Plan every branch, model every scenario, present to the Board.
All in one platform.
Every MFI planning team we talk to describes the same three problems.
Your team spends one to two months every budget cycle building and rebuilding heavy Excel models. That time should go into analysis, not spreadsheet maintenance.
You cannot plan all your branches in one Excel file. The moment you try, it slows down, crashes, and splits into separate files that no one can combine.
After weeks of edits and reviews, nobody knows which file is the final one. Decisions may get made on the "Latest Final Adjusted" version.
From branch-level budgeting to Board presentation — everything connected and always current.
Plan every branch in one place. Full consolidation across branches, regions, entities, and head office happens automatically. No manual aggregation.
Change one assumption — interest rate, PAR, growth rate — and see the impact on profitability, portfolio quality, and costs across all branches. Base, upside, and downside compared side by side.
Change any assumption at any time — growth rate, interest rate, cost of funds — and every report updates automatically. The CFO and Board always see the current picture, not last week's version.
The Branch Manager sees only their own branch budget. The HR Manager sees only staffing plans. The CFO sees everything. Each user works in their own area — nothing more, nothing less.
Management asks: who changed the loan portfolio assumption in March? With Microplan, you have the answer in one click — who changed what and when.
No open registration. Every user is provisioned by your administrator. Multi-factor authentication and session controls meet financial sector security requirements.
Each client organisation's data is held in a completely separate database schema. Your data cannot be seen by, queried by, or commingled with any other client — at the architecture level, not just at the application level.
Each organisation's data lives in its own PostgreSQL schema. Complete isolation at the database level.
No self-registration. Users are provisioned by administrators. TOTP multi-factor authentication supported.
Every change is logged — who, what, and when. Full traceability for internal and external audit.
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Tell us about your organisation and we will be in touch to show you Microplan and discuss whether it is a fit for your team.