To use Smart Planning, the following prerequisites must be met:
A company, not a company group, has been selected.
Bank accounts are connected and transactions are available.
For a reliable forecast, at least 6 - 12 months of transaction history should be available. 12 months or more are recommended to detect fluctuations within the year.
The transactions should be mapped as completely as possible.
The user role must allow access to cash flow planning and the creation of plans.
Creating a plan is possible on a tablet or desktop.
Note: If there is not yet sufficient transaction data, a reliable AI forecast cannot be calculated yet.