Data Panda brings your Visionplanner data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
Visionplanner is a Dutch FP&A and reporting platform from Veenendaal, founded in 1996 and part of the Visma Group since April 2020. It sits one step above the bookkeeping system: actuals come in from Exact Online, Twinfield, Snelstart, Yuki, AFAS and the rest of the Dutch ledger landscape, and out come budgets, rolling forecasts, board reports, dashboards and the SBR-ready jaarrekening. The product is the daily tool of around four thousand accounting and administration firms and the planning environment for roughly two hundred and fifty thousand Dutch SMEs that they advise.
The point of pulling Visionplanner into a warehouse is that the budget and the forecast are too valuable to leave inside one application. Variance against plan, rolling thirteen-week cash, KPI trees that mix financial and operational drivers, multi-entity consolidations across client portfolios all want to sit next to CRM pipeline, fulfilment data and headcount in the same model. In a warehouse, Visionplanner becomes the source of truth for what the business said it would do, and the operational systems show whether it is happening.
Variance, rolling cash and KPI trees on Visionplanner budgets and ledger actuals together.
Let the planning tool keep pace with what the operational systems already booked.
Use Visionplanner history and KPI patterns to score plan risk and write the commentary.
Internal tools on Visionplanner data for people who should not need a planner licence.
A list of concrete reports, automations and AI features we have built on Visionplanner data. Pick the one that matches your situation.
Where is the budget breaking against the operational reality?
Plan from Visionplanner placed next to actuals from the ledger and operational drivers from CRM, fulfilment and rostering. The board sees not only that the variance exists, but which operational lever moved underneath it.
How accurate were the last twelve forecasts the firm signed off?
Each prior Visionplanner forecast scored against what eventually booked, by line and by entity. Forecast quality becomes a measurable thing the partner can improve, not a feeling at the year-end review.
What does the rolling cash position look like across the whole client portfolio?
Thirteen-week cash on receivables aging, payables and recurring revenue, rolled across every Visionplanner administration in scope. The accounting firm spots the client running into a covenant before the client does.
Plan, forecast and actuals on the same model, with variance commentary written against the same numbers everyone else sees. The month-end story is the same one the operational teams already know is true.
Pipeline drivers feeding the revenue forecast in Visionplanner directly. Sales sees how its number lands in the plan instead of finding out at quarter-end that the planning baseline never matched the CRM.
Cost-centre variance per department head, with the operational driver visible underneath. A volume miss reads as a volume miss, not as a cost overrun that nobody can explain.
Exact Online journal totals flow into Visionplanner on schedule, mapped to the planner's chart of accounts and cost centres. The accountant stops re-importing trial balances by hand each month and the variance report runs on whatever is booked at the time it runs.
Yuki ledger movements land in Visionplanner as the actuals layer, with each Yuki administration mapped to its own Visionplanner entity. The Dutch SME on Yuki gets a planning view without giving the accountant a parallel spreadsheet to maintain.
SnelStart bookings refresh the Visionplanner actuals layer per administration, so the SMB owner running SnelStart gets a budget-versus-actual view that matches the books exactly. No more reconciling two systems with slightly different period cuts.
AFAS general ledger and personnel data refresh in Visionplanner together, so the personnel cost variance reads against actual headcount, not against a budget assumption that drifted three months ago. HR and finance read the same number for once.
HubSpot pipeline weighted by stage feeds the revenue forecast in Visionplanner, refreshed weekly. The plan stops drifting from the CRM and the partner reviewing the forecast sees the deals underneath the number, not just the line item.
When the period closes in Visionplanner, the board-pack summary, biggest variances and rolling cash position post to a finance Slack channel automatically. The board reads the headline before the meeting instead of in the meeting.
These are the 2 tables we currently pull from Visionplanner into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.
Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.
You keep the reporting tool you already have. We connect it to the warehouse where your Visionplanner data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Yes. Each Visionplanner administration lands in its own schema with a shared dimension layer for chart of accounts, cost centres and entities. A firm running hundreds of client plans can report per client, per partner portfolio and at firm level without merging exports out of the planner by hand.
Yes. The SBR taxonomy mapping that Visionplanner uses for the Dutch jaarrekening rides along on the journal and consolidation lines, so warehouse reports can roll up against the same statutory line items the planner already publishes. Tax and management reporting stop diverging.
We review your Visionplanner setup and the systems around it. Together we pick the first thing worth building.