for Financial Budgets, Plans, Reports & Consolidations

Performance Canvas Financials

Performance Canvas Financials is a complete FP&A solution that is ideal for organizations looking for a long-term solution to improve their financial reporting & analysis, budgeting & planning, financial forecasting, and consolidation. This solution also comes with dashboarding, KPI tracking, and scorecarding capabilities.

This capable on premises solution enables your organization to respond to market stressors quickly and effectively by radically improving the way your financial planning & analysis is executed.

It streamlines and automates the time-consuming, error-prone tasks of your finance team so that they can spend more time on analysis and insight formation.

Instead of taking several weeks or months to implement an on premises solution, Performance Canvas Financials can be up and running in just 40 hours or less.

Why Choose Performance Canvas Financials?

Reduce Budget cycle time by 50-90%

Performance Canvas Financials delivers best practices in your entire budget process that allows you to cut your budget cycle time by 50-90%.

Remember those reports that take long to create? They can now be done from scratch in just a few minutes. Do you need to consolidate? All that is now automated. These are just few of the many man hours you can save with Performance Canvas Financials.

Intelligent workflow

Performance Canvas Financials is workflow driven in order to ensure structure in the entire process. It also affords your organization transparency so you can clearly see the bottlenecks in the process in order to immediately address them.

You can see pending, submitted, and approved tasks easily with their respective person responsible.

Enhanced team Collaboration

Performance Canvas Financials has features within the tool that encourages team collaboration. For example, if you want to make comments on specific figures, you can easily do that.

There is a versioning capability so that you are guaranteed everyone is working on the latest version and you can even highlight specific cells only and send that out with comments for approval or checking.

Easy to navigate and use

One of the best things about Performance Canvas Financials is that it is sleek looking and very easy to use. It is designed in a way that makes sense for an everyday working accountant.

User types to fit the way you work

Do you need some people to access the tool only once or twice a year? Do you want some people to just read the reports? How about for others to make changes to the budgets?

Do you need some people to access the tool only once or twice a year? Do you want some people to just read the reports? How about for others to make changes to the budgets?

Frictionless Systems Integration

Performance Canvas Financials is system agnostic so it can integrate with any ERP system you are running on. It can also integrate with any of your line of business systems to make sure you can tie and maximize all your technology investments better.

Secure and Comprehensive

Performance Canvas has multiple layers of security to ensure your data is protected. It has server security, cell security, and role-based security. There is no going around its comprehensive security.

List of FP&A Capabilities

  • Enter your budget or forecast in Web or Excel
  • Actuals vs Budgets comparisons
  • Unlimited number of scenarios
  • Rolling forecasts and live forecasts
  • Dynamic periods
  • Drill up, down, and through capabilities
  • IFRS, GAAP support with COA mapping
  • Multiple user authorization and security levels
  • Compatible with Mobile, tablet, PC, MAC
  • Easily edit and maintain FP&A COA hierarchies
  • Easily modifiable Preferences setup
  • Automatic submissions across the entire platform
  • Simplify and control data entry through pre-set business rules
  • Unlimited number of budgets
  • Supports unlimited number of entities
  • Driver-based budgeting
  • Excel reporting and sending of reports via email
  • Financial and operational modeling
  • Self-check mechanism
  • Sleek looking and modern user interface
  • Easily modifiable user access
  • Drag and drop report wizard
  • Easily modifiable Preferences setup
  • Over 30 ready-made budget report templates available
  • Functionality to easily review pending and submitted tasks
  • Full Excel capabilities enabled: conditional formatting, formulas, cell references, charts, calculated fields

Minimum System Requirements

Microsoft Excel 2010 or later

a. 32 or 64 bit version

b. Microsoft Excel must be license activated (trial license is too limited).

Minimum physical memory available to Excel

a. 2 GB RAM (32-bit)

b. 3 GB RAM (64-bit)

Windows 7 or later


Any modern browser

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The familiar MS Excel interface makes financial analysis easier with predefined formulas saved securely in the server. No more formula-related errors! 


Easily create custom spreads and setup the rules according to what you need.


Work with multiple systems and easily change structure views using drag and drop features. 


View reports and balance sheets with the familiar MS Excel interface. See the menu? That will change depending on user access.


Create great looking visual dashboards and reports - change colors, graph types, and modify layouts like how you do it in MS Excel. 

NCAB Group - Customer Review


Understand Your Business

Performance Canvas Financials (pcFinancials) lets you streamline your business workflow, manage security and accessibility among your users, and organize your data the way you want it to be. Slice, dice, and analyze the data confidently without the fear of inaccurate information.

Experience dynamic real-time reporting with automatic flow of metadata changes and interactive drill-down investigate features. Use our report wizard and templates as starting point.
Configure your budget process to fit your workflow. Set up areas of responsibility from submitters to approvers based on your organization. You get a full role-based menu based on the user’s accessibility. Manage task assignments with full traceability and full role based security implemented in the OLAP cubes.
Create any spread methods based on history, trends, and depreciation then publish to your users.
Work with multiple systems from multiple companies including manual changes and excel sources. Easily change structure views using drag and drop features.

Get Answers to Your Questions

Performance Canvas Financials (pcFinancials) is built with business intelligence capabilities such as dashboards, analytics, and advanced reporting features bringing users a seamless business workflow to any finance department in any industry – straight into your Excel workbook!

Do driver-based budgeting, automation of income statement, balance sheet, cash flow, and more. Further enhance the tool’s capabilities with additional modules.
Use standard time related features such as Previous Year, Previous Period, and more. Do Budget Initialization or Salary Tax Calculations. You can also easily specify any formula or calculation to create budget values like what you usually do in MS Excel.
Do multi-dimensional profitability analysis and enable full virtual P&L by customer, product and more. Answer questions like “Who are your 10 most profitable customers?” for better insight and focus in your business planning process.
Create local or published reports without IT support. pcFinancials has a powerful built-in functionality that integrates with MS Excel, MS Word, and Sharepoint.

Make Well Informed Business Decisions

Performance Canvas Financials (pcFinancials) is built to make it easier for you to visualize data from various systems in real time. Use built-in templates or create custom reports, spread methods, and configure business rules based on your business needs. Gain deeper insights to make better business decisions.

Easy to compare actuals with budget or forecast values. Standard mapping follows IFRS standards to give a very quick starting point.
The CAPEX business rule assists in automating budgeting of Capital Expenditures. Other automation rules include Balance Sheet and Allocations, and Statistical Accounts.
Re-forecasts are easier based on real-time information of current trends and market conditions. Simply change your key business drivers with most impact and know the bottom line.
Performance Canvas Financials (pcFinancials) supports many forecasting methods (Qualitative, Data Driven, Forecasting Stages), determine Margin calculations, and do Sales analysis from Quote to Cash.

Want more info about pcFinancials?
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What Our Customers Say

We think DSPanel under-promised but over-delivered when it came to the effort exerted in supporting us and in making sure we had ease toward product acceptance.
best budgeting software
Gidget LimFeruni Operations Director and ERP Project Manager
The reporting editor is logical and easy to use. It’s a tool for everyday working for somebody that is an accountant, not dealing with how the technical things work.
best financial software
Margus LutsojaGroup Chief Accountant, Gunvor Group
It´s really not just a budgeting tool, it is a modeler. It shows that you can model business, you can model products - and that’s what we’d like to do.
financial planning software
Terri McCrackenFinance Manager, Friendly Society Private Hospital