Flex Planning

A budgeting, planning, and forecasting application from Altius.

About Flex Planning

Flex Planning is a Business Performance Management solution that helps finance executives tackle the challenges related to budgeting, planning and forecasting. The product includes reporting and analytics, consolidation, and supports the creation of strategic planning, financial planning and operational planning in a single product.

The centralized database optimizes and enhances your current spreadsheet files, reducing data redundancy, helping users accurately access up-to-the-minute data. Flex Planning reduces costly errors through its secure data submission functionality and workflow engine, which can manage even the most complex of planning approval workflows. Strategic plans, budgets, and rolling forecasts can be integrated with actual data from internal accounting systems, to allow you to quickly perform multi-dimensional analyses–giving you the best possible window into your data. Flex Planning equips your organization with the agility and insights that can ultimately lead to greater profitability.

Like all of Altius’ products, Flex Planning is available as a cloud-based service, accessible 24/7, or it can be hosted on your own servers.


  • Infrastructure: Designed to support both on-premise and cloud deployments.
  • Data model: As part of the no-cost implementation, Altius designs and builds a data model that fully support’s each client’s business process without using custom code.
  • Microsoft Excel: Leverage your existing financial models and templates with all of Excel’s features.
  • Workflow: The powerful workflow engine supports any imaginable approval process.
  • Security: Role-based and fully aligned with the business model.
  • Reporting: Business data is stored in an accessible and easy to query database compatible with a wide- range of off-the-shelf reporting tools.

Product Overview

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