Best Strategic Planning Software for Xero

The Kantata Professional Services Cloud, formerly known as the Mavenlink Industry Cloud for Professional Services, is an incredibly powerful collection of operational management and resource optimization, business insight, integration, workflow automation functionality, and workflow optimization functionality that optimizes resources. It also enhances operational performance. This resource-first architecture allows services businesses to have the best team possible and monitor progress against budgets and timelines so that projects run smoothly, predictably and profitably. The Kantata Professional Services Cloud is purpose-built to help agencies and professional services organizations with 50 to 5000+ employees. Kantata is your business's heart. Kantata was designed to address the challenges you face in resource management every day. Kantata's resource optimization functionality leverages operations management science, advanced algorithms and analytics to solve previously unsolvable business problems.

Empiraa is a business planning execution tool that allows you to feel good about business. We make it simple to keep your business game plans top of mind and help break down those big goals into achievable objectives that can be shared amongst the team. No longer does the business plan sit with the executive team or Founder. Now everyone has those goals in mind, increasing productivity and connection and all working towards the same thing. Even better than having a static plan, is having one that is dynamic and can adapt to changing environments. Get real-time data on how the business is tracking towards your pillars in one easy view. With regular data inputs, or even better use our API integration, you can make data-backed decisions that are going to get you where you need to go. We want to make business easier and simpler. With Empiraa you can increase productivity, improve company culture and give people a better understanding of the 'why'.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Forecast is a comprehensive project and resource management tool that can be expanded to include a wide range of great features. It combines project management, resource planning and team collaboration under one roof. This allows you to use the power of AI for automating administrative tasks. It is a strong alternative to point-based project management solutions in professional service companies. Ideal for companies with 50+ employees who need the entire project portfolio and resource overview in one software. * Project proposals that are more predictable and precise * Improved planning and analysis with Insights and Reporting * AI supports stronger business decisions * Flexible resource management through Task and Project Allocations * Time and Task Management that is efficient * Get actionable insights into project profitability with cost, revenue, and profit updates in real-time

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

A complete set of financial analysis tools and strategic planning tools that will help you chart a clear path to success. A single source of truth about your company is essential to the development of best strategies. You're not seeing the whole picture if you manually switch between platforms to obtain financial data for your strategy. Maus is a comprehensive suite of financial analysis and business planning tools that helps you see the whole picture. You can create strategies that focus on specific data and provide actionable insights by working with one source of truth in your business data. A unified vision for your company will guide future initiatives to success. You will need to create detailed plans that cover the next five years of your business, and show how you can grow. Maus allows you to create business plans, run business analysis to identify areas for growth, and connect with people that can help you go in exciting new directions.

Mosaic, an AI-powered resource management and workforce management solution, increases productivity and profitability. It integrates with most financial and project management software to automatically collect data and show who is doing what and when. The software allows teams to accurately forecast and bill, manage their capacity effectively, and plan their workloads. Mosaic helps organizations get rid of clunky spreadsheets. It gives them the real big picture. Get started today with a 30-day free trial.

Business Sorter makes it easy to plan and implement your business. Instead of starting from scratch, you can choose from a variety of content. This simple process of sorting cards helps you to review your business and reduces the time it takes to plan. You can modify your plan to fit your needs, delegate tasks and set budgets and timings. To help you and your team navigate areas that you are less familiar with, tips are included at each step in your plan. Planning and following through are key to a business's success. Your business will run more efficiently and profitably if your team is focused on their priorities and has full visibility over their progress. *Journal of Management Studies USA; Cranfield School of Management, Warwick

XLReporting allows you to create reports, budgets and forecasts online. You, as a controller or accountant want to automate the budget process by connecting data sources and consolidating budget submissions from users. You can manage permissions and control the workflow. You can also see the history of changes and the status of the process at all times. You can create your budget models using a built-in Excel spreadsheet editor. You can have a familiar environment while still having the power of a database. - Create your own business structure - Import your data using 30+ connectors (QuickBooks. Sage. Exact. Excel. Analyze your data. You can choose from over 30 visualisations to create automated reports. You can publish or share your reports from a dashboard. Connect to your source. Automated consolidation Take confident decisions

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Elate is the first strategic planning software designed to help SaaS companies communicate and align their visions, track performance, and keep them on track. Your strategic plan should be clear and not confusing. Establish a company vision to guide your direction and make it easy to evaluate, implement, measure, and report on the objectives that will help you reach your goals. Transparency is key to a strategy plan that evolves with your company. You can encourage collaboration between departments and teams to achieve your goals. Focusing on what is important is key when you are growing your team. You can set up notifications and alerts that give you visibility into key company goals and remind your team members to keep track of progress. Elate gives you the tools to prioritize your company's strategy with utmost precision. Elate allows you to create your executive scorecard, review and manage your objectives, and even create action items.

Keto Software offers innovative solutions for strategic portfolio management that are no-code. They combine artificial intelligence with advanced analytics to boost business agility and transform decision-making. Keto AI+ Platform gives organizations deep insights into their operations. This allows them to align projects to strategic goals, optimize resources, and accelerate project completion. The platform is designed for ease of use and supports dynamic scenario analyses, visual data representations, and automated workflows. This makes complex data analysis available to all users. Keto Software helps companies navigate the challenges of digitalization, ensuring that strategies are executed efficiently and effectively to drive growth and competitive edge. Keto Software provides the tools necessary for success in the fast-paced digital world.