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Plan and tier

What your plan includes, what the IFRS tier adds, how the beta seat works and how to change your plan.

For admins English

On this page
  1. Plans
  2. Tiers
  3. The Features table
  4. Changing your plan or tier

Settings → Plan and tier shows what your group's plan includes today and what the IFRS tier adds. Only admins see it. Nothing on the page can be changed there: plans and tiers are set by CFO Panorama at your request.

Plans

PlanWhat it means
BetaThe beta programme: one year free for the first 100 groups. A beta group has every feature of the platform, the IFRS tier included, until the date shown beside Beta seat.
DemoA sample group or a trial. Every feature, read-only data.
StandardA paying group. What it has depends on the tier below.

Tiers

Every plan includes the Base tier: the combined view of your companies, intercompany reconciliation and eliminations, translation to the presentation currency with the translation reserve, management scopes, reports, budgets, the board pack and the Boardroom.

The IFRS tier adds the work a finance team otherwise does by hand before IFRS figures can be shown:

  • IFRS adjustment journals — company-level adjustments on the adjusted basis (see Adjustment journals).
  • Unrealised-profit rules — fees one company charges another that the buyer capitalises, eliminated each month (see Eliminations).
  • Legal consolidation scopes — a parent and what it controls on a date, with its own eliminations (see Group structure). Management scopes are in every plan.

A page that belongs to the IFRS tier shows a chip IFRS tier on a group without it; opening it explains what the tier adds and how to ask for it.

The Features table

One row per feature, with the tier it belongs to and whether your group has it. (set for your group) beside a row means CFO Panorama switched that single feature on or off for your group, whatever the plan and tier say — for example to keep a feature a beta group used after its seat ends.

Changing your plan or tier

Write to the support address shown on the page and name your group. Pricing is being finalised; until then the tiers are switched on by agreement, and the beta programme is unchanged.

  • Settings and group profileThe Settings page and its cards, and the Group profile — name, plan, currencies, industry and the intercompany matching tolerance.
  • EliminationsThe journals that remove intercompany balances and flows from the group's figures — proposed for you, posted per pair, and kept per ledger for the whole group and each scope.
  • Adjustment journalsReporting-only adjustments and reclassifications for one company, posted on top of its books — shown in Books + adjustments, never written to the accounting system.
  • Group structureWho owns whom, as an interactive chart — pick a company, a holding with everything it owns or a saved scope, and open its report in one click.

Did not find what you need? Write to erik@cfopanorama.com.

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