STRATEGY SOFTWARE FOR FINANCE TEAMS

You guys are pivotal, and we’re here to help

When finance teams become strategic centres of excellence, magic happens.

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A goal with graph and detail about progress towards a target

Whether you’re the guardians of the data, feeding results and insight into the plan, or you’re spearheading the whole shebang…

We have the tools you need to get your strategy right, keep it organised and save yourself bundles of time.

Finance leaders make awesome strategy leads

We can help you shine. Your skills and strengths, plus our tools and platform make for a highly organised, best-practice-fuelled match made in heaven.

Deliver the best strategy approach for the business

Easy to implement, simple to follow, well organised and frictionless.

Be the experts and facilitators

Interactive tools to easily lead engaging workshops and conduct insightful analysis.

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Set measurable objectives & detailed goals for everyone

Advanced best practice target setting, from goals to KPIs, with flexible measures, milestones and in-built progress reporting.

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Organise it all and manage the execution

Easily allocate resource, spot bottlenecks and ensure focus and accountability.

Meticulously monitor and report

Use the right system for always-on visibility of progress in the most efficient way.

Track the results
Objectives leading to Goals in a tree
Company values and an Ansoff Matrix
Goals showing progress towards a target
A timeline of different tasks in a calendar
A collection of strategy widgets showing KPI and Goal data

We’ll help you fit it in around the day job

No one is as busy as the Finance Team and finding time for strategy can be a big barrier. That’s why we’ve made it all fast and efficient so you can make it work even during the busiest periods.

A completed PESTLE Analysis

Fast and easy workshop set up

Just work through your analysis on screen and generate automatic outputs.

A list of tools; PESTLE Analysis, Revenue Segmentation, Ansoff Matrix

No versioning headaches or hunting around

All your strategy planning together, up-to-date and consistent.

An email with updates on your strategy

No endlessly chasing for updates

Automated reminders and notifications to keep momentum up.

Strategy should be exciting, not arduous

We save Finance Teams days in weekly data pulling, monthly updating and quarterly reporting. Effortless live results and no more operational drudgery.

Automatic results, straight from your finance system

Connect Lucidity with your finance system and say goodbye to manual updating and progress reporting. Pull in live data and everyone can see the important performance stats at any time.

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Finance professional on laptop using Lucidity strategy software to automatically track strategic results through integrations

Automatic reports, sent straight to your stakeholders

From regular updates to full Board reports, all created at the click of a button and automatically sent to whoever needs to see them, whenever they need to see it.

Finance professional on laptop using Lucidity strategy platform to generate automatic reports on strategy progress and results

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No credit card required

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Why Finance Teams love Lucidity…

Photo of Roger Castle

Roger Castle

Portfolio Finance Director

Anything that helps SME and Mid-Market Businesses focus on their strategy is great. Where I think Lucidity is particulalry strong is how they have joined everything up from the Company Vision all the way down to Xero integrations! Being able to quickly and clearly see progress against any strategic objective orKPI using live data is fantatsic.
  • Able to build any strategic objectives or goals
  • Set and track any KPIs covering any business activity
  • Integrates with Xero, Quickbooks and other platforms
  • Makes tracking progress against any aspect of strategy really easy
Photo of René Moolenaar

René Moolenaar

Senior Lecturer, Sussex University

As a CFO and also a leader heavily involved in company strategy, Lucidity supports the complete strategy development process. Whether doing an internal or external analysis, developing and evaluating strategic options or monitoring progress against strategic goals, the online platform is just brilliant and easy to use.
  • Supports all aspects of the strategy process
  • Makes it easy for the whole management team to contribute to strategy
  • Strategy Tools and Guides makes the analysis straight-forward
  • Having everything to do with strategy in one place saves time and effort
Driving Strategy as a Finance Leader Thumbnail

Driving Strategy as a Finance Leader

How to guide and manage your company strategy as the FD

Watch now

Strategy Software for Finance Teams

Try for free.

14 day free trial
No credit card required

By signing up you are agreeing to the terms of our Privacy Policy