Envisage

Satori FP&A is an Australian-based company specialising in Budgeting, Forecasting and Planning for Aged Care businesses in Australia and New Zealand.

Contact

Avron Newstadt

► Director
► anewstadt@satorifpa.com.au
► https://satorifpa.com.au/envisage/
► 1800 728 674

Product: Envisage

Purpose-built Financial Planning & Analysis (FP&A) tool designed exclusively for the Multi-Site aged care sector. Unlike generic budgeting software, Envisage is tailored to the unique funding models, compliance requirements, and operational drivers of aged care providers. It enables finance teams to confidently manage complex government funding structures like AN-ACC, forecast workforce requirements in line with mandated care minutes, and align financial planning with resident care delivery. With built-in analytics, scenario modelling, and real-time variance tracking, Envisage empowers aged care executives to make faster, data-driven decisions that improve financial sustainability and care outcomes

Solutions

• Aged Care Modelling:Specialised financial modelling for the aged care sector.
• FP&A Automation:Streamlining financial planning and analysis processes.
• Financial Data Integration:Consolidating financial data from various sources for comprehensive analysis.
• Reporting Automation:Automating the final stages of financial reporting, including QBR, and 3-way Reports.

Customers Include Apollo Care, Southern Cross Care, Stewart Brown

Turnkey Aged Care Solution for multi site providers

• Out of the box core, with a choice of modules to suit your needs
• Pre-packaged, easily customisable management reports
• Rule-based formulae – AN-ACC, RAD, BCT, DAP, Retention, Liquidity and more.
• Employs a secure central database to increase data integrity and accuracy
• Offered as a hosted solution

Integration into Care Systems and ERP

• Uses the MS Excel environment for set-up, maintenance, report and analysis
• Hierarchies can be automatically loaded from source systems
• Snapshot forecast and budgets
• Minimal maintenance – no specialist IT technical skills required

Finance User Friendly

• Leverages users’ existing Excel skills and knowledge
• Works in conjunction with existing systems, no need to overhaul everyday operations
• Selection of built-in Aged Care industry standard forecasting and budgeting rules
• Automated Monthly actuals upload
• Forecasts updated after Actualising

Complete Financial Forecasting System

• Based around a powerful, secure multi-user, multi-dimensional database
• Greatly reduces the budgeting cycle
• Create ‘what-if’ scenarios to plan for different hurdles
• Multi-currency calculator to reduce challenges that come with dealing with multiple currencies
• A central repository of the organisation’s knowledge and information
• Supports Continuous Forecasting by allowing ongoing forwards projections e.g. 12, 18 or 24 month periods
• Integrates periodic forecasting and annual budget into a single seamless process
• Complete solution for Forecasting, Budgeting, Management Reporting, Cash Flow and Balance Sheet Analysis