Finance & performance • Calisto ConsultingYour close.
Your reporting.
A new dimension.
Transform consolidation with Anaplan FCR and take analysis further with Anaplan XL Reporting.
Less complexity.
More control.
Accelerate the close
Automate recurring processing to spend more time on analysis.
Collaborate
Coordinate contributors and monitor progress.
Improve reliability
Strengthen financial data controls and traceability.
Build autonomy
A solution designed for administration by Finance teams.
From data to decisions.
Select a stage to discover the main uses.
Bring Group data together.
Connect data from ERP systems and ledgers. Organise contributions within a shared process.
Handle complexity with confidence.
Manage intragroup transactions, currencies and ownership. Support processing with controls and an audit trail.
Make the numbers meaningful.
Use consolidated results and extend analysis in Excel with XL Reporting.
Discover XL ReportingTwo areas of expertise.
One performance objective.
Anaplan FCR
A ready-to-use cloud consolidation application combining automation, collaboration and process control.
Anaplan XL Reporting
Keep your Excel environment and simplify data access to build and refresh reports.
All the flexibility of Excel.
The power of connected data.
Create Excel reports and dashboards from your data sources. Keep formulas and formatting while making updates and sharing easier.
Connect
Connect the Excel add-in to Anaplan models and other compatible sources.
Build
Build custom models, financial reports and interactive dashboards.
Refresh and analyse
Refresh data and explore detail to deepen analysis.
Share
Distribute reports in Excel, PDF or PowerPoint according to your configuration.
Anaplan technology.
Calisto support.
Turn your consolidation challenges into practical implementation, from defining requirements to everyday use.
Scope
Processes, reference data and reports: let’s define your project priorities.
Deploy
Configuration, interfaces and data migration in a consistent environment.
Transfer knowledge
Train your teams and support adoption of new practices.
Improve
Support, maintenance and continuous improvement as your business evolves.
A project taking shape.
Can the solution handle a complex Group?
Anaplan Financial Consolidation covers partial ownership, intragroup eliminations and multi-currency operations. We review your scope and rules during scoping.
How do we connect existing systems?
Data from ERP systems, ledgers and operational systems can be integrated. Interface arrangements depend on your tools and architecture.
What is the role of our Finance teams?
The application is designed for Finance ownership, with an intuitive interface and configurable workflows. Calisto helps your teams get started.
Does XL Reporting require an add-in?
Yes. Anaplan XL Reporting is a Microsoft Excel add-in. Installation requires a valid licence and a compatible environment.
How are XL Reporting reports refreshed?
Reports connect to their data sources and can be refreshed on demand. Data access depends on configured connections and permissions.
Can we keep our Excel models?
You build reports in Excel using its formulas and formatting. Existing models can provide a starting point, with adaptations for XL connections.
Where should we start with Calisto?
An initial discussion clarifies your organisation, current tools and needs: consolidation, reporting, migration or team support.
Bring a new dimension
to your finance function.
Want to modernise consolidation or reporting? Let’s discuss your priorities.