By business need
Financial operations software
Define accounting and financial management requirements alongside resource planning with Financial Management and Enterprise ERP from Umbrella IT.
The enterprise problem
Start with the operating problem.
Finance needs dependable information and clear responsibilities across the organisation. Selecting a platform starts with the accounts, entities and planning needs your team must support.
The finance team's remit
Financial Management focuses on accounting and financial management.
The wider business plan
Enterprise ERP supports resource planning across multiple entities and locations.
Requirements before assumptions
Agree the required reports and exchanges explicitly rather than treating every accounting feature as included.
In practice
Where each product fits.
An illustrative operating model, not a customer case study. Product combinations and any cross-system handovers are agreed during scoping.
- 01
Plan
Enterprise ERPSet the resource-planning scope across the relevant business entities.
- 02
Account
Financial ManagementSupport the finance team's accounting and financial management work.
- 03
Review
Financial ManagementReview financial management and reporting requirements with the team during discovery.
Relevant products
Distinct roles. A considered combination.
- FINFinancial Management
Accounting and financial management for finance teams.
- ERPEnterprise ERP
Resource planning for multi-entity and multi-location businesses.
Before a proposal
Bring the requirements that matter.
We use your real operating requirements to define the demonstration, configuration and delivery scope.
- Which entities and accounting responsibilities are in scope?
- What reporting and approval requirements must be demonstrated?
- Are tax, bank-feed, consolidation or currency requirements material to procurement?
Continue exploring
The wider operating context.
Related solutions
Next step
Discuss your operating requirements.
Bring a real process, a record or a planning challenge. We will assess the relevant products and agree what a tailored demonstration should cover.