If you’re planning for a single business, nonprofit, or standalone organization, the Single Entity Plan is the best choice. If you’d like to add interactive dashboards, custom reports, and AI-powered narrative summaries, choose the Single Entity with Analytics Plan.
If you need to create budgets and forecasts for multiple departments, divisions, locations, companies, or business units and consolidate them into one set of financial statements, the Multi-Unit Consolidation Plan is the right solution.
