FP&Automation LLC Reviews & Product Details

FP&Automation is a leading provider of Extended Planning & Analysis (XP&A) solutions, helping organizations unify financial planning, operational strategy, and real-time analytics. By leveraging Power BI, Acterys, and Microsoft Power Platform, we empower businesses to transition from traditional, siloed planning to an agile, data-driven approach. Unlike legacy Enterprise Performance Management (EPM) systems, XP&A extends beyond finance, integrating key business functions such as sales, supply chain, workforce, and production planning into a single, intelligent platform. This enables organizations to align strategies, enhance collaboration, and drive continuous performance improvements. Key Capabilities of FP&Automation XP&A Solutions: Integrated Financial & Operational Planning: Break down silos between finance and other business units. Dynamic Budgeting & Forecasting: Automate real-time scenario modeling with AI-powered insights. Sales & Operations Planning (S&OP): Optimize supply chain, production, and sales forecasting with live data. Workforce & Compensation Planning: Align HR strategies with company objectives using data-driven insights. AI-Driven Predictive Analytics: Enhance strategic decision-making with machine learning and advanced analytics. With FP&Automation, organizations move beyond traditional planning to a connected, intelligent, and automated XP&A ecosystem, unlocking greater agility, scalability, and business impact.

Seller

FP&Automation

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FP&Automation LLC Community

Languages Supported

English, Portuguese, Spanish

Overview by

Khaled Ahmed

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FP&Automation LLC Integrations

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Integration information sourced from real user reviews.

FP&Automation LLC Media

FP&Automation LLC Demo - Revenue Planning with Acterys & Power BI

Build driver-based revenue planning using Acterys and Power BI

FP&Automation LLC Demo - Profit & Loss Analysis with Acterys & Power BI

Enhance and streamline P&L reporting and analytics with Power BI for deeper insights and better decision-making.

FP&Automation LLC Demo - OPEX Planning with Acterys & Power BI

Develop a robust and integrated OPEX planning framework with Acterys and Power BI, enabling data-driven cost management and strategic decision-making.

FP&Automation LLC Demo - Workforce Planning with Acterys & Power BI

Develop a comprehensive and integrated Workforce Planning framework with Acterys and Power BI, enabling data-driven resource optimization and strategic decision-making.

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Ivan G.

Financial Planning and Analyst

Mid-Market (51-1000 emp.)

12/23/2025

"Streamlined the budgeting and forecasting process."

5/5

What do you like best about FP&Automation LLC?

FP&Automation significantly enhanced the effectiveness of our budgeting and forecasting processes by streamlining data collection and automating consolidation across multiple budget owners. This reduced manual intervention, minimized errors, and improved the accuracy and consistency of financial data. It also strengthened governance through standardized assumptions, version control, and auditability, providing leadership with greater confidence in the numbers. Review collected by and hosted on G2.com.

What do you dislike about FP&Automation LLC?

Equally important, the FP&Automation team executed the implementation effectively and with a high level of professionalism. Review collected by and hosted on G2.com.

What problems is FP&Automation LLC solving and how is that benefiting you?

Equally important, the FP&Automation team executed the implementation effectively and with a high level of professionalism. They demonstrated strong stakeholder partnership, clear and timely communication, and a high degree of responsiveness to business needs and feedback. By combining the right technology with a well-aligned and proactive team, we were able to shorten cycle times, improve visibility into key drivers and variances, and shift the finance function’s focus toward strategic insights, scenario analysis, and value-added business partnership. Review collected by and hosted on G2.com.

CG

Christina G.

Director Finance and Accounting

Mid-Market (51-1000 emp.)

7/24/2025

"Empowering Smarter Business Decisions with FP&Automation"

5/5

What do you like best about FP&Automation LLC?

Partnering with FP&Automation has significantly improved our financial and operational efficiency. By automating accounts receivable reminder letters to customers, we’ve seen a noticeable reduction in Days Sales Outstanding (DSO) and enhanced cash flow management. Their use of Power BI for sales reporting has provided our team with real-time visibility into key metrics. FP&Automation's expertise in automation and analytics has been instrumental in driving measurable business improvements. FP&Automation has consistently demonstrated exceptional responsiveness and a quick turnaround time, ensuring our needs are addressed promptly and projects stay on track. They continue to be a valued and trusted partner in our ongoing efforts to drive operational excellence. Review collected by and hosted on G2.com.

What do you dislike about FP&Automation LLC?

We’ve had a seamless experience working with FP&Automation and truly have no dislikes or concerns, they consistently meet and exceed our expectations. Review collected by and hosted on G2.com.

UM

Verified User in Mental Health Care

Mid-Market (51-1000 emp.)

7/18/2025

"FP&Automation Transformed our Business Through Data"

5/5

What do you like best about FP&Automation LLC?

FP&Automation helped our healthcare business transition from manually compiling practice management data through disconnected Excel sheets to viewing the same data in a consolidated, automated, and actionable manner within Power BI. This help has fundamentally changed how our business operates on a day-to-day basis. Our people understand their daily expectations through clear reports, and our managers and executive team receive real-time insights into how our business is performing. I/we highly recommend working with them. Review collected by and hosted on G2.com.

What do you dislike about FP&Automation LLC?

We did not have any significant negative experiences with the team. Review collected by and hosted on G2.com.