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3.3.1
Zurich, Yokohama, Xanadu
Standalone Application
sfinx is an integrated Financial Management solution built natively on the ServiceNow platform. It provides real‑time transparency across financials, workforce, services, and vendors, enabling organisations to make faster, data‑driven strategic decisions. By standardising planning workflows and eliminating manual reconciliation, sfinx significantly improves financial accuracy and drives cost efficiency across the entire IT production model.
At its core, sfinx delivers a unified financial‑management layer that combines automated actuals matching, dynamic rolling forecasting, and robust master‑data governance. The solution’s unique Coin Concept standardises how financials, services, staffing, vendors, and consumption data connect—creating a single, consistent structure for analysis, modelling, and decision‑making.
Users work through intuitive Excel‑like grids with live pivoting, smart filtering, and guided data‑quality insights. Administrators benefit from comprehensive dashboards, automated controls, and a fully role‑based access design aligned to organisational hierarchies. The result is a scalable, enterprise‑grade platform that provides transparency, auditability, and operational excellence out‑of‑the‑box.
sfinx supports integrated, rolling, multi‑year financial planning, enabling adaptive control and optimisation across all ITFM dimensions: financials, workforce, services & projects, procurement, and consumption.
Key Capabilities
- Finance: Manage plans, forecasts, and actuals consistently and transparently.
- Vendor: Gain control of cash outflows with contextual insights into commitments and spend.
- Workforce: Manage internal FTEs with full cost and allocation transparency.
- Service Cost: Control and analyse full service TCO end‑to‑end.
- Chargeback: Enable accurate, consumption‑based recharging of IT services.
Core Planning & Control Features
- Integrated multi‑year planning across cost, workforce, services, demand, and consumption.
- Comprehensive multi‑currency handling, including FX versioning and recalculation
- Proven cost and resource‑management concepts enabling a fact‑based demand–supply dialogue.
- Real‑time forecasting from a single source of truth enriched with finance and procurement insights.
- Automation‑driven productivity with proactive monitoring, issue detection, and guided actions.
- Transparent, comparable service TCO across the full service portfolio.
- Consumption‑based chargeback with accurate planning, measurement, and forecasting.
- Consistent, comparable views from top‑down to the lowest level of granularity.
Developed by PlanHorizonX AG, sfinx builds on more than 15 years of hands‑on TBM and ITFM experience to address the needs of modern European enterprises. As a 100% native ServiceNow application, sfinx seamlessly integrates with modules such as CMDB, ITSM, SPM, APM, and the service catalog, enabling organisations to leverage existing data and eliminate the complexity of additional tooling. Its five tightly connected capabilities: Finance, Vendor, Workforce, Service Cost (TCO), and Chargeback, cover the full ITFM/TBM lifecycle and provide a unified cockpit for CIOs, IT finance leads, architects, service owners, and portfolio managers. With its data‑quality dashboard, multi‑currency support, automated finance routines, and intuitive Excel‑like user experience, sfinx enables reliable financial governance, transparent service costing, and demand‑based charging across the entire IT organisation.
Finance Capability
1.Direct Cost Planning
- Bottom‑Up Multi‑Year Planning: Create multi‑year OpEx/CapEx financial plans using Resource Coins with full support for original‑currency planning, account structures, organisational data, and cost‑center hierarchy
- Vendor & Purchase Order Integration: Directly link planning items to vendors and purchase orders, including automated creation of Resource Coins from POs or General Ledger Entries.
- Controlling & Analysis: Track monthly phasing, lifetime amounts, committed values, actuals, and carryovers with full transparency across legal entities, departments, and services.
- Automated Rolling Forecast: Update monthly breakdowns upon fiscal period close, using configurable forecast‑adjustment methods (delta to next month, spread evenly, keep plan value, adapt to actual).
- Service Assembly: Allocate direct costs to services, projects, or business consumers through monthly resource‑to‑service assemblies with validation and breakdown logic (manually or calculated by consumption).
- Finance Reporting: Compare financial versions, track deviations, pivot across cost centers, accounts, resource classes, and services using Excel‑like grid lists with live pivoting.
- Plan & Forecast Submission: Submit, approve, and snapshot plans and forecasts at business‑unit, department, or cost‑center level with version control and sign‑off flows.
- Multi‑Currency Support: Plan and forecast in original currency with FX‑version management, conversion‑rate handling, recalc functions, and workspace display of FX versions.
2.Process Management Features
- Financial Versioning: Persist snapshots of Resource Coins, breakdowns, and assemblies for comparison, scenario planning, or auditability.
- Fiscal Period Close: Automatically or manually close fiscal periods to lock actuals, update forecast amounts, and calculate carryovers. Re‑opening logic ensures full data consistency.
- Actuals Matching: Match GLEs to planning items using rule‑based matching logic (cost center, account, vendor, PO, legal entity), with error‑tolerant algorithms.
- Grid-Based Productivity: Excel‑like planning workbench with sorting, filtering, multi‑level pivots, favorites, export to Excel, and multi‑edit capability.
Vendor Capability
- Vendor & Contract Planning: Model vendor-related expenses, link POs to Resource Coins, and consolidate vendor-level commitments.
- PO Controlling: Monitor PO lifecycle, validate PO completeness, detect mismatches between PO amounts and planned values, and track multi-year commitments.
- Vendor Reporting & Insights: Access advanced vendor dashboards, sourcing heatmaps, contract details, and PO analytics to ensure cost effectiveness and compliance.
Workforce Management
- Employee-to-Service Allocation: Allocate internal staff and FTE adjustments to Service Coins using monthly staffing logic with cost weights, ensuring accurate cost distribution.
- Vacancies & FTE Adjustments: Model open roles and mid‑year staffing changes with full financial impact.
- Staffing Calculation: Automatically compute staff assemblies and service allocations with monthly breakdowns and validity checks.
Service Cost
- Service & Catalogue Management: Maintain a ready‑to‑use multi‑level service catalogue with Service Coins, Business Coins, layers, owners, and service‑value‑chain metadata.
- Cost Distribution & Overhead Allocation: Apply manual or data‑driven distribution keys, drivers, and rules to allocate indirect costs across the service landscape.
- Service Integration: Connect services to ServiceNow objects such as service offerings, CMDB items, and application services for alignment with the technology ecosystem.
- Costing Execution: Perform service costing runs or full costing runs to calculate direct and indirect TCO across the service value chain.
- Service Cost Reporting: Analyse service TCO by direct/indirect cost, layers, and consumer relationships; compare costing versions; and highlight deviations.
Service Cost Chargeback
- Consumption Planning: Plan consumption volumes for provider–consumer combinations, ensuring visibility into planned cost drivers.
- Consumption Forecasting: Measure and forecast consumption using manual, automatic, or metered (“actual consumption”) methods with supported aggregation methods (sum or average).
- Chargeback Analysis: Access detailed consumption and cost reports, monitor deviations, and support transparent cost recovery for services.
- Consumption Snapshots: Persist consumption, pricing, and chargeback details for each fiscal period or version to ensure audit-proof transparency.
NEW FEATURES
- Chargeback Module - Charges
A new Charges section enables cost allocations between Service Coins and Business Coins, capturing organizational details, service classifications, markup, cost shares, quantities, and currency information. Three access levels control visibility and management.
- Resource Coin Report - Data Quality Tracking
Data quality indicators for Resource Coins are now stored persistently, resolving previous performance issues with large datasets. Reports can be generated on demand or scheduled daily.
- Calculated Assembly Type
A new calculated assembly type links directly to Coin Link records and supports consumption-based distribution with various unit options. Assemblies can be generated directly from a Coin Link.
- Coin Link Overlap Prevention
Overlapping Coin Links with the same sender and link type within the same fiscal period range are now automatically prevented.
- Calendar Page
A new Calendar page displays your business calendar alongside fiscal period close dates.
- FX Maintenance Tab
A centralized overview of FX version data, including expiring rates, related record counts, and quick access to change FX versions.
- Orphan Records Management
Automatically identifies and cleans up records referencing non-existent parents. Five cleanup jobs are included, disabled by default.
IMPROVEMENTS
- Organizational data automation now extends to Service and Business Coins.
- Three GLE matching modes: Match All, Match Unmatched, and Match Selection.
- Fiscal period closing now requires sequential validation.
- Snapshot processing optimized to eliminate duplicates and handle circular references.
- Create Breakdowns now detects and fills only missing records.
- Fiscal period reopen fix for delta spread evenly forecast method.
- Standardized workspace page naming convention.
- New Data Quality indicators for missing breakdowns.
- Better decimal handling in grids and exports.
- General bug fixes and performance optimization.
- Fiscal Calendar (com.snc.fiscal_calendar)
- FX Currency (com.glide.currency2)