Integrated planning & controlling automation with SAP and Excel
Planning chaos, day after day
Months of planning. Endless Excel spreadsheets. Constant alignment meetings... Many controllers and finance professionals know the frustration: managing budgets and cost centers requires significant manual effort. Even with SAP as the central system, everything eventually ends up back in Excel – leading to errors, wasted time, and a lack of transparency. End-to-end controlling automation? Still a distant goal for many organizations.
Break the cycle:
Automate controlling. Enable integrated planning.
This is exactly where Allevo comes in. By seamlessly connecting SAP and Excel, Allevo enables true integrated planning across your organization. Instead of manually moving numbers back and forth, you can work directly in the familiar Excel interface—with changes instantly posted to SAP.
The result: a fully integrated planning process that automates controlling and takes your finance operations to the next level—with consistent, real-time data.
🏅 Your benefits
No more manual data entry: eliminate copy & paste
Full transparency: one consistent data foundation
Faster financial close: accelerate reporting and planning cycles
What is integrated business planning in controlling?
Integrated planning in controlling brings together all planning activities within one unified system. Cost center planning, forecasting, and investment planning are fully aligned, creating a single, reliable data foundation. This approach increases transparency, improves planning accuracy, and gives organizations greater control over their financial processes while supporting better, data-driven decision-making.
Why SAP–Excel integration is essential for integrated planning
Many companies aim to make their financial planning more efficient and transparent, but controlling teams often encounter limitations in standard SAP environments. Flexible planning, ad-hoc analysis, and simulation scenarios are frequently restricted. While Excel remains the preferred tool due to its flexibility and ease of use, the manual transfer of data between Excel and SAP introduces inefficiencies, inconsistencies, and errors. This slows down reporting, complicates reconciliation, and shifts focus away from strategic controlling tasks.
Integrated, end-to-end planning with Allevo
Allevo eliminates these challenges by directly integrating SAP and Excel. Data remains consistent, up to date, and audit-proof at all times, while users benefit from the flexibility of Excel within a fully integrated SAP environment. Planning cycles, simulations, and real-time analysis can be carried out without system disruptions or manual intermediate steps, enabling a truly seamless and efficient controlling process.
How controlling automation transforms your finance processes
With Allevo, controlling automation becomes a key driver of efficiency and performance. The Allevo cockpit allows organizations to manage different financial objects and automate workflows across the entire planning process. As a result, finance operations become faster, more transparent, and significantly less error-prone. Controllers can shift their focus away from manual data maintenance and instead concentrate on analysis, insights, and strategic decision-making.
Test controlling processes realistically in SAP
Before implementing Allevo, you can test the system based on your specific use case. This reduces risks and allows you to see early on how SAP–Excel integration supports your integrated planning. All functions and automation workflows are precisely tailored to your requirements.
Automated workflows reduce manual financial processes by up to 85 %
Many manual steps are eliminated, processes are automated, and the need for reconciliation in controlling is significantly reduced. As a result, projects run more efficiently and decisions can be made faster.
Standardized view for consistent reporting and clear KPIs in SAP
Allevo ensures consistent and structured reporting directly within SAP. Whether it is budget planning, cost center planning, or forecasting, all data is presented clearly and in line with your corporate design.
Minimal training effort thanks to a familiar Excel environment
Because Allevo is based on a real Excel environment within SAP, teams can start working productively without extensive training. Complex processes are visually structured, making the transition to integrated planning particularly easy.
Seamless collaboration and full transparency in the controlling process
Changes can be communicated quickly using integrated commenting features. Real-time data analysis and a shared data foundation – a single source of truth – enable fast, transparent, and well-informed decision-making while strengthening integrated planning.
Scalable controlling in SAP – from mid-sized companies to global enterprises
Allevo is suitable for organizations of any size. Whether managing multiple cost centers, departments, or projects, the system adapts to your requirements and remains an efficient controlling solution for integrated planning.
What customers say about integrated planning with Allevo
Companies worldwide trust Allevo as a controlling solution for integrated planning and automation. You can find more success stories on our reference page.
🗣 "We can make data live within two minutes, as we now work independently and autonomously from IT. In our test system, we can try out processes and then transfer them to the production system."
➞ Martin Brand, Senior Controller Finance Technology Capex Controlling, Vodafone Germany
🗣 "Allevo enables immediate availability of data within the SAP system."
➞ Michael Schnepel, Global SAP CO Key User, Weidmüller
🗣 "It is definitely a step in the right direction to automate more with Allevo and move away from Excel 'graveyards'."
➞ Inis Laußat, Director Controlling Central, Röchling Automotive SE & Co. KG
Expertise, security, and trust – why Allevo
At Kern AG, we combine over 20 years of experience in the SAP ecosystem with deep technical expertise and proven quality standards, supported by multiple certifications. We are an SAP Silver Partner, SAP certified, and Virtual Forge certified.
SAP Silver Partner/ SAP Certified
As an SAP Silver Partner, we are part of the official SAP PartnerEdge program. This confirms our expertise in the implementation, customization, and support of SAP solutions based on SAP Clean Core standards, ensuring that our solutions are compatible, future-proof, and professionally delivered.
Virtual Forge Certified
This certification represents verified code quality and application security within the SAP environment. It confirms that our custom developments have been thoroughly tested and contain no security vulnerabilities or quality issues. For our customers, this means maximum security, stability, and performance of their SAP applications while meeting the highest compliance standards.
Experience how simple controlling can be
🚀 Allevo transforms complex controlling processes into efficient, automated workflows. Start optimizing your integrated planning today and discover how connecting SAP and Excel can redefine your financial processes. Request your personalized demo or offer now.
The connection is fully bidirectional: any changes made in Excel are automatically transferred to SAP, and vice versa. This ensures that all data remains consistent and up to date at all times.
Allevo implementation is straightforward and typically completed within just a few hours. It involves a simple SAP transport request, installation of the Allevo core component, and configuration of the Excel interface. Once this is done, you are ready to go. Thanks to its SAP integration, no extensive system modifications or dedicated servers are required.
Allevo covers all areas of financial planning and analysis, including cost center planning, internal orders, WBS elements, profit centers, budgeting, forecasting, and reporting. This enables significantly more efficient planning and controlling processes across the organization.
Yes, Allevo is fully compatible with current SAP S/4HANA versions and is continuously being developed further. Updates can be applied easily without interrupting existing processes.
Yes, Allevo supports multi-user environments. Several users can work in the Excel front-end simultaneously, while all data is automatically and consistently synchronized with SAP.
