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Financial Reporting, Planning & Consolidation

Revolutionize your management reporting and create added value. With Finance Transformation 2.0, design your financial strategy and communication to be future-proof and effective.

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Finance Transformation: Future-Proof Reporting

Optimize Management Reporting, Planning & Forecasting, and Financial Reporting & Consolidation with valantic’s comprehensive Corporate Performance Management. Our experts offer tailored solutions for efficient control processes and sustainable corporate performance. Benefit from our expertise in financial management and digital transformation to sustainably improve your business results and advance in the digital competition.

>100

Digital Finance Expert*innen

>200

erfolgreiche Reporting-, Planungs- & Konsolidierungs-Projekte

>20

Awards und Auszeichnungen

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Management Reporting

Do you need clarity in the data jungle? Do you want to make your reporting faster and more efficient and focus on content? Are you looking to introduce a reporting tool like SAP Analytics Cloud or Microsoft PowerBI and at the same time want to implement technical-process improvements?

We support you in aligning your reporting with a structured approach, so you can create real added value for your report recipients.

Feel free to contact our subject matter experts if you want to discuss Management Reporting and learn more about best practices.

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Planning & Forecasting

The demand for agile, intuitive, and rapid control is becoming a constant.

Making Planning and Forecasting simple and effective is one of the central challenges for our clients. It is our passion.

Shape the future and your planning processes with us. In planning projects, we are both your sparring partner and source of inspiration. With better practices and our seniority, we bring a high level of experience and decision-making competence.

To make planning projects successful, we always explore new paths with our clients and do not adhere to rigid methods.

Be inspired by our innovative solutions!

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Financial Reporting & Consolidation

Implementing consolidation strategies in the field of Digital Finance is a complex task. Besides the consolidation technology, it’s essential to understand legacy systems, empower employees, and keep an eye on the implications for the ERP and the overall organization.

Legal and management consolidation systems often form the backbone for providing information to the entire group. However, they have grown historically and are therefore somewhat cumbersome and inflexible. In times of short innovation and life cycles, changes must be quickly recognized, precisely simulated, and reliably implemented.

We support you throughout the entire consolidation lifecycle: From the initial prototyping, through selecting the right software solution, to platform enablement and integration into your IT landscape.

Mehr aus dem Bereich CPM und Digital Finance

Do you want to optimize your financial processes, enhance your corporate performance, and benefit from digital transformation? Then valantic is the right place for you. We offer you smart processes, relevant content, and progressive technologies that improve the control foundation in your company and make it accessible to all relevant stakeholders.

With our solutions, you receive valuable insights that help you measurably increase your performance and grow sustainably. Let’s shape the future of the financial world together.

Learn more about Digital Finance and CPM at valantic.

Why customers trust us

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Case Study

A Strategy for Securing the Future through Digitalization

Together with the client, a traditional aid organization, valantic developed a digital strategy to tap potential, increase the company's value, and improve customer satisfaction. New competitors and technological developments posed challenges. Despite existing willingness, there was a lack of concrete measures and digital competencies. Through analyses and workshops, a digital strategy was developed and successfully implemented.

Learn more A Strategy for Securing the Future through Digitalization
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Case Study

APS Advanced Planning Tool wayRTS improves delivery reliability at motan

motan operations GmbH, an equipment manufacturer for the plastics industry, made improvements at its Isny location with the help of valantic planning, inventory, and supply chain management. Thanks to the introduction of the APS advanced planning & scheduling tool wayRTS (Real Time Simulation), throughput times are much shorter and the company can make delivery promises to customers that are reliably kept.

Learn more APS Advanced Planning Tool wayRTS improves delivery reliability at motan
MAN Energy Solution Zuerich Production planning APS System waySuite

Case Study

APS waySuite at Everllence: Production planning AI-optimized

Everllence (former MAN Energy Solutions) has been using valantic's APS waySuite production planninng system for more than a decade. Thanks to IT-supported planning processes along the entire value chain - quotation, project management, engineering, production planning, procurement, personnel planning, scheduling, supplier tracking, testing and assembly - Everllence achieves exceptionally high delivery reliability.

Learn more APS waySuite at Everllence: Production planning AI-optimized
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Agentic Commerce July 24, 2026

AI in Knowledge Management: Bringing Knowledge into the Digital Channel

It’s 10:47 p.m., the shopping cart is full, but one question remains unanswered. The consultant knows the answer, but he’s no longer available. A company’s most valuable knowledge resides with its employees, rarely in digital channels. Read here to find out how AI makes this experiential knowledge accessible.

AI in Knowledge Management: Bringing Knowledge into the Digital Channel
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Customer Experience July 16, 2026

From Segments to Individual 1:1 Relevance: What Hyperpersonalization Means in Retail

Personalization is high on the retail industry’s agenda, but so far, it has been viewed primarily as a technical capability. AI is currently changing both expectations for personalized experiences and the technical means of delivering true one-to-one relevance. That is what hyperpersonalization ultimately comes down to: personality and context that build trust, credibility, and loyalty.

From Segments to Individual 1:1 Relevance: What Hyperpersonalization Means in Retail
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Artificial Intelligence July 15, 2026

Homework for the Autonomous Enterprise: Architecture, Data, and Processes

SAP Sapphire has refined the vision of the Autonomous Enterprise—now it’s time to put it into practice. Part 2 of our blog series highlights four key building blocks: transparent architecture and agent governance with LeanIX, the path to the cloud, a solid data foundation in the SAP Business Data Cloud, and processes made visible through process mining.

Homework for the Autonomous Enterprise: Architecture, Data, and Processes

Your Benefits

Concept of a holistic Planning & Forecasting Approach

The goal is to significantly advance Planning & Forecasting and to create real added value for corporate management. However, the path to this goal can vary. Multi-year planning, budgeting, and forecasting should not contradict each other and should individually generate the greatest benefit.

Efficient Reporting, Planning, and Consolidation

Experience a new dimension of reporting and planning processes with valantic. Our tailored solutions use leading technologies for legal management and functional reporting. We customize each planning step to meet your specific requirements. In addition, we offer automated consolidation and reporting to optimize and automate your consolidation processes as much as possible.

Software selection for Reporting & Planning with efficient prototyping

We provide a comprehensive market overview, assist in the software selection with a targeted short-list, and support you until the decision is made, knowing that mobile reporting and planning software are keys to modern corporate management. We transform outdated reports into accessible dashboards and guide you with our expertise in SAP and CCH Tagetik to suitable, future-proof software solutions – always focusing on your needs.

Implementation of Planning Solutions and Reporting Systems

New planning elements and technologies require a solid understanding and knowledge of data. We support you in implementing advanced planning and forecasting solutions with Advanced Analytics and integrate transparent reporting systems for measurable added value.

Your Contact

Be inspired by our innovative solutions and ideas, and elevate your corporate management to the next level with us, your partner for Corporate Performance Management and Digital Finance.

Carsten Bork, valantic Partner

Carsten Bork

Partner & Managing Director

valantic Division Digital Strategy & Analytics