Increased accuracy.
Decreased burden.

Smart Plan Insights (SPI) delivers best practice software solutions that allow Finance to understand and manage a connected and holistic view of Corporate Business Performance.

At SPI, we stand out through our unparalleled combination of practical financial planning experience and robust technical know-how. Our team of expert accountants leverages this dual strength to expedite the evolution of your financial planning into an advanced, cloud-based system. Partnering with leading software providers, we offer a seamless transition to modern planning frameworks in weeks, not months. Choose SPI for a transformative approach that integrates deep industry insight with top-tier technological proficiency, positioning your Office of Finance at the forefront of efficiency and strategic planning.

CPM software implementation

Corporate Performance Management (CPM) software is essential for enhancing organizational performance, strategic planning, and decision-making. SPI integrates these frameworks with dynamic, cloud-based solutions, focusing on the strategic needs of the Office of the CFO. Our solutions are facilitated by partnerships with leading software providers, ensuring you have access to real-time data, advanced analytics, and dynamic forecasting tools.

Finance transformation

Our service is tailored for FP&A departments seeking to significantly enhance their efficiency, accuracy, and strategic contribution. We provide best practice recommendations and examples to allow our customers to improve their strategic abilities not only through software automation but also through process optimization.


Our comprehensive support packages ensure that customers receive tailored assistance to meet their specific needs and achieve success in their business endeavors. Through a combination of proactive guidance, responsive assistance, and strategic advice, we strive to empower our clients with the tools and knowledge necessary to maximize the value of their investment.

Workday Adaptive Planning stands out as a leading cloud-based financial planning and analysis solution, offering ease of use, comprehensive financial planning capabilities, real-time data insights, collaboration tools, integration capabilities, scalability, and AI-powered forecasting. The platform seamlessly integrates with other systems and scales to meet the needs of businesses of all sizes. Combined with extensive customer support and training resources, it is a preferred choice for organizations seeking to optimize their financial planning processes and drive business growth. We facilitate new Adaptive Planning deployments while also enhancing and modernizing existing ones through upgrades.

With SPI and Workday you gain:


Elevate your strategic planning with data-driven insights that align closely with your organizational goals.


Streamline your budgeting and forecasting processes to save time and reduce errors.

Precision in performance measurement

Implement cutting-edge reporting, scorecards, and dashboards that provide clear visibility into your organization’s financial health.

Seamless communication and collaboration

Foster a culture of informed decision-making through improved data accessibility and collaboration tools.

We stand out in the financial planning and performance management industry by providing rapid and cost-effective deployments that leverage best practice across the Office of Finance.

Expertise and experience

Our team brings together extensive real-world planning experience and a deep technical foundation as fully-qualified accountants, enabling us to transform your financial planning processes rapidly.

Rapid transformation

We specialize in converting traditional financial planning into advanced, cloud-based frameworks within weeks, not months, ensuring your business stays ahead in a dynamic market.


Unlike one-size-fits-all approaches, we focus on customized solutions that directly address the unique challenges and goals of your finance department.

Our comprehensive approach to financial transformation, makes SPI the ideal partner for your financial strategy and operational effectiveness. Choose SPI to transform, equip, and navigate the complexities of today’s business landscape with confidence and foresight.

We have implemented more than 500 projects successfully, with the sole focus of empowering our clients to plan efficiently and enabling them to have the same agility and decision making capability they need to make the best strategic decisions.




Years in

99.7 %


Let’s discuss what we can do for you.

Call today to book a discussion about your vision for how your corporate planning should be and let us help plan a path to get you there.