KINETIQ Foresight — Enterprise FP&A, Built Where Your Data Already Lives.
Most financial planning tools sit outside your data. This one doesn't. KINETIQ Foresight for Finance delivers end-to-end FP&A natively on Microsoft Fabric and D365 F&O — connecting P&L planning, cash flow, workforce costs, and capital expenditure in a single governed environment, without the exports, reconciliations, and version conflicts that slow finance teams down.
Available as a D365 F&O implementation via Microsoft Business Performance Planning, or as a fully Fabric-native deployment.
Backed by deep finance and operational expertise, proprietary planning accelerators, and proven Fabric and BPP frameworks — so your financial model is accurate, governed, and grounded in how your business actually operates.
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Your Financial Plans Are Only as Good as the Data Behind Them. Most Tools Make That Harder, Not Easier.
By the Time the Numbers Are Reconciled, the Decision Has Already Been Made.
Every planning cycle starts with a reconciliation exercise — pulling actuals from the ERP, refreshing exports, resolving version conflicts between what finance built and what the business is working from. The plan is stale before the review meeting starts.
P&L, Cash Flow, Workforce, and CapEx Plans Run on Different Numbers.
When financial plans live in separate models — or worse, separate spreadsheets — alignment requires meetings, not models. The gap between what each function plans for is where forecast accuracy breaks down and where decisions get made on the wrong assumptions.
A Forecast That Can't See Today's Data Isn't a Forecast. It's a History Lesson.
If your planning tool can't see what's happening in your ERP right now, it's projecting from yesterday. Every assumption drifts further from reality with each passing week — and by the time variances surface, the window to act has already closed.
Financial Planning That's Connected to Your Business — Not Struggling to Run Alongside It.
Reactive finance manages variances.
KINETIQ Foresight for Finance helps prevent them — bringing P&L, cash flow, workforce, and capital planning directly into your data environment, natively on Microsoft Fabric or D365 F&O via Business Performance Planning, so your plans reflect what's actually happening and alignment across finance and the business happens in the model, not the meeting.
One Planning Environment. Connected to Every Number That Matters.
Financial Planning connects directly to your ERP, operational data, and actuals — so every plan starts from a single, trusted source. No disconnected systems. No conflicting numbers. No reconciliation between what the system shows and what the plan assumes.
P&L, Cash Flow, Workforce, and CapEx Plans That Speak the Same Language.
Revenue, cost, headcount, and capital plans built on the same data foundation — so every function is planning from the same model, not reconciling after the fact.
Forecasts That Update as Conditions Change — Not When Someone Remembers to Export.
Driver-based forecasting connected to live ERP and operational data means variances surface as they develop — not at month-end close. Your finance team spends less time rebuilding the model and more time using it to make decisions.
Built for Planning That Shapes Reality.
Deep finance, operations, and Microsoft platform expertise. Proven Fabric and D365 F&O frameworks. Backed by proprietary planning accelerators, pre-built models, and native BPP delivery — built to connect every planning input to a single version of the truth, automatically.
Your Plan Lives Where Your Data Lives.
No separate planning tool to feed, reconcile, or keep in sync with your ERP
Planning connects directly to the financial and operational data your business already runs on
Works with your existing Microsoft environment — whether you're on D365 F&O, Fabric, or multi-ERP
The plan starts from actuals, not from the last export someone remembered to run
Full P&L, Cash Flow, Workforce, and CapEx in a Single Model
Revenue, cost, headcount, and capital plans built on the same data foundation
Every planning dimension connected — not siloed by function or system
Finance, HR, and operations work from one version of the plan, not three that need to be reconciled
Alignment happens in the model, not in the meeting
Rolling Forecasts That Update From Live Data.
Forecasts connected directly to ERP transactions, actuals, and operational signals
Plans update continuously — so the forecast your team is working from reflects today, not last week
Variance between plan and actuals visible in real time, not at month-end close
Driver-based forecasting so the model responds to what's actually moving the business
Scenario Planning at the Speed of the Business.
Model interest rate changes, headcount scenarios, demand shifts, and capital timing before committing
Multiple scenario versions maintained simultaneously — compare outcomes side by side
What-if analysis runs against live data, not a static snapshot
Decisions made with current numbers, not last quarter's assumptions
Governed Plans. Auditable. Without Spreadsheet Chaos.
Controlled planning workflows with role-based access and approval routing
Full version history — every plan change tracked, every assumption documented
Governance applied to planning data, not just reporting data
Excel remains available for input and review — governed, versioned, and connected to the plan rather than running parallel to it
From Disconnected Spreadsheets to a Living Plan. In Weeks, Not Quarters.
Define
We align on planning scope, use cases, and model architecture — identifying the data sources, planning dimensions, and forecasting drivers that will govern everything built in subsequent phases.
Connect
We integrate ERP, Fabric data, HR, CRM, and financial systems into the planning environment — establishing the data flows, actuals feeds, and dimensional structures that make the plan trustworthy from day one.
Build
We configure P&L, cash flow, workforce, and CapEx planning models, forecasting logic, scenario frameworks, and approval workflows — tested against real data before any user touches the system.
Activate
We go live with governed planning workflows, user training, and adoption support — and establish the cadence for rolling forecast updates, scenario reviews, and continuous model improvement.
KINETIQ Foresight for Finance establishes the planning infrastructure your finance, HR, and operations teams have been missing.
What follows — rolling forecasts, scenario modeling, and connected planning workflows — builds on the data foundation and planning logic we put in place together.
We're not here to implement a planning tool. We're here to change how your organization plans and decides.
Try for yourself
The Hard Questions. Answered Honestly.
Read our FAQs:
What Is Foresight for Finance, Really?
Standalone planning tools are built to operate independently of your data platform — which means integration is always an afterthought, and data is always a reconciliation exercise. KINETIQ Financial Planning is built the other way around: planning lives inside your data environment, natively on Microsoft Fabric or D365 F&O, so the plan starts from actuals, not from an export. The result is a plan your operations team trusts and your finance team can stand behind — without the middleware, the manual refreshes, or the version management overhead.
It depends on what you have. For organizations running disconnected spreadsheets or legacy planning tools alongside Fabric or D365 F&O, this is designed to replace that layer entirely with a governed, connected planning environment. For organizations already using deeply embedded best-of-breed tools, we can complement them — but the honest answer is: if your planning tool isn't connected to your ERP and data platform natively, you're carrying a reconciliation cost that compounds every planning cycle.
D365 F&O or Fabric-Native — Which Path Is Right for Us?
For D365 F&O clients, we deliver via Microsoft Business Performance Planning — a purpose-built EPM product that connects natively to your F&O data, supports Excel writeback, and provides a governed planning layer without leaving the Microsoft ecosystem. For organizations on Fabric without D365 F&O, we deploy a fully Fabric-native planning solution — built on OneLake with Direct Lake connectivity to your financial and operational data. Both paths deliver the same core outcome: planning that lives where your data lives, without the integration overhead of a disconnected tool.
Both can apply — and in many cases the right answer is a combination. BPP handles the structured financial planning and budgeting layer that connects directly to F&O, while Fabric handles broader operational data and planning dimensions. We'll assess your environment during the Define phase and recommend the architecture that gives you the most connected, lowest-maintenance planning environment long-term.
De-Risking the Decision
Yes — and this is one of the most common starting points. We don't require perfect data to deliver value. During the Connect phase, we establish the data flows, actuals feeds, and dimensional structures that make the planning environment trustworthy — starting with what exists today and improving coverage as the model matures. A connected plan built on imperfect data is still more reliable than a disconnected plan built on a manual export.
Most planning transformations stall because they try to solve the data problem and the process problem and the tool problem simultaneously — and none of them get resolved cleanly. We start with a scoped use case, connect it to the data that already exists, and deliver a working planning model before expanding scope. You see value before you've committed to a full transformation.
The Planning Model
Driver-based forecasting replaces static assumptions with live inputs — so instead of manually updating a P&L forecast when revenue mix changes, the model updates automatically because those inputs are connected. The drivers and business logic are defined collaboratively during the Build phase and validated against historical patterns before the system goes live. The result is a forecast that moves with the business, not one that has to be rebuilt every cycle.
Multiple scenario versions are maintained simultaneously — base case, upside, downside, and any business-specific scenarios such as headcount reductions, interest rate changes, or demand shifts. Scenarios run against live data, not static snapshots, so comparisons reflect current conditions. Approval workflows can be applied per scenario, and version history tracks every assumption change across the planning cycle.
Fit and Flexibility
Yes — and cross-entity planning is one of the strongest use cases for both the BPP and Fabric-native paths. We support consolidated planning views across business units and legal entities, with entity-level detail maintained underneath. Finance sees the consolidated picture. Business unit leads see their own plan. The reconciliation between the two is handled by the model, not by a spreadsheet.
End-to-end across every major domain in the Office of the CFO: P&L planning with driver-based revenue and cost models; cash flow forecasting connected to working capital and liquidity; workforce and labor cost planning integrated directly into the financial model; and CapEx planning with depreciation modeling and project-level budget tracking. All four planning areas run in a single connected environment — so a headcount decision flows immediately into the P&L, and a capital commitment flows immediately into cash flow. No manual reconciliation between models. Scope is configured to your starting point and expands over time as the model matures.
The Ongoing Relationship
The model is designed to expand. Once the initial planning environment is live and validated, scope can extend to additional planning dimensions, business units, or use cases — from rolling forecasts to long-range planning to integrated scenario modeling. For organizations that want a dedicated partner to maintain model reliability, manage incremental improvements, and ensure the planning environment stays current as the business evolves, KINETIQ Operate provides ongoing managed services across the full planning stack. Most clients move to Operate immediately post-go-live — it's the difference between a planning model that compounds in value over time and one that gradually drifts from the business it was built to serve.
Ongoing support is available through KINETIQ Operate — our managed services offering that maintains model reliability, resolves issues, and delivers incremental improvements over time. For organizations that want a more active partner driving the planning roadmap and expanding model capabilities continuously, KINETIQ Vanguard provides an embedded team accountable for outcomes across the broader planning and intelligence stack.
Why KINETIQ
KINETIQ is the deepest planning specialist in the Microsoft ecosystem — and uniquely, we work directly with Microsoft's product teams on the delivery of Business Performance Planning and Fabric-native planning solutions. That means our clients aren't just getting a certified implementation partner — they're getting a team that is actively shaping how these products are built and deployed. Combined with deep financial operations and supply chain domain expertise, that's the difference between a planning model that reflects how your business actually operates and one that reflects how a generic implementation assumes it should.
Because the data problem and the planning problem are solved in the same place. Fabric's OneLake gives you a single data foundation that eliminates the integration overhead of connecting a separate planning tool to your ERP and financial systems. BPP extends that into a purpose-built EPM layer with native F&O connectivity, Excel writeback, and governed planning workflows — without requiring a separate platform investment. For organizations already on the Microsoft stack, it's the lowest-friction, highest-integration path to connected financial planning.
Stop Planning Around Your Data. Start Planning With It.
Book a discovery call with our team