Corporate Performance Management
Analytics Automation
From Manual to Modern
We understand many companies rely on Excel for corporate processes, planning and reporting but you could be doing more with solutions that reduce errors, costs and business risks that manual processes pose. Trust our consultants to show you the best tools to integrate with your system for advanced automation.
Let Waypoint transform your financial data with custom solutions and technology to help automate, unify, accelerate and simplify your reporting. Choose from a flexible cloud, on-premises, or hybrid deployment with options that align with your specific IT strategy.

Corporate Performance Management

Consolidating & Reporting

Modeling

Budgeting & Planning

Solutions available as (SaaS) or on premise in as little as 6 Weeks!
Corporate Performance Management
Our Prebuilt Templates Deploy in Weeks Not Months
Choose a flexible cloud, on-premises, or hybrid deployment with options that align with your IT strategy. Not sure what type of solution you need? Waypoint’s expert data consultants will help you choose the best solution for your needs.
Proven Tools for Corporate Performance Management
Waypoint will help your company simplify and accelerate all your processes in finance through a unified planning, reporting, and analysis solution.
Our analytics experts will help you choose the best systems for your data needs and provide all the services you need to eliminate manual reporting and transform your system into an automated one.


Consolidate Reporting With Automated Systems
The manual ways of Excel can slow down your reporting and increase the risk of errors. Let us help you switch to automated data and analytics systems to consolidate reporting across your business and improve collaboration within your team.
This will help your team improve efficiency and help you close your books faster without errors.
Unlimited Data Models for Financial Excellence
Our unlimited data modeling and operational analytics solutions can be implemented in your system quickly. Our models help you improve the FP&A process and can be customized to meet the needs of a variety of business challenges, such as:
- Headcount planning
- Production planning/forecasting
- Product profitability
- Volume and price analysis
- Allocations
- Sales analytics
With state-of-the-art technology, Waypoint offers data modeling to support your specific business processes and financial planning needs.


Systems to Accelerate Budgeting & Planning
Our prebuilt models or custom models can be implemented in your system to drive better budgeting and planning. Simplify and accelerate all processes in finance through a unified planning, reporting, and analysis solution.
Waypoint will implement and guide you through the entire process with seasoned subject matter experts. Deploy within weeks instead of months utilizing our prebuilt models to enhance financial reporting and budgeting related activities.
Recent News
Our Corporate Performance Management
Partnerships


Planful is the FP&A Platform
for Continuous Planning
ELIMINATE MANUAL PROCESSES
Automate manual financial processes to save time, reduce errors, and move at the speed of business. Complete all of your financial activities and deliverables more efficiently and with less manual effort.
BUILD ROLLING FORECASTS
Use rolling forecasts to replace annual planning cycles so that you can respond to changing business conditions as they happen. Continual forecasting provides more accurate financial plans, increased agility, and optimized financial results.
DRIVE STRATEGIC PLANNING
Leverage data from across the business to drive long-term value and growth. Automate the tedium and manual steps behind the strategic planning process so you can spend more time analyzing and collaborating and less time fighting with spreadsheets.
CONDUCT AD DOC ANALYSIS
Simplify complex ad-hoc financial analysis for both finance and business users. Explore financial insights quickly and with confidence.
A Modern, Unified Platform for Corporate Performance Management
Drive long-term strategy and analyze alternative value creation scenarios. Quickly develop baseline plans for organic growth strategies and potential M&A initiatives.
FINANCIAL BUDGETING AND FORECASTING
Simplify the entry of budget and forecast revisions by leveraging dynamic web forms or the comfort of Excel to instantly create or update the plan or forecast.
DETAILED OPERATIONAL PLANNING
The XF MarketPlace contains a full set of specialty planning solutions that all leverage and extend the OneStream XF Platform.
PREDICTIVE ANALYTICS
Download Predictive Analytics 123 from the XF Marketplace, configure and deploy predictive models across the planning process.




IBM® Cognos Controller
& IBM® Planning Analytics
IBM Cognos Controller streamlines the close, consolidation and reporting process which enables the finance team to deliver data at a strategic level.
IBM® Planning Analytics
provides planning, budgeting, forecasting, analysis and scorecarding in one solution.
- Customizable workspace
- Data integration with SAP, Oracle and other sources
- In-memory analytics
- Predictive insights uncovered automatically
- Flexible, scalable deployment
- Multidimensional scenario modeling
- Powerful Planning & Analysis
- Integrated Scorecards
- Flexible Modeling
Maximize Corporate Finance Performance
Comprehensive planning, budgeting, and forecasting for organizations operating on either an annual or rolling basis
Powerful, driver-based modeling for scenario analysis and to link financial and operational plans
Complete financial consolidation including inter-company eliminations, partial ownership rules, and statutory reporting
Extensive reporting capabilities to enable financial, management, ad hoc, and regulatory reporting

