Workforce Planning now available in Yarken

Workforce costs are typically the largest component of IT spend. Yet in most organizations, they are still managed outside the core financial planning process.

Yarken brings Workforce Planning into the platform, connecting headcount strategy directly with financial outcomes.

Plan workforce investments with structure

Role-based planning ensures consistent assumptions across teams and eliminates fragmented tracking.

Align workforce with financial and operational structures

Map workforce plans to accounts, cost centers, entities, and internal structures such as teams, projects, or value streams.

This ensures workforce investments reflect how the business operates, not just how finance reports.

Automatically translate headcount into financial plans

Headcount drives cost. Yarken calculates and distributes that cost across accounts in real time.

Budgets and forecasts are generated automatically, removing manual calculations, reducing errors, and improving financial accuracy.

Govern workforce and financial plans together

Workforce Planning is fully embedded within Budget and Forecast workflows.

Plans move through the same review and approval process, ensuring headcount decisions and financial impact are validated together before commitments are made.

New P&L Report (Account-based)

Yarken introduces a new account-based P&L Report to provide structured visibility into financial performance.

The report supports analysis across Actuals, Budget, Forecast, MTD, and YTD, leveraging account hierarchies to present both detailed and aggregated views.

Key metrics such as Total Operating Expense, Addbacks, and EBITDA are built in, enabling finance teams to monitor performance, analyze variance, and maintain accountability with greater precision.

Ask Yarken enhancements

Ask Yarken continues to evolve into a more responsive and context-aware assistant for financial analysis.

More control during analysis

Users can stop responses in real time, allowing greater flexibility when working with longer or complex queries.

Business-aware responses

Organization-level context can be defined to align outputs with company goals, policies, and cost strategies, making insights more relevant and actionable.

Improved interpretation of queries

Search lookup identifies and resolves ambiguous terms across vendors, applications, cost centers, and other dimensions. This improves accuracy and reduces friction when interacting with financial data.

When multiple matches are found, Ask Yarken can either:

This behavior is configurable from the Search lookup: Ambiguous matches setting.

Model enhancements

Enhancements to Models improve how teams build, manage, and move financial planning structures across models.

Model Portability

Export and import models (including rules and mappings) to support replication, migration, and backup.

Faster model setup

Copy models across models and planning cycles to reduce setup time and maintain consistency.

Flexible publishing control

Cloud spend and planning data can now be published to selected models, enabling better control across planning layers and scenarios.

• You can now select the model when publishing cloud spend or Budget/Forecast data.

• For cloud spend, a default Spend model is preselected for faster publishing. The model also supports unpublish behavior, allowing you to remove cloud spend data by unpublishing it from a specific model.