Managing Accounting and Planning Data

FinancialForce Planning provides a built-in tool that allows you to import the aggregated financial data contained in the FinancialForce Accounting application and use the data to generate budgets and export updated budgets back to the FinancialForce Accounting application.

Data Synchronization tool supports several commonly used modes, for each of which you can make different configurations:

  • Import FF Accounting into Planning as actual data for later comparison with planned data in reports.
  • Import FF Accounting with a shift of periods one year ahead so that the imported data can later be used as initial for planning for the next year.