Webinar: Data-Driven Planning, Budgeting & Reporting: Simplicity Without the Heavy Price Tag
Discover how to modernize your financial planning and reporting processes without heavy systems or high costs.
Finance and IT teams are under increasing pressure to deliver accurate reporting, reliable data and real-time visibility to leadership, often while relying on spreadsheets and manual processes that are difficult to scale.
In this webinar, Greenstep will demonstrate how modern finance and IT teams are transforming planning, budgeting and reporting using BI Book: our powerful, affordable solution built on Microsoft Power BI and enhanced with AI-driven functionality.
Date: Wednesday, 6 May 2026
Time: 12:00 p.m. UK time, UTC +1 (SE/NO 13:00, FI 14:00)
Duration: 30 min
Who should attend:
- CFOs and Finance Directors
- Heads of Finance and Controllers
- FP&A teams
- Heads of IT and Data
- CEOs and leadership teams seeking better visibility
What you will learn
- How AI is transforming planning, budgeting and forecasting
- Reducing spreadsheet dependency and manual reporting
- Creating reliable, real-time dashboards for leadership
- Connecting financial and operational data in one place
- Integrating with existing finance and business systems
- Implementation timelines and internal resource required
- Typical costs vs traditional BI or EPM solutions
Why attend:
- Improve planning and forecasting accuracy
- Deliver clearer reporting to leadership
- Reduce manual work across finance and reporting
- Provide IT with a scalable, low-maintenance reporting solution
- Implement quickly without major internal projects
- Gain powerful visibility without enterprise BI costs
BI Book is fast to implement, simple to maintain, and integrates seamlessly with your existing systems. It delivers real‑time financial and operational visibility without the cost, complexity or heavy internal resources typically required for traditional BI or EPM projects – giving both finance and IT immediate value.
Whether you are using NetSuite, Business Central, Exact or any other ERP, using BI Book on top of your ERP enables faster, more reliable reporting, real-time visibility into key KPIs, and data-driven, performance-focused decisions.
Exclusive webinar promotion. Three months of BI Book free
All companies attending the webinar will receive three months of BI Book subscription free if they choose to proceed following the session (deal valid all of 2026).
This allows you to experience the platform and demonstrate value internally with minimal risk or investment.
