X4PLAN FINANCIAL CONSULTANCY
AND BUSINESS MANAGEMENT
How We Help Your Company:
X4Plan Ecosystem:
1) INTELLIGENT MAMAGEMENT CONTROLS
We implement customized Management Controls to organize the company's financial data, using Advanced Programming in VBA macros, Python, Artificial Intelligence resources , and other technologies.
2) AUTOMATION OF REPORTS, KPIs AND DASHBOARDS
The Controls generate Strategic Financial Reports, KPIs, and Dashboards for a Clear and Detailed View of the Operation.
3) STRATEGIC FP&A AND DECISION MAKING
With Structured Data, we perform FP&A, Modeling, Budgets, Forecasts, Projections, Strategic Planning, Cost Reduction, and Analyses to Improve Results.
Online Consulting
Consulta OnlineWe'll map your business in detail and identify key opportunities for improvement.
Consulta OnlineWe will understand your needs in detail, present solutions and define projects and services.
Consulta OnlineOrganization of Management Controls, FP&A and Strategic Financial Planning with a Focus on Goals
Organization Management Controls, Financial Analysis FP&A and Strategic Financial Planning SP
Consulta OnlineLet's Organize Your Family's Finances with Security, Strategy, Priorities and Sustainability.
Products & Services
CREATED BY X4PLAN, THE LARGEST DEVELOPER OF AUTOMATIC SMART SPREADSHEETS
SaaS Financial Solutions
X4Planner
In addition to Strategic Consulting and the Creation of Customized Management Controls, X4Plan developed X4Planner, a Financial Planning SaaS that acts as an online CFO.
The X4Planner imports bank statements, performs bank reconciliation using AI, and generates in minutes: Cash flow report, structured income statement, FP&A analysis, KPI panel, and executive dashboards, transforming financial data into strategic decisions for companies seeking agility and precision to evolve their financial management.
About X4Plan
X4Plan is a Financial Consulting firm for Small and Medium-sized Companies with over 25 years of experience in Financial Management Solutions and FP&A Strategic Planning, focusing on Goals and Results.
We organize your business's financial data through a Management Control System in Intelligent and Automatic Spreadsheets, Customized and Interconnected to a Dashboard for monitoring the main Performance Indicators and KPIs.
We automate Treasury Management Processes and Controls to facilitate the creation of multiple FP&A Financial Reports and Analyses. With Organized Financial Control, it is possible to create a Detailed, Structured, and Consistent Strategic Financial Plan, focusing on Achievable Goals, providing direction and support to Management for Implementation.
Roger Carboni
Founding Partner
Testimonials
We have already helped more than 500 companies in the optimization of financial controls and processes, data organization and controls, and strategic FP&A planning.
Marcel Casanova
CM Lawyers
X4Plan's consulting services were crucial to my company's growth and financial stability. I recommend their services to everyone!
Mario Jaramillo
Axis Global Business
Competent and committed professionals! X4Plan exceeded my expectations, helping me optimize my company's finances.
Sergio Ferrari
SF Company
The X4Plan team is highly qualified and always available to answer questions and provide personalized support.
José MA
LFA Lawyers
X4Plan brings solid experience in budgeting, number analysis, and financial reporting. It adds precision and efficiency to spreadsheets and indicators, as well as providing valuable insights for process optimization. Ideal for organizations seeking excellence in financial management.