Case Study: Plan UK improves financial control and reporting with IRIS Financials

Plan UK - Customer Case Study

Plan UK, one of the UK’s largest international charities, needed a financial system that could keep pace with rapid growth, complex project and fund accounting, multiple currencies, international consolidation, and demanding reporting requirements. Its existing Sage Line 50 setup created extra work for a finance team of just 12 people, so Plan UK turned to IRIS Software Group and its IRIS Financials solution.

IRIS Software Group implemented IRIS Financials to support customised input screens, automation, multidimensional analysis, and integration with CRM and payroll systems. The result was faster, more accurate reporting, stronger control over budgets and campaigns, and a clearer financial picture for decision-making. Plan UK also gained improved project and fund accounting, better visibility of expenditure and income, and greater confidence in handling future growth and mergers.

Plan UK

Mark Webb

Head of Finance