Customer Spotlight: How Hotelatelier Transformed Financial Planning with Lucanet xP&A

Table of Contents

Join us as we show how Hotelatelier seamlessly connected CFP & xP&A to create a stronger financial planning process.  You’ll see the data flows between the two (from dimensions and reports to Excel uploads), and how xP&A can be used for P&L budgets, revised forecasts, and headcount planning.

We’ll cover the key formulas, how far ahead you can plan, and what information comes back into CFP, including P&L structures and cash flow reports.

Finally, we’ll talk about how the tools are managed in practice (user access, upload frequency, centralized vs. company-level use) and give you a sneak peek at the new AI features that make forecasting and planning even smarter.

 

What you will learn

  • How CFP and xP&A fit together for smoother planning and reporting 
  • Which data goes where, and how to easily set up models with Excel or other sources 
  • How xP&A supports budgeting, forecasting, and workforce planning in practice 
  • How its outputs enrich CFP reports like P&L and cash flow 
  • Practical tips on user setup, uploads, and keeping everything running smoothly 
  • How AI is starting to make planning and forecasting faster and smarter

 

Who should attend?

  • Existing Lucanet users who want to see how CFP and xP&A work seamlessly together in real-world scenarios 
  • Finance professionals aiming to strengthen their planning, forecasting, and reporting processes 
  • Controllers and CFOs looking to gain efficiency and agility in budgeting and workforce planning 
  • Companies interested in exploring AI-driven financial planning innovations 

Speakers

Javier López

Javier López

Consultant

Begoña Delgado

Financial Controller, Hotelatelier 

Agenda/content

  • How CFP and xP&A connect. 
  • Data flow between CFP and xP&A (dimensions, reports, Excel uploads). 
  • What xP&A can do: P&L budgets, forecasts, headcount planning, key formulas, time horizons, and new AI-powered planning features. 
  • What flows back into CFP: P&L structure, cash flow, and other reports. 
  • Managing the tools: user access, data uploads, frequency, and centralized vs. company-level setup.