scalable engine powered by our distributed architecture, built-in collaboration and intuitive user experience to make planning work for you.

3.

Stay ready for change

Plans always change, and sometimes fast. With Pigment, change your models as your business evolves and evaluate the impact of potential decisions. Play with one-click scenarios, and test any changes before you deploy them.

Scenarios UI

Finance planning use cases

Budgeting & Forecasting

Run variance analysis on the same platform you build your budget to understand gaps better. Increase the frequency of your forecasting and shorten the planning cycle to react faster to external/internal forces.
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P&L, Cash Flow, and Balance Sheet

Instantly understand your real-time financial status and business drivers with one single source of truth, and adapt to any consolidation and mapping rule to build financial statements that reflect reality.
See it in action
Stacked bar chart showing rising revenue in USD from FY25 to FY32 by segment: B2B, Subscriptions, Care, and Hardware.

Strategic Long-range Planning

Connect strategy, financial performance, and planning assumptions in one model, so Finance can continuously validate long-term strategy and guide the business with confidence.
See it in action
Bar chart showing net revenue by product group with segments Opening, New, Churned, Reactivating, and Forecast.

Revenue Planning

Deliver robust revenue plans with a single source of truth for Finance and Revenue teams to maximize growth opportunities in the face of volatility and change.
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Financial Consolidation

Streamline your consolidated financial statements with a unified platform that automates manual work and helps you produce accurate, compliant financial statements.
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Headcount Planning

Align with HR and have conversations within Pigment to keep everyone on the same page. Find gaps between budgeted headcount and actuals, understand the impact on your bottom line, and adjust your plans accordingly.
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OPEX Planning

Streamline the collection of expense inputs to be consolidated for the budget setting process.

CAPEX Planning

Assess current projects and plan for new ones by seeing the impact across your entire organization.

Working Capital Management

Improve cash-flow with better management of current assets and liabilities.

Further reading

Frequently Asked Questions

What is Pigment and how does it support FP&A (Financial Planning & Analysis)?

Pigment is an AI-native enterprise planning platform that helps finance teams and CFOs build, approve, and adapt integrated financial plans. It brings analysis, modeling, and planning into one place for financial planning and analysis (FP&A), including budgeting, forecasting, and financial reporting.

AI agents work on your live models and data, so your team spends less time on manual prep and more time on decisions. Comparing options? See how Pigment stacks up in our guide to the best FP&A software in 2026.

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How does Pigment protect finance data?

Pigment holds SOC 2 Type 2 and ISO 27001 certifications, complies with GDPR and CCPA, and supports SOX-compliant operation. It encrypts data with AES-256 and uses TLS 1.2+ for data in transit.

Data residency options include Frankfurt and Oregon. Pigment never uses your data to train foundation models, and its AI governance framework aligns with the EU AI Act.

You'll find the full details on the Pigment security page.

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How does Pigment improve budgeting and forecasting for finance teams and CFOs?

Pigment lets you forecast more often and replan faster, so your numbers keep up with the business. The Analyst Agent monitors performance and surfaces the variances worth your attention.

That cuts the time you spend finding what changed. Your team can put that time into variance analysis that explains why it changed and what to do next.

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What features should FP&A software have?

Look for budgeting and forecasting, scenario planning, variance analysis, consolidation, integrations with your ERP, CRM and HR systems, role-based access, and AI that explains results. Prioritise flexibility: you should be able to change models as the business changes without a rebuild.

How does Pigment use AI for FP&A?

Pigment uses AI to speed up the analysis, modeling, and reporting behind your plans, while your team makes the decisions. The agents work on your live models, data, and governed business logic, so you keep control and traceability.

The Analyst Agent analyzes data, automates reporting, and flags risks and opportunities as they appear. The Modeler Agent turns natural-language requests into governed planning models, formulas, and Blocks. The Planner Agent, coming soon, will simulate scenarios, forecast, and recommend actions.

Pigment Frames builds the views you describe, such as executive views, scenario tools, or slide decks, on top of the live model. Frames read from and write back to Pigment in real time and inherit your existing access rights and auditability.

Pigment never uses your data to train external AI models. For more on where AI fits in day-to-day FP&A work, read our practical guide to AI in finance.

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Can I try Pigment for free?

Yes. Pigment offers a free 14-day trial in a private workspace, with no credit card required. Describe the planning model you want to build, and Pigment’s AI agent creates a working model and board within minutes. You can upload your own data, run scenarios, invite colleagues and join weekly office hours with the Pigment team. Some features and usage limits apply. After 14 days your workspace becomes read-only, and our team can help you continue. Start your free trial.

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