MODLR
Q&A with Ben

Hesitations About Cloud FP&A : CFO Concerns on Security, Control and Starting Small

Published

A Q&A with Ben Hill, Founder and CEO of MODLR

Moving financial planning into the cloud raises questions that go beyond software. Who can access your numbers? What happens if the system goes down? How much work will the change create for finance? In this Q&A, Ben Hill, Founder and CEO of MODLR, discusses security, control and how businesses can start small.

Executive summary

For CEOs, CFOs and CIOs, considering cloud FP&A means weighing the potential improvements against their responsibility of protecting sensitive  corporate information and keeping finance and the business running without major disruptions.

The decision calls for clear answers. Where will the data reside? Who can access it? What remains the customer’s responsibility? How will the business recover from an outage or retrieve its information if it leaves a given FP&A platform?

Moving to cloud FP&A can also happen in phases. A business can start small with one defined planning process while retaining its existing ERP and other operational systems off the cloud. What you select for that first phase should solve a useful problem, and come with clear controls and measurable outcomes. Expansion of other business areas and processes can move into the FP&A cloud after the first phase has delivered value and savings. This approach paves the way for a business case that supports a wider cloud FP&A rollout.  

In this Q&A, Ben Hill, Founder and CEO of MODLR, addresses customer concerns he hears together with implementation, integrations, AI data use and ongoing costs. His advice is practical: understand the proposed setup, test it against your business needs and clearly establish responsibilities for both parties before committing.

What is in this article: 

Introduction

For businesses still planning in spreadsheets or established on-premises systems, cloud FP&A can feel like a giant leap. Before taking that step, CFOs and finance leaders need to understand what it means for their data, their people and the processes they rely on. They must also justify the move to the board, the CEO, other executives and their own team.

Those questions arise well before a company starts comparing cloud FP&A platforms. Can existing systems stay in place? Can finance begin with one planning process? What needs to be established before sensitive information moves into a new environment?

We put these questions to Ben Hill, Founder and CEO of MODLR. If you have any questions and concerns, feel free to get in touch with the MODLR team. 

To the cloud or not to the cloud - understanding the hesitation

1. Ben, what concerns do you hear from CEOs and CFOs who are reluctant to move financial planning into the cloud?

Their questions usually come back to control, confidence and capacity. They want to know who can access their financial information and whether the numbers reconcile. They ask what would happen if the system goes down. They also want to know what it will cost. Many also express concern about whether their finance team can manage the transition alongside its existing workload. 

For CFOs, the concern is maintaining reliable numbers and financial controls while justifying the investment. CEOs also want confidence that the change will support the business without significantly disrupting critical operations.

Research helps explain that caution. According to Flexera’s 2025 State of the Cloud Report based on more than 750 technical professionals and executive leaders, 84% of respondents identified managing cloud spend as a leading challenge. Although that finding concerns broader cloud use rather than FP&A specifically, it reinforces the importance of understanding ongoing costs.

Data readiness in an organisation matters as well. PwC’s 2025 Global Treasury Survey identified poor data quality as a forecasting challenge for 76% of respondents. Moving a planning process into the cloud doesn't, by itself, resolve problems with the information feeding it.

There is also a practical question: who will do the work? Finance still has reporting deadlines, budgets and forecasts to deliver while people prepare data, test models and learn a new process.

At MODLR, we start with those concerns and the planning problem you want to solve. We review your data, access requirements and existing systems, then define a manageable first scope. You should understand what will improve, what it will cost and what your team will need to do to make it work. 

Our FP&A software selection guide for CFOs provides questions to help structure that assessment.

2. Is cloud FP&A inherently more or less secure than an on-premises system, or does security depend on how each is managed?

That is a common concern. The hosting location alone doesn't tell you how secure a system is. Both approaches need access controls, patching, monitoring and tested recovery arrangements. 

You should ask each provider who operates those controls and what evidence shows they actually work.

At MODLR, our information security management system has achieved ISO/IEC 27001 certification from the British Standards Institution (BSI). See our BSI certification announcement and linked certificate.

Whether you choose cloud or on-premises, your IT team should assess the proposed setup, how it will be managed and what your business remains responsible for.

3. Does moving to cloud FP&A mean replacing existing systems or changing everything at once?

No. You can introduce cloud planning without replacing your ERP, payroll or other operational systems. Those systems can continue doing their jobs while the planning platform uses their information for budgeting, forecasting and reporting.

It is also possible to introduce planning changes in phases. Before committing, check whether the proposed implementation scope and subscription terms support that approach.

At MODLR, we work with you to define what will change in the first phase and what will remain in place. That gives your team a clear boundary around the initial project.

See our data integration guide for how MODLR works with existing systems.

Start small and plan to grow

4. Can a business start with one planning process, department or entity? How should it choose a useful first phase?

Yes. Choose something important enough to deliver value and focused enough for your team to manage. Departmental expenses or a sales forecast for one business unit might be suitable. The right choice depends on your priorities, available data and the people who can take ownership.

Define what success would look like before starting. That might mean spending less time consolidating inputs, producing a forecast sooner or giving managers a clearer view of their budgets. Avoid choosing something so simple that it tells you little about whether the platform can meet your wider needs.

At MODLR, we work with you to define that scope, the people involved and the results you will assess. Whatever you choose, the first phase should deliver a useful planning outcome and give your team experience using and maintaining the solution.

See our FP&A software selection guide for help defining requirements and business fit.

5. Can cloud FP&A work alongside an existing on-premises ERP and spreadsheets? What needs to connect from the outset?

Yes. Start with the data your first planning process needs. Agree which systems supply it, how it will be imported or connected, how often it updates and who maintains each connection.

Finance also needs a way to reconcile imported figures with the source. Decide how missing mappings, incomplete transfers and other errors will be identified and resolved before the information feeds forecasts and reports.

Excel can remain part of the workflow. In MODLR, our Excel Add-in allows authorised users to retrieve model data and submit planning inputs through Excel, while MODLR holds the shared planning model and its controls. Be clear about which calculations remain in workbooks and how those are checked.

See MODLR Excel Add-in: Turn Excel into a front end for connected planning.

6. What needs to be ready before the first phase goes live?

The first phase needs to be ready for the people and planning work that will depend on it. You will need to reconcile the opening data, test calculations and integrations, and confirm that errors are identified and assigned to someone to resolve.

You must also check permissions with representative users. Planning process contributors should be able to enter their inputs. Reviewers should be able to complete approvals. And restricted information should remain inaccessible through reports and connected tools such as Excel.

Your team also needs training, an agreed process owner and clear responsibilities for administration and support. Be sure to confirm backup, recovery and escalation arrangements. This includes what would happen if the system is unavailable near a reporting deadline.

At MODLR, we work through these checks with your team against the agreed first-phase requirements. We configure and test access and workflows and review the results with your users. Then we agree on any outstanding work before setting the go-live date.

See our user management and security guide for access controls and administration.

7. How can a company decide whether the first phase has delivered enough value to expand?

Agree on the measures before starting, so you have something meaningful to compare. Record the time spent collecting inputs, correcting versions, reconciling figures and producing the forecast.

After the first completed planning cycle, compare those measures with the new process. Check whether the numbers reconcile, whether contributors and reviewers can complete their tasks, and how much support they need. Include recurring administration and maintenance work in that assessment.

At MODLR, we work with your team to review those results and gather user feedback. We identify what has improved and where the model, process or training needs further attention. Your CFO, CEO and board can then assess the value delivered alongside the costs and work involved in the next phase.

See How to apply metrics to automation projects for an approach to measuring process improvements.

8. How do you design the first model to support later expansion?

You and your platform provider need to understand the wider plan before building the first part. You don't need to deliver everything upfront. However, shared structures such as departments, entities, accounts and time periods need careful thought. Some later changes will still take work.

In MODLR, we use multidimensional models to connect those business structures. We can build the initial use case around shared dimensions and add planning areas over time. Early design should consider how future requirements will connect to what you build first.

See MODLR Cloud for an overview of the modelling platform.

9. When does a phased approach create extra work or cost?

A phased approach can create extra work if each stage is built separately, using different account definitions, department structures or assumptions. Finance then has to reconcile those differences. Costs can also increase if people keep updating both the old spreadsheets and the new platform without a clear reason or end date.

At MODLR, we plan how the phases will fit together before building the first model. For example, if we start with departmental expenses, we establish account, department and time structures that later workforce or revenue planning can use. Each phase can then extend the solution using shared definitions, with additional model design where needed.

We also work with your team to agree on the checks required before retiring the old process. These might include reconciling totals, testing calculations and permissions, and confirming that contributors and reviewers can complete their tasks. If we run both processes for comparison, we agree on the duration and acceptance criteria upfront, then review the results before switching over.

See Excel replacement for FP&A for considerations when moving core planning beyond disconnected workbooks.

Assessing security and shared responsibility

10. What security evidence should buyers request? What do certifications and audits establish?

Ask for current evidence that applies to the service you would buy. Request certificates and relevant independent audit reports. Check which organisation, services and activities they cover, their dates and any exclusions affecting your proposed environment. Certifications and audit reports serve different purposes, so understand what each establishes.

For example, MODLR’s information security management system has achieved ISO/IEC 27001 certification from the British Standards Institution (BSI). This means BSI has independently assessed that management system against an internationally recognised standard for managing information security risks, within the scope of our certificate.

That is useful evidence, but it doesn't guarantee that an incident can never happen or establish that every customer configuration is secure. Read the certificate’s scope and assess how the controls apply to your deployment.

At MODLR, you can ask us to demonstrate relevant access controls and audit capabilities, explain the hosting arrangements and provide evidence supporting recovery and incident-management processes. Your finance and IT teams should also test configured permissions and understand which responsibilities remain with your business.

For more detail, see our BSI certification announcement and linked certificate, user management and security guide and MODLR Cloud overview.

11. Who is responsible for protecting the data once a company adopts cloud FP&A? Where do the FP&A platform’s responsibilities end and the customer’s begin?

Responsibility is shared between the infrastructure provider, the software provider and your business. The exact division depends on the proposed environment and service agreement.

The infrastructure provider typically manages the physical facilities, hardware and underlying infrastructure. The software provider manages its application and the parts of the environment covered by its service. Your business remains responsible for its access decisions, users and internal processes.

Make that division clear before going live. Who patches each component, monitors security, manages backups, tests recovery and responds to incidents? Each responsibility needs an owner, including where one party’s work depends on another’s.

At MODLR, we manage the platform and agreed hosting responsibilities. For our managed cloud service, that includes platform updates and patching, managing the application environment and monitoring platform availability. Our infrastructure provider manages the underlying infrastructure within its service scope.

Your business approves who should have access. We work with you to configure permissions, while your team reviews access as roles change and removes it promptly when people leave. Your team also needs to protect devices and credentials, validate loaded data and follow its approval processes.

We record the backup, recovery, support and incident-handling responsibilities in the service arrangements, so both teams understand what they manage and who to contact when something needs attention.

See the MODLR user management and security guide.

Protecting sensitive data and controlling access

12. Where will financial data and backups be stored, and who can access them?

Find out where the main environment and backups will be hosted, which providers are involved and who may need access for support or administration. Ask each provider in your shortlist how that access is authorised, restricted and recorded.

Choosing a hosting region is only part of the answer. Backups, recovery services and support activities may involve other locations. Make sure you understand the complete arrangement before loading sensitive information.

At MODLR, we work with you to establish the hosting arrangements for your deployment, including where the planning environment and backups will be stored. We also explain the access arrangements for MODLR staff and relevant service providers: who may need access, why they need it and which controls apply.

We document those arrangements so your finance and IT teams can assess them against your data location, security and contractual requirements before going live. Your team’s user permissions are configured separately around who should see and work with the financial information.

See MODLR pricing and hosting information for hosting options. We can discuss the backup locations and support-access arrangements relevant to your proposed deployment.

13. How can employees be restricted to the information they need?

Start with people’s responsibilities. A department manager may need to enter and review their own budget without seeing another department’s salaries or a confidential acquisition plan. Decide what each person should be able to view, enter, change and approve.

Then test those restrictions in each proposed platform. A tailored dashboard helps people find the information they need, but hiding a  screen isn't a substitute for controlling access to the underlying data.

At MODLR, we work with your team to configure access around those responsibilities, using roles, user groups and granular permissions.

Roles and groups help us manage access consistently. We group people by responsibilities, such as departmental planning or finance review, and assign the appropriate permissions. That makes access easier to administer as people join, leave or move between teams.

Data permissions restrict the information people can access. We configure access to the relevant models and data, including the departments, entities or cost centres a person needs. For example, a manager can work on their department’s budget while access to other departments’ salary information is restricted.

Confidential scenarios need their own access rules. For an acquisition or restructuring scenario, we configure permissions around the authorised group and test that other users cannot retrieve or change the restricted information.

Workviews and dashboards give each team an appropriate working interface. We tailor the forms, reports and views to their tasks, alongside the underlying data permissions.

Before go-live, we test representative accounts to check what users can see and do, including whether restricted information remains inaccessible through reports and connected tools such as Excel. Your team then needs to review access regularly as responsibilities change.

See MODLR user management and security for more detail on roles, groups and granular permissions.

14. How is one customer’s information separated from another’s in the cloud?

Providers use controls to separate customers’ information and restrict access. Ask how that separation works across the application, administration, support, backups and recovery.

You will often hear the terms multi-tenant and single-tenant. In a multi-tenant arrangement, customers share specified application or data infrastructure components, with controls separating their information. In a single-tenant arrangement, a particular instance serves one customer. Providers may combine shared and dedicated components, so check what each term means for the proposed service.

At MODLR, we provide resizable, single-tenant cloud instances running our data analytics engine. Your planning models operate within an instance allocated to your organisation. Computing capacity can be reviewed and increased as your modelling and user requirements grow.

A dedicated instance can still run on shared physical cloud infrastructure. Single tenancy alone doesn't establish security or recovery performance. Your IT team should assess the hosting controls, administrator access, monitoring and recovery arrangements alongside the instance architecture.

Permissions within your organisation also need configuration and testing, so employees can access the information and functions their responsibilities require.

See MODLR Cloud for information about instance architecture and our user management and security guide for controls within your environment.

Maintaining continuity and responding to incidents

15. What happens if the platform is unavailable during a critical finance period?

Start with the level of disruption your business could tolerate. Figure out how long finance could operate without access. How much recent work could it afford to lose or re-enter?

Let me explain two terms to make that discussion clear. 

The recovery time objective (RTO) is the target time set for restoring service after a disruption. For example, an RTO of four hours means the aim is to restore service within that period. This helps you assess whether your team could manage the interruption, especially during budgeting or board reporting.

The recovery point objective (RPO) identifies the point to which data should be recovered, indicating how much recent work could potentially be lost. For example, an RPO of one hour means recovery is intended to limit data loss to no more than the preceding hour. Your team may need to re-enter that work, so consider how much it could reasonably recreate.

Check and understand the contractual commitments and conditions behind those targets. A recovery target is not automatically a contractual guarantee. Ask when the recovery clock starts, which situations are covered and what the provider commits to doing if a target is missed. This helps you judge whether the arrangements meet your business needs and plan for any gaps.


Ask about backup frequency, retention and restoration procedures, together with evidence of restoration tests. Your own internet connectivity and contingency arrangements should also be included, especially around budgeting deadlines and board reporting.

At MODLR, we work with your finance and IT teams to establish recovery arrangements before go-live. We agree on the applicable targets and service commitments and explain the available restoration-testing evidence. We establish support contacts and clarify escalation procedures.

Your team should understand who handles an outage, what action it needs to take and how progress will be communicated.

See our user management and security guide, alongside the security evidence discussed in Question 10. Confirm the recovery commitments for your specific deployment.

16. How are customers notified and supported during a security incident?

Agree on notification and support arrangements before an incident occurs. Establish the contacts, escalation routes, notification timeframes and responsibilities that apply to your service.

An initial notification may not contain every answer. It should explain what is known, what may be affected, any action your team needs to take and when to expect another update. As the investigation develops, the provider should distinguish confirmed findings from matters still under investigation.

At MODLR, we establish those communication and support arrangements as part of the agreed service responsibilities. If an incident affects your environment, our role is to explain the known impact, the response underway and any action needed from your team, in line with those arrangements.

Your finance, IT and executive teams need practical guidance during containment and recovery, followed by relevant findings and corrective actions. Agree on how that follow-up will be provided.

The security evidence discussed in Question 10 supports your assessment; the specific notification, escalation and support obligations belong in your agreement.

Managing integrations and AI data use

17. Do connections to ERP, payroll, CRM and spreadsheets create additional risks? How should those connections be secured and monitored?

Yes. Every connection creates another route through which information can move, so each needs appropriate controls. It is necessary to limit access to the data the process requires, protect credentials and establish how transfers will be monitored. Someone needs to know when a connection fails and be responsible for resolving it.

You also need to check the numbers. A transfer can finish successfully while loading incomplete, duplicated or incorrectly mapped data. For finance, both secure transfer and reliable reconciliation matter.

At MODLR, we work with your team to configure the connections and check your planning process needs. The authentication method depends on the source system and connector. We establish the appropriate access and credential arrangements, along with logging, error handling and any required failure notifications.

Our integration tools and Visual Scripting Engine support importing, transforming and validating source data. For example, we can build checks to compare imported totals with the source, identify missing account mappings or flag unexpected values before the data is used in forecasts and reports.

Your finance team helps define those checks and what should happen when they fail. Depending on the process, that might mean stopping an update, holding records for review or notifying the person responsible. We also establish who monitors the connection and maintains it when source systems or business structures change.

These arrangements form part of the wider security and operating approach for your deployment. The aim is to give your team a controlled, traceable flow of information into the planning model, with clear ownership when something needs attention.

See What is data integration? A complete guide to MODLR integrations for more about connections, data processing and validation.

18. If the platform includes AI, how can buyers establish whether AI sends financial data elsewhere or uses it for training?

You should ask about the specific feature. What information leaves the platform? Where does it go, who processes it and how long is it retained? Can your prompts, attachments, financial data or responses be used to train AI models?

A commitment not to use your data for training doesn't necessarily mean that no information is sent to another provider. Processing, storage, retention and training are separate questions. You want to get clear answers to each before enabling AI for sensitive information.

Also check whether your existing permissions apply. An AI answer should not give someone access to salary information, confidential scenarios or other data they couldn't otherwise see. Confirm which AI capabilities are available today and which remain on the roadmap or require additional access.

At MODLR, we don't use customer data to train AI models. MODLR AI uses your planning model and data to help answer your business questions, while following your existing permissions and access controls.

We explain which features are available, how they handle your data, how long it is kept and whether an external AI provider processes it.

AI can make mistakes, so your team should check its answers and review and test any scripts or suggested changes before applying them to live planning.

See MODLR AI for capabilities, the published data-use position and features on the roadmap.

Establishing business fit and implementation responsibilities

19. How can a finance team test whether the platform will handle its actual planning models, reporting requirements and approval processes before committing?

As a test case, bring a representative business problem, sample data and the reports you need. Change sales volumes, delay recruitment or increase costs, then check how those changes flow through the forecasts and whether the results reconcile.

Include the people who will enter, review and approve the plan. Ask them to complete real tasks. Use the same core test with each cloud FP&A provider. If hands-on access is unavailable, request a guided demonstration and record what remains untested.

At MODLR, we work with your team on a focused proof of concept using your planning requirements. That can include your models, consolidation structures, reports and approval workflows.

We demonstrate how changes flow through connected calculations and outputs, and involve your intended users in assessing the process. We agree on evaluation access, tasks and success criteria upfront, then identify any gaps or further work.

You should leave a demo knowing what has been demonstrated and what the full implementation still needs to deliver.

See our FP&A software selection guide and evaluation kit.

20. What work remains with the customer during implementation? And what skills will the finance team need to maintain the system afterwards?

Your team brings the business knowledge the implementation needs. They explain the drivers, prepare and validate data, decide how planning and approvals should work, and test the results. That involvement needs time alongside their existing responsibilities.

After go-live, someone needs to own administration, access and model changes. They should understand the calculations, how data enters the system and how to investigate errors. Agree on training, documentation, handover and support early.

At MODLR, we build around finance ownership. Trained, authorised users can maintain assumptions, calculations, models and reports within the agreed controls. During handover, we establish which changes your team can manage independently and which need specialist support, such as complex model redesigns or integrations requiring technical development.

Finance ownership also means understanding ETL—extract, transform and load: taking data from source systems, preparing it and loading it into the planning platform. MODLR’s Visual Scripting Engine lets trained users visually build and maintain data workflows supported by its tools and connectors, which can reduce the need for separate ETL software or middleware. Other requirements may need additional tools or technical support.

Your team still needs to understand mappings, validate results and monitor failures. We plan training and handover alongside implementation, so people can practise those tasks using the solution they will maintain.

See our data integration guide.

Understanding costs, ongoing control and exit options

21. How can buyers establish the full cost over several years, including implementation, integrations, support, additional users and computing capacity?

Start with your requirements and expected growth, then look beyond the subscription price. Your total cost of ownership includes implementation, integrations, training, support and your own team’s time. Include any middleware or data transformation tools required.

Ask what would increase the price: more users or entities, additional modules, extra environments or greater computing capacity. Compare proposals against the same scope and period, because similar totals can cover different things.

At MODLR, we separate subscription costs from implementation and ongoing services. We work through the proposed user roles, capacity, included environments and services, then identify what expansion would add.

We also work through a three-to-five-year estimate covering the proposed rollout and any additional tools required. Your internal staffing and maintenance costs belong in that assessment too.

You should understand the initial cost, ongoing charges, inclusions and events that would trigger additional costs.

See MODLR pricing for published plans and subscription structure.

22. How much control will customers have over software updates and changes that could affect their models, integrations or reports?

Separate provider software updates from changes your team makes to its planning solution. Each needs clear testing and approval arrangements.

For provider updates, ask how much notice you receive, what you can test beforehand and whether scheduling can accommodate critical finance periods. Establish what support is available if an update affects a calculation, connection or report.

For your own changes, agree who can develop, test and approve them before they enter the live planning process.

At MODLR, our Enterprise plan includes separate development, test and production servers. Your team can use development and test environments to build and check model, integration and reporting changes before moving them into the production environment used for live planning.

For MODLR platform updates, we work through the notice, testing, scheduling and support arrangements before signing. Confirm what you can schedule or defer and any conditions that apply, so finance and IT understand their level of control.

See MODLR’s Enterprise plan for included environments and new features for product release information.

23. What happens if the business wants to leave? Can it retrieve its data, model logic and audit history in usable formats, and how is deletion confirmed?

You must have the exit conversation before signing on. You should understand how you would leave, even if you plan to stay for years.

Getting a spreadsheet of numbers is different from taking the calculations, relationships and history behind them. Ask what you can export, in which formats and whether you will need assistance. Clarify the potential costs, export deadlines and any access available after termination. Also ask when your information will be deleted, how backups are treated and what confirmation you will receive. 

At MODLR, you can export your data before your subscription ends. If you need our help with extraction, we can scope and quote that work separately. The export needs to be completed before the effective termination date unless we agree otherwise.

We work through what you need to take with you: data values, model structures, calculations, integration scripts, reports and audit history. These are different components, so we need to establish which can be exported, the formats available and any additional work involved. Moving the data doesn't automatically recreate a working planning model in another platform.

We also agree on the exit arrangements, including any transition access, deletion timing, backup retention and how deletion will be confirmed. Your team should know the process, responsibilities and costs before committing.

See our terms and conditions for the data export and termination provisions.

Making the decision and evaluating MODLR

24. When might an on-premises or hybrid approach be appropriate, and what would make you advise a company to delay moving to cloud FP&A?

The deployment needs to suit your business requirements. Data-location obligations, unreliable internet connectivity, contractual requirements or existing technology investments may make an on-premises or hybrid approach worth considering.

On-premises means running the system on infrastructure your organisation manages. A hybrid arrangement combines cloud and on-premises components. Either approach needs clear operating and support responsibilities.

I would delay go-live if finance still cannot reconcile the results, critical connections or permissions remain untested, or users cannot yet complete the planning process reliably. Those are practical problems to resolve before the business depends on the new system.

At MODLR, we review deployment suitability and implementation risks early. If a material issue remains, we work with your team to resolve it or adjust the scope and timing.

See MODLR’s FAQs for deployment options, or talk to our team about your requirements.

25. For a company evaluating MODLR, which safeguards are included, which need configuration, and what evidence can you provide before it commits?

We work through three things with you before you commit: what MODLR provides, what we need to configure together and what our agreement covers.

First, we show you the access controls, model security, audit capabilities and other features included in your proposed package. We demonstrate how they work against your requirements.

Then we agree on how permissions, integrations, validation checks and planning workflows will be configured and tested. We also establish who will maintain them after go-live.

We work through the service commitments too, including responsibilities for hosting, updates, backups, recovery, incident support and exit. Those arrangements need to be clear in your agreement.

We involve your finance and IT teams, provide current security evidence and identify any gaps or further testing needed. Before committing, you should understand what is included, what needs setting up, what your team will manage and what support you can expect from us.

See our user management and security guide and BSI certification announcement and linked certificate.

A phased approach can help you start with a useful planning problem and give your team time to learn. Understand how your data will be protected, who does what and what the proposed service will cost.

Use the first phase’s results to decide whether further investment and expansion are justified.

At MODLR, we work through those decisions with your finance and IT teams. If you are considering the move, talk to our team about your requirements and a prototype using your data. Our FP&A software selection guide and evaluation kit can also help you compare your options.

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