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A Financial & Operational Planning & Reporting Solution for Retirement Living

Streamline your Planning and Reporting capability. Gain real-time visibility into your Financial and Operational information to improve decision making across the organisation.

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Effortlessly Manage Your Financial and Operational Planning

With a familiar Excel interface, embedded business logic and best practice templates and reports, our solution is easy to adopt and includes everything you need to plan faster and make confident business decisions.

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Occupancy Revenue Planning

Accurately forecast occupancy revenue to drive profits by using bottom-up planning by unit type, level of care and individual or second-person occupancy

Enable Daily Occupancy Planning

Track Daily occupancy by location, funding type, room rates and

Driver Base Planning

See how changes in key drivers such as occupancy levels, room rates and food costs will impact your revenue and expenses

Plan With the Power and Familiarity of Microsoft 365

Easy to use. Fast to Adopt. Our pre-configured solution is built on Excel and the Microsoft 365 apps you already know, such as Power BI and PowerPoint

Self-Serve Reporting and Analytics

Access all your data and quickly gain insights without the help of IT. With Power BI dashboards and self-serve analytics, everyone on your team can identify opportunities to grow revenue or reduce costs.

Variance Analysis

Integrate your actuals with forecasts so you can quickly spot variances, then drill into your data to understand what caused the variance.

Gain Real-time Visibility into Your Data and Processes

Generate strategic insights faster than ever with advanced analytics, AI-powered insights and Power BI dashboards for all your key metrics.

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Ready To Visualise Growth?

Let's have a discovery call. Speak to us about the benefits of modernising your planning and reporting cycles. Spend 15 minutes with us to hear how we have helped organisations and how we can help you.

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