Salesforce-native financial planning
Budgeting & Forecasting on Salesforce for Faster Decisions
Plan with confidence. Act on live operational data.
Connect budgets, forecasts, and financial decisions to real-time manufacturing finance and finance ERP workflows inside Salesforce. Give finance and operations one shared view of what is happening now.
✓ Live budget vs actual visibility
✓ Scenario-based forecasting
✓ Finance and operations aligned
Financial Planning Flow
Connected
Live operational data
Sales, inventory, and production feed financial plans.
Live
Budget vs actual
Track performance and identify variances.
Compare
Scenario planning
Model changes in demand, costs, and capacity.
Model
Approved & actioned
Connect approved plans to operational budgets.
Plan
One connected planning cycle. From live data to approved decisions.
Finance
Sales
Inventory
Production
Budgeting
Real-time adjustments
Forecasting
Demand-driven accuracy
Scenario planning
What-if simulations
Axo AI
Planning automation
Move beyond spreadsheets with financial planning and operational execution connected in one Salesforce ERP platform.
The problem
Financial Planning Should Move with Your Business
By the time spreadsheet reports are updated, operations have already changed. Connect plans to the activity that drives them.
The old way
Reactive, Disconnected Planning
✓ Budgets built in spreadsheets and updated monthly
✓ Forecasts disconnected from demand and supply changes
✓ Finance and operations planning in separate tools
✓ Variance reports arriving too late to act
✓ Decisions based on outdated numbers
The Axolt way
A Continuous Planning Cycle
✓ Sales, inventory, and production feed finance in real time
✓ Budgets stay connected to operational costs
✓ Variances highlight where teams need to respond
✓ Scenarios modelled and approved inside Salesforce
✓ Finance and operations work from the same data
Core capabilities
Everything Financial Planning Needs
Build budgets, forecast outcomes, and keep financial decisions connected to your operations.
Real-Time Budgeting
Connect budgets to sales, purchasing, production, and inventory as your business moves.
✓ Dynamic budget creation and management
✓ Department-level budget visibility
✓ Real-time operational cost tracking
✓ Continuous adjustments based on live data
Budgets that reflect what is happening now
Predictive Forecasting
Combine historical performance with live procurement, inventory, and revenue data.
✓ Revenue and cash flow forecasting
✓ Procurement and inventory forecasting
✓ Production cost forecasting
✓ Scenario-based financial planning
Forecasts you can act on
Variance Analysis
Continuously compare actuals against budgets and forecasts to identify financial risks early.
✓ Revenue and expense variance tracking
✓ Procurement and inventory cost variances
✓ Production cost and profitability tracking
✓ Operational spending vs targets
Identify risks before the quarter closes
Integrated S&OP
Bring financial planning together with demand, supply, production capacity, and margin forecasting.
✓ Unified demand and supply planning
✓ Financial impact visibility across functions
✓ Production and procurement alignment
✓ Margin and profitability forecasting
Finance and operations, one data model
Real-Time Reporting & Dashboards
Give finance leaders a current view of performance, connected directly to ERP activity.
✓ Budget vs actual performance
✓ Revenue growth by product or region
✓ Working capital and cash flow forecasting
✓ Inventory valuation and procurement costs
Live financial insight, always available
Governance & Collaboration
Enable cross-functional budgeting across finance, operations, purchasing, and sales.
✓ Role-based permissions and access control
✓ Approval workflows and audit trails
✓ Department-level accountability
✓ Cloud access from any device
Control without slowing teams down
Product experience
See Financial Planning Inside Axolt
From operational activity to decision-ready insight, every step stays connected and visible.
Connected ERP finance
One View of Your Plans and Performance
Live Financial Data
Sales, inventory, and production continuously inform financial plans.
Dynamic Budget Control
Adjust budgets as operating conditions change across departments.
Scenario Planning
Model demand, cost, and supply changes before making decisions.
Real-Time Insights
See current performance across finance ERP, receivables, procurement, inventory, and manufacturing.
Axo AI on Agentforce
AI-Powered Forecasting & Planning Automation
Axo AI helps finance and operations teams model scenarios, identify risks, recommend actions, and automate planning workflows with audit visibility.
Explore Axo AI →✓ Predict forecast risks before they materialise
✓ Identify operational bottlenecks affecting costs
✓ Recommend procurement timing
✓ Detect budget anomalies
✓ Simulate operational scenarios with real data
✓ Automate planning actions with audit visibility
Scenario planning
Understand the Impact Before You Change the Plan
Compare what-if scenarios using operational and financial data, then connect approved plans to operational budgets.
Supplier Cost Increases
Model the margin impact of rising procurement costs before committing to supplier contracts.
Inventory Shortages
Forecast the financial and production impact of material shortages before they reach the shop floor.
Demand Spikes
Model capacity, procurement, and cash flow requirements when demand rises.
Production Delays
Assess revenue and cost exposure when production timelines shift.
Pricing Adjustments
Compare the revenue and margin impact of pricing changes before they go live.
Capacity Constraints
Understand financial exposure when machine or labour capacity limits output.
Connected ERP operations
Budgeting Connected to Your Entire Business
Finance and operations work from the same real-time data model inside Salesforce.
Built for
Operational Industries That Need Financial Precision
For businesses where financial performance and operational decisions are inseparable.
Manufacturing
Align material planning, production costs, procurement, and financial forecasting.
Healthcare & Pharma
Improve inventory forecasting, compliance visibility, and procurement budgeting.
Food & Beverage
Plan for fluctuating demand, perishables, and supply chain costs.
Distribution
Connect plans across warehouses, inventory locations, and regional operations.
Services
Track utilisation, operational costs, project profitability, and revenue forecasts.
Industrial Equipment
Plan for long production cycles, multi-site capacity, and complex procurement budgets.
Why finance teams choose Axolt
Faster Planning. Clearer Decisions. Greater Control.
Connect financial visibility to the teams and operational activity that shape business performance.
✓ Faster forecasting cycles
✓ Improved planning accuracy
✓ Better operational and financial alignment
✓ Real-time cash flow and profitability visibility
✓ Faster response to operational changes
✓ Reduced manual reporting effort
✓ Greater financial control across departments
✓ Salesforce-grade security and compliance
Ready to transform financial planning?
Plan with Confidence.
Act on Live Data.
Unify budgeting, forecasting, inventory, operations, and financial planning in one Salesforce ERP platform.
Finance & operations aligned
Real-time visibility
Guided implementation