Oivalo Oy

Business driven solution for finance Planning and BI tools to enrich data

Services

Oivalo Planning

This web based planning software is a tool for forecasting and budgeting.

Account Manager

Our web tool manages account mappings and P&L formulas between accounting systems and different hierarchies.

Weather Data Hub

Manage actual and forecasted weather data from thousands of observation stations. Then, seamlessly link weather data to your business in a BI tool.

Qlik Partner

Oivalo Oy is an Official Qlik Partner.

Qlik Extension for Profit & Loss Reporting

Visual P&L lookalike reporting in Qlik Sense optimizing Qlik features.

Qlik Extensions - SimpleFieldSelect

An open source extension for all your selection needs using the Qlik Sense SimpleFieldSelect. Download it from Qlik branch or GitHub

Why Oivalo Planning

You have a budgeting model currently in Excel but it is not flexible to handle different budgeting versions, update actuals, compare forecasts, and consolidate numbers from multiple files.

You want to collect and consolidate drivers and planning details from multiple units quickly and easily.

You want to use complex planning drivers

You need to create Profit and Loss planning and more detailed operative planning – Oivalo Planning will combine sales drivers to EBITDA in one planning model.

You want to have budgeting and forecasting numbers as references besides actuals in your reporting system.

Oivalo Planning is easily integrated into any BI tool (Qlik, Power BI, etc) that reads data from REST API. Oivalo has developed a model for Qlik and Qlik extension to quickly set up a professional finance reporting solution.

For Qlik users Oivalo has developed a model with Qlik Sense Extension to quickly set up a professional finance reporting solution.

You are looking for an enterprise-level tool for planning that is giving the flexibility you need in your budgeting process without high starting costs on the project and software itself. With Oivalo Planning you will be surprised!

If interested, ask for demo!

Oivalo planning

Oivalo Planning has three modules

Planning

Driver based Planning - Create plans based on your own KPIs and business logic
Combine business targets and P&L forecasts directly within same driver based planning models

Set targets on daily level

Create easily daily sales budgets directly from monthly forecasts.
Follow operations vs. targets in your BI-tools on day level.

Easy reporting and control

Compare plans to actuals, other planning period, last year in realtime.
Follow and steer planning process, approve plans, summarize multiple units or review planned data on your own reporting structure.

Planning Main features

Multi costcenter - collect data from all costcenters

Multi currency and multi language are supported natively

Multiple planning rounds - Manage easily planning rounds and versions

Fast rolling forecasting process - use previous forecast or actuals as base data for new planning round. Create planning model with

for example 3 months actuals, 9 months forecast

Flexible forecasting model Simple or more advanced forecasting model, you choose! Oivalo Planning supports various driver based

planning schemes and any P&L structure

Reference values Use history values as reference numbers.

User hierarchy for approval flow, versatile commenting. Manage user access rights and hierarchies to show data with correct user easily. No risk for Excel leaking company actuals.

Several planning input methods:

Absolute valueP&L accounts, amount of customers, business days
Driver basedMultiply amount of customers with avarage spend, Plan salaries using hours and hourly salary, Use reference value like number of weekend days in a month multiplied with another value
Percentage planning modelsPersonel side costs with pre defined percentage, product category sales margin as a percent from planned sales, set a cost based on sales
Summary and info rows can be used in the planning model to give user information how for example Gross Margin % will set, how many weekend days are in planning round.
Monthly or annual inputPlan on annual level and distribute values to monhts using pre-defined multipliers, previous year actuals, previous input or evenly. Or change individual month manually.
All numbers are updated realtime!

Easy and fast setup. No X00k€ project and no high annual maintenance costs.

With
  • actuals for reference numbers
  • costcenters structure
  • designed and ready planning model
    -> In most cases this planning tool can be taken in to use in one - two days! Pricing after startup project will be monthly.


Simple integration to BI tools (Rest API).
SaaS - no other IT costs
For controller use: Export planned values to CSV/excel for further analysis

Team

Minna Jokisalo

Partner

Mikko Laine

Partner

Matti Punkeri

Partner

Our Clients