Simplify and automate financial planning processes
Budget, forecast and consolidate financial data with
Corporate Performance Management software
Take control over all
your financial processes.
Move beyond Excel and consolidate all your financial data in a single solution for budgeting, forecasting, planning and reporting.

For every finance function
Budgeting & Planning
Budgeting - Create accurate budgets with less labor and improve your bottom line.
Personnel Planning - Get the control you need to analyze employee costs and personnel data.
Sales & Revenue Planning - Create flexible forecasting scenarios to drive revenue.
Project Planning - Link project plans to corporate plans and forecasts.
Cash Flow Planning - Provide executives with the ability to understand financial performance and cash position.
Capital Expense Planning - Integrate detailed capital asset costs into your planning process.
Integrated Financial Planning - Aggregate all your company's planning data in one place.
Reporting & Analytics
Self-Service Interactive Dashboards - Get self-service dashboards and visualizations
Ad-Hoc Reporting & Analytics - Monitor performance and drill down into data with easy-to-create reports
Automated Report Distribution - Securely share reports with stakeholders
Visual Analytics - Seeing is believing. Bring your data to life and watch its behavior.
Profitability Analysis - Discover which products, services, channels or customers your should maintain, adjust or discontinue.
Financial Consolidation
Manage multiple legal entities, intercompany eliminations, various regulatory reporting requirements, mergers and acquisitions, foreign currency translations, expense allocations and more.
Single interface
Simplifed workflow
Full and partial ownerships
Enhanced currency conversions
Workflow & Automation
Automation - Automate repetitive business processes to run logically and consistently.
Direct Data Integration - Bring all your data from multiple sources into one place. Stop consolidating with Excel spreadsheets!
Workflow & Collaboration - Easily assign tasks and streamline approvals and collaboration from stakeholders.
For every finance role
Financial Analyst
You are on the frontline of your organization's finance activities. You conduct day-to-day tasks with tight timelines and limited resources. Stop relying on disconnected data sources and Excel sheets, and start consolidating info in CPM.
Financial Controller
You prepare reports summarizing your organization's financial position for senior management, auditors, agencies and shareholders. Your reports are held to an extremely high standard - and it's all made easy with CPM software.
Manager / Director
You do more than prepare financial statements. You need to find ways to maximize profits and recommend cost reduction strategies. Get the insight you need with CPM software.
CFO / VP of Finance
You are accountable for your organization's past and present financial situation, but are also the architect of its financial future. Identify the most impactful projects with CPM.
On-demand Demo
Take a coffee break and see CPM software in action.
In this recorded demo you'll learn how to:
- Manage company performance with self-serve dashboards
- Use KPI analysis to identify trends
- Easily migrate data from multiple sources into a useable format
- Automate and distribute financial reports to a wide audience
- Remove manual steps that typically burden IT
How do we do it?
As a business solutions implementation partner, we deeply understand the nature of your data, where it lives and how it can be used to drive performance. We implement Corporate Performance Management (CPM) software, integrate it with your data sources and help you build reports and insights to drive business performance today and tomorrow.
Requirements planning
and implementation
We align all stakeholders and focus on transparency throughout every project. Before beginning your implementation, we will ensure the project meets your goals and organizational needs.
Integration
We can help you integrate your existing financial, operational and customer engagement software data into your CPM solution and get you up-and-running with minimal disruption to your everyday operations.
Reports, Insights and Metrics
Our business intelligence and reporting experts can help you identify the Key Performance Indicators (KPIs) and other metrics to design reports and uncover meaningful insight, all in one place.
Support and training
After your team is up and running on your solution, you can count on Turnkey for strategic guidance, technical support and educating your users with hands-on training.
100% Focused on Your Success
“Turnkey Technologies was a fantastic partner in our conversion to Microsoft Dynamics GP. They continue to be a
valuable resource as we continue to improve our financial reporting.”
- CFO, Benjamin F. Edwards & Co.
"We tried for years to locate a partner and solution that would handle our needs but we always hit roadblocks. Turnkey got us past those road blocks with a 'We Can!' attitude and a drive to meet our needs."
- Controller, DNA Genetics
"The Turnkey team understands every aspect of our business; what we do, where we are, where we want to be, and how to overcome potential challenges to getting there. Their innovative solution and commitment to supporting us has made a huge, positive difference in how we provide our services."
- VP of Operations, EMSAR
“It would be difficult to justify the overhead cost of hiring an in-house developer,
so by working with Turnkey we reap the benefits of having a Dynamics GP expert available when needed.”
- Director of Finance, Missouri Baptist University
"The Turnkey team is guided by a positive attitude rooted in accountability and tenaciousness. Anytime there was a challenge, they were able to make things work. Their success in this project is thanks to their ability to evaluate our processes and come up with more effective solutions. We are very pleased that they were able to adapt to our needs.”
- Controller, Synergy, LLC
"The Turnkey team has years of experience, and transparently communicates which of our expectations are realistic and which are far-fetched given our constraints. Thanks to Turnkey's approach and effective delivery, EMSAR doesn't just provide field service; field service is infused into our corporate DNA."
- VP of Operations, EMSAR
"I always have a good experience with Turnkey. They are the jedis. I always feel smarter and in good hands when working with them. We don't have any support without Turnkey and they're always available to steer us straight when we're in trouble.
- Tim Day, Domaine
“There were days when our Turnkey consultant was onsite from 5:00 a.m. to 8:00 p.m. We have always been pleased
with Turnkey’s thorough work and devotion to our business. They really care about our overall success."
- Director of Technology, Volpi Foods, Inc.
“Our accounting processes have improved thanks to Turnkey being adept to proactively recommend improvements.
Our IT department just doesn’t have the accounting experience necessary to support our team this way.”
- Controller, Missouri Baptist University
"The Turnkey solution has allowed us to focus on providing superior value to our customers by enabling us to spend more time improving our product and our service. Turnkey's expertise and creativity developed a leading-edge system that customers have embraced, improving their effectiveness as well as ours."
- CFO, DNA Genetics
"With Microsoft Dynamics GP and expert guidance from Turnkey Technologies, we've transformed a
two-week project to a project accomplished in one business day."
- Finance Manager, Benjamin F. Edwards & Co.
"Turnkey's team is very responsive and patient. Throughout a project, we get many stop and go's from management, and having flexibility from Turnkey helped us in getting initial information and waiting for the green light to start moving."
- CRM Administrator, ABC Laboratories
"From the very beginning, we knew we had made the right choice with Turnkey Technologies. Because they took the time to evaluate our processes and find better ways to do things, we have been able to become more efficient. Their credibility and follow-through truly make them stand out."
- Controller, Synergy, LLC
“If we have a question related to GP, we know who to go to. The Turnkey team responds quickly to our needs.
If a consultant doesn’t immediately know the answer, they go the distance to find a resolution."
- VP of Finance, Medical Transportation Management, Inc.
"Turnkey Technologies has robust partnerships in place which allowed them to visualize our solution as well as execute it in a way that transformed our business for the better. This innovative, effective, holistic approach to revolutionizing our ordering process has prepared Hoy Shoe Company for doings business in the 21st century."
- CIO/CFO, Hoy Shoe Company
"Turnkey's technical and functional skills with CRM are a great asset. To be able to build our documents and integrate them seamlessly with CRM has made the quoting process more accessible and user-friendly. These improvements are a true testament to the quality of their people."
- IT Director, Santinelli International
Award-winning Partnership
Award-winning Partnership
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