Financial Planning and Analysis

Managing your financial obligations is essential to ensure adequate funds for programs, services, and staffing throughout the year. Having the right processes and tools allow organizations the agility to adapt to changing business and economic conditions.

At Kona we work with your team to understand existing processes, technology and people to recommend solutions to improve efficiencies, reduce costs, provide flexibility budgeting and forecasting solutions and deeper analytical capabilities.

Flash Reporting

Obtain quick access to key performance metrics for the entire organization. With flexible report layout options and design possibilities, organizations can tailor insights specific to their organizations.

Managing Labor Costs

Labor costs within an organization are one of the largest expenditures to manage. With tailored personnel budget models and analytics managers can better manage these costs and predict future scenarios.

Budget Expense Entry

Enter budget information quickly using built-in spreading methods and track information below the General Ledger Account with Line Item Details that are securely saved within Microsoft Azure Cloud.

Kona specializes in a few of the following FP&A areas:

  • 1. Process improvement
  • 2. Streamlining budget processes
  • 3. Labor planning models
  • 4. Services/programs
  • 5. Combining disparate systems
  • 6. Grant reporting
  • 7. Sponsorship reporting
  • 8. Regulatory reporting

Financial Planning and Analysis software from Solver

Kona has partnered with Solver to deliver Financial Planning and Analysis solutions specific to non-profit organizations. If you don’t have a budgeting and forecasting software, you’re likely doing all of this financial management manually in Excel or similar tools. Accurately planning your finances this way can become difficult, and presenting them to your team? Even more difficult.

Solver’s Financial Planning and Analysis suite provides benefits throughout the organization such as:


  • Empower business users for greater agility: Your finance and operations teams can build and maintain their own reports and budget templates, using a familiar Excel-based design interface.
  • Flexible budgeting and forecasting: Create budgeting and forecasting templates tailored to your organization’s needs, from driver-based revenue models to employee labour and benefit calculations.
  • Reduce reporting errors: provide a ‘single version of the truth’ with a centralized data warehouse, keeping information consistent throughout your reports and budgets.
  • Improve communications among departments: Increase communication and transparency within your team, and gain oversight throughout the budgeting cycle.
  • Integrate data from all your systems: Combine ERP data, CRM, and payroll systems into one centralized data warehouse for deeper insight into your organization.
  • Microsoft Azure Cloud: Leverage the power of cloud solutions


Support your organization’s planning processes through robust features like:

  • Excel design, web delivery: Solver delivers input form design in a familiar cloud-connected Excel interface, while users enter data through a scalable and versatile web portal.
  • Automatic budget spreading: Spread a budget value over the period you choose, including quarterly or seasonal trends.
  • Complete budgeting and forecasting workflow: Design an automatic budgeting and forecasting workflow that passes tasks between your staff members smoothly.
  • Unlimited budget versions: Create as many versions of a budget that you need to get an accurate idea of your financial future.
  • Templates and user-defined input forms: Start with one of our predefined budget templates or create tailored input forms for faster finance planning.
  • Budget in any area and at any level of detail: Add as many or as few details as you need to create the ideal budget for your organization.
  • Input budgets for multiple years, months, weeks or days: When you need to develop repeat budgets, Solver will let you input them for more than one year, month, week or day.
  • What-if analysis and modeling: Through what-if analysis and modeling features, you can test how changes in a value will impact the rest of your finances.
  • Allocations: Define allocations for critical spending areas to improve your ability to stay within budget.
  • Text comments: Clarify your budget workflows, predictions and changes with text comments.

The Benefits of Budgeting and Forecasting Software Tools

When you choose a budgeting and forecasting solution like Solver, you can:

  • Collect real-time, accurate data automatically
  • Compare performance with key performance indicators
  • Increase control of revenue and expenses
  • Track membership, projects or departmental performance in relation to budgets and forecasts Inform your business strategy with robust financial data
  • Tie your organizational strategy with robust financial data