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Financial Management

Planon Financial Management is one of the four capabilities in Planon Universe for Service Providers.

The Financial Management solution gives you the tools, insights and information to continuously evaluate and analyze the financial and commercial performance of your contracts. This information helps you to identify extra work, avoid budget overruns in actual projects and calculate competitive and profitable sales prices for new customer contracts. Internal performance benchmarking of contracts and projects allows you to search for continuous improvement in operations. By having all customer contracts, additional requests and work order information in one integrated system, you are assured of correct, complete and timely billing through a seamless integration with your financial system.

“The Planon solution has helped us to transform from heavy manual processes with high failure rates to much faster and cheaper automated processing.”

Mark Koh - JTC Corporation Singapore

Manage and evaluate commercial contracts

Manage and evaluate commercial contracts

With this solution, you can automatically apply and evaluate contractual terms and conditions, review progress on your contracts, identify opportunities for extra work, monitor budgets, create cost price versus sales price overviews and identify topics that need specific communication or fine tuning with your customers. You can also create reports and dashboards for customer communication and internal audits.

Reduce invoicing errors with automated calculations

Reduce invoicing errors with automated calculations

After work is completed, this solution automatically calculates the correct sales price based on contractual pricing agreements for services, hours and materials. It also considers special pricing arrangements such as lump sum amounts or standard deductibles.

Integrate with any financial system

Integrate with any financial system

This solution supports a seamless two-way integration with any financial or accounting system to ensure fast and correct invoicing and financial control. Invoice data is exchanged real time or periodically with your financial system and status updates are returned to this solution. The integrations are based on standard technology like web services and therefore easy to maintain.

Learn more about Planon Universe for Service Providers

Brochures | 11/14/2017
Brochure - Planon Universe for Service Providers

Planon Universe for Service Providers accelerates your business with targeted software that makes service offering, planning, execution, monitoring and billing more efficient, scalable and transparent with extensive process automation and seamless integration. 

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News | 09/18/2017
SPIE Deutschland & Zentraleuropa enhances operational processes with Planon software

Planon announced today that SPIE is one of the first German customers for Planon’s software solution specifically for commercial service providers. 

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Demos | 08/01/2017
Request your personalized demo of Planon Universe

Meet with a real estate and facility management specialist to discuss your business needs and discover if Planon’s software solutions are a good fit for your organization. 

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