From Ledger to Insight: Transform Your Coda Data into Planning Intelligence
Tuesday, 28 April 2026
3 PM BST | 4 pm CEST | 10 am ET
Your Unit4 Financials by Coda ledger gives you a strong, unified financial foundation, but for many teams, planning still happens in a multitude of spreadsheets and disconnected tools. Budgets are often assembled manually across dozens of spreadsheets, and scenario planning, and forecasting takes days of data assembly and reconciliation. FP&A closes that gap.
In this session, you’ll learn how Unit4 FP&A extends your existing Coda investment to deliver faster planning cycles, connected forecasting, and trusted insight, all powered by your single ledger. Built for Coda customers, the webinar includes practical examples and a high-level demo showing how “Coda’s single ledger feeds directly into FP&A’s planning models” to unify actuals, budgets, and scenarios.
Join this webinar to see how Unit4 FP&A and Financials by Coda eliminates friction and saves finance teams time with a natively connected experience:
- Drill Through — Explore the transactions behind the numbers - uncovering underlying data behaviours as standard - discover and understand financial transactional information through a single lens
- Post Back — Write planning data back to your financial system securely and in the right place at the right time. The closed-loop capability disconnected tools simply can't offer.
- Data Synchronization — Pre-configured integration imports financial data, master data, and structures from Coda, and exports planning data back — automatically.
The result: less time navigating systems, more time supporting decisions your business actually trusts.
What we’ll cover:
- How to reduce manual work (including an over-reliance on Excel spreadsheets) with one planning engine.
- How FP&A acts as a natural extension of Coda, not a replacement.
- Key capabilities: integrated financial planning, people planning, reporting, dashboards, and consolidation.
- A phased approach – deploy what you need. Expand when ready.
- Live Q&A with our FP&A experts.
Register now to see how Unit4 FP&A can turn your Coda ledger into a connected planning engine, boosting efficiency, insight, and confidence in every finance decision.
1 Speaker
Name Lastname
Function and companyname
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The Challenge
STANLEY Security, a division of Stanley Black & Decker, offers innovative solutions for safety and fire protection. Growing rapidly in Sweden, the company needed greater visibility into its business operations to make accurate and fast business decisions.
- Professional Services
- 30 locations
- 800 employees
- Based in Sweden
How Did Unit4 Help?
- Broad capabilities and new processes led to fewer systems needed to manage finance
- Centralized reporting for project visibility
- More comprehensive project reporting for better decision-makingn
- One system for time registration and transactions for follow-up, invoicing and salaries
- Mobile time sheets for field staff
- Easy upgrading for cost-efficiency
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Engaging CTAMeet Greg Beaumont: Director of Sales, North America Public Sector
Experienced director of public sector sales with a demonstrated history of working in the computer software industry. Skilled in Business Process, Coaching, Enterprise Software, Sales, and Software Implementation. Strong sales professional with a Post Baccalaureate Diploma in Management focused in Local Government Management from University of Victoria.
Our Speakers
 Oliver Sullivin
Global Head of FP&A, Unit4 |
|
 John Leahy
Senior FP&A Solution Consultant, Unit4 |
Name Lastname
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Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
Name Lastname
Function and companyname
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Chris BrewerGrowth Director - Nonprofit
Matt ChlapekSenior Business Development Executive
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Experienced director of public sector sales with a demonstrated history of working in the computer software industry. Skilled in Business Process, Coaching, Enterprise Software, Sales, and Software Implementation. Strong sales professional with a Post Baccalaureate Diploma in Management focused in Local Government Management from University of Victoria.
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The Challenge
STANLEY Security, a division of Stanley Black & Decker, offers innovative solutions for safety and fire protection. Growing rapidly in Sweden, the company needed greater visibility into its business operations to make accurate and fast business decisions.
- Professional Services
- 30 locations
- 800 employees
- Based in Sweden
How Did Unit4 Help?
- Broad capabilities and new processes led to fewer systems needed to manage finance
- Centralized reporting for project visibility
- More comprehensive project reporting for better decision-makingn
- One system for time registration and transactions for follow-up, invoicing and salaries
- Mobile time sheets for field staff
- Easy upgrading for cost-efficiency
This is element is called Quote. Lorem ipsum dolor sit amet, consectetur adipisicing elit. Molestias officia iste nemo nobis inventore veritatis earum error, voluptatibus voluptatum eius ipsa, repellen voluptatum eius ipsa, repellen.
Name
Title
Download now
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This is an example of general body text. You can make the text in this element center aligned if you so choose, remember to not use center aligned text for longer pieces of text as this makes it harder to read. You can also change the background color of this element to make it stand out more!
Experienced director of public sector sales with a demonstrated history of working in the computer software industry. Skilled in Business Process, Coaching, Enterprise Software, Sales, and Software Implementation. Strong sales professional with a Post Baccalaureate Diploma in Management focused in Local Government Management from University of Victoria.
Want to learn more?
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Successful track record in Canadian government
Helping Canadian government organizations transform since 1999.
Unit4 focus on education
Respond faster to change, improve institutional effectiveness, and increase the value delivered to students and communities.
Perfect partner for school boards
Free your back-office support staff and faculty to do more of what matters: achieving the best in education.
Our Team
Reginald SaulnierServices Engagement Manager
Greg BeaumontDirector Sales Canada - Public Sector
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Successful track record in Canadian government
Helping Canadian government organizations transform since 1999.
Public Sector Industry Model
Unit4 helps public sector organizations boost productivity, reduce costs, effectively plan for the future and improve citizen value.
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Check out our solutions in more detail
Enterprise Resource Planning
Explore how Unit4 can help elevate your organization with an ERP that's right for you, learn more about our ERP solution.
Operational Agility and Intelligence
Discover the architecture that underpins Unit4 ERP, to empower operational agility and robust business intelligence and reporting.
Financial Management
Discover our global accounting system designed for organizations that face constant internal and external demands for change.
Procurement Management
Explore our full procurement system to support, automate, and standardize all phases of your organization’s purchasing cycle.
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The Challenge
STANLEY Security, a division of Stanley Black & Decker, offers innovative solutions for safety and fire protection. Growing rapidly in Sweden, the company needed greater visibility into its business operations to make accurate and fast business decisions.
- Professional Services
- 30 locations
- 800 employees
- Based in Sweden
How Did Unit4 Help?
- Broad capabilities and new processes led to fewer systems needed to manage finance
- Centralized reporting for project visibility
- More comprehensive project reporting for better decision-makingn
- One system for time registration and transactions for follow-up, invoicing and salaries
- Mobile time sheets for field staff
- Easy upgrading for cost-efficiency
This is element is called Quote. Lorem ipsum dolor sit amet, consectetur adipisicing elit. Molestias officia iste nemo nobis inventore veritatis earum error, voluptatibus voluptatum eius ipsa, repellen voluptatum eius ipsa, repellen.
Name
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Download now
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Enterprise Resource Planning
Explore how Unit4 can help elevate your organization with an ERP that's right for you.
Operational Agility and Intelligence
Discover the architecture that underpins Unit4 ERP, to empower operational agility and robust business intelligence and reporting.
Financial Management
Discover our global accounting system designed for organizations that face constant internal and external demands for change.
Procurement Management
Explore our full procurement system to support, automate, and standardize all phases of your organization’s purchasing cycle.
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