CompIntelligence provides comprehensive consulting solutions for both OneStream Software and Equity Compensation, backed by decades of experience and best-in-class technology. Our expert team has a proven track record of success. Empower customers to achieve greater efficiency, accuracy, and scalability is our passion. Schedule a call with us today to so we can get you on the right path.
Introducing CompAnalytics, CompIntelligence's revolutionary software that transforms total compensation planning and forecasting. By enhancing collaboration and data integration, CompAnalytics unites HR and Finance like never before, empowering organizations to align business strategy with operational efficiency. This innovative platform drives workforce retention, streamlines decision-making, and delivers impactful outcomes for both businesses and employees—bridging the gap between strategy and execution in a way that’s never been done before.
At CompIntelligence, we believe the strength of an organization’s financial plan lies in insightful, reliable and predictive solutions. An effective financial planning process provides a repeatable, scalable framework for reassessing data, aligning goals, and crafting impactful capital, operational, and market strategies.
Our financial planning approach focuses on identifying the factors that consistently drive revenue and costs, securing buy-in from stakeholders, and creating streamlined yet controlled solutions. By linking strategic and operational plans with ongoing forecasts and risk/opportunity analyses, we help organizations build planning processes that are both accurate and iterative.
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Empower planners to focus on the factors behind the numbers, rather than simply aggregating the data.
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Maintain alignment between strategic and operational goals with regular updates. Eliminate inefficiency by implementing streamlined and standardized processes to improve planning accuracy.
Leverage OneStream software, a best in class platform to automate and enhance planning analytics.
CompIntelligence offers a suite of solutions to support every aspect of your planning and forecasting. We are a Global Authorized Training Partner for OneStream Level 2 Financial Planning Training & Level 2 Speciality Planning Training
Revenue and COGS Planning
Plan your Sales and Cost of Goods Sold by product all the way to SKU to facilitate Profit Margin analysis.
Balance Sheet/Working Capital Planning
Plan your Assets, Liabilities and Working Capital.
Capital Planning
Track fixed asset expenses – depreciation, maintenance, interest, additions, deletions, and accumulated depreciation – using your existing asset registers.
Workforce and Labor Planning
Plan your Salary, Benefits and Payroll Tax expenses at the named employee level leverage your existing Payroll Registers.
Project Planning
Plan Project expenses (Labor, Materials, Overhead) at the detailed work break down structure level.
Driver-Based Planning
Align resources with strategic goals by planning revenue and expenses using key operational and financial metrics.
Sales and Operational Planning
Create a Consensus Plan by aligning Sales, Operational, and Financial plans.
Rolling Forecasts
Maintain agility by extending or adjusting your planning horizon (e.g., 12 or 18 months) to adapt to business changes.
Risk and Opportunity Analysis
Plan Risks and Opportunities to help identify and mitigate risks and capitalize on potential opportunities.
Financial Planning Process Improvement
Simplify, standardize, and automate tasks to enhance the accuracy and efficiency of the planning process, delivering streamlined and reliable results.
Weekly Sales and Cash Forecasting
Achieve unparalleled precision by planning at the weekly transactional level.
Long-range Planning
Custom Long-Range Planning solutions designed to span 5 to 50 years, with adjustable levels of detail – such as quarterly or annual time periods and account specifics – tailored to meet organizational needs.
Predictive Analytics
Leverage historical data and statistical models to predict future financial performance.
Scenario Planning
Plan multiple business scenarios to simulate different financial outcomes and strategic opportunities.
Sensible Machine Learning
Leverage AI machine learning models to identify your companies’ key triggers impacting financial performance and forecast those triggers to improve planning accuracy.
CompIntelligence offers a suite of solutions to support every aspect of your analysis. We are a Global Authorized Training Partner for Instructor lead OneStream Level 2 Reporting & Level 3 Dashboards.
Executive & Interactive Dashboards
Customize your organization with interactive dashboards supporting financial processes.
PDF or Excel Books
Automate the creation and distribution of reporting books.
Relational Planning & Analytics
Extend your reporting beyond your traditional financial models leveraging OneStream’s BiBlend solution.
Guided Reporting
Enable your end users to create or render reports to review and analyse relevant information.
Modern User Interface
Access the OneStream application via any modern web browser to manage tasks or view dashboards and reports on a tablet or smartphone.
Power BI Connector
Ad-Hoc Query Capabilities
Assist client custom training on the use of OneStream’s Excel-based Quick Views for their ad-hoc query needs.
CompIntelligence helps you get the most value from your software investments and help overcome financial performance and equity compensation challenges.
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