Budget Management System 'Yojitsutics' Launches Approval and Analysis Functions: Enabling Highly Adaptable Budget Control

Kaonavi, Inc. (Headquarters: Shibuya-ku, Tokyo; Representative Director, President & CEO: Hiroyuki Sato) announced that its budget management system 'Yojitsutics' has launched an 'Approval' function on Thursday, April 16, 2026, and an 'Analysis' function on Thursday, April 23, 2026. With these new features, the foundation is set to complete everything from budget simulation to approval and subsequent analysis within 'Yojitsutics'. By clarifying approval workflows and enabling real-time utilization of frontline data, it supports rapid decision-making even in highly volatile business environments. ■ Challenges in Budget Management Caused by the Spread of Rolling Forecasts As the new fiscal year begins, companies are finally starting to implement new budgets. In a rapidly changing business environment, an increasing number of companies are adopting rolling forecasts—revising business plans according to circumstances rather than keeping them fixed. On the other hand, challenges have emerged, such as ambiguous budget approval workflows and increased labor hours for data aggregation. Additionally, during personnel transfers at the turn of the fiscal year, setting account permissions for organizational restructuring and promotions often falls behind, making management complicated. ■ Towards Flexible, Solid, and Adaptable Budget Management To solve these challenges, 'Yojitsutics' developed the 'Approval' and 'Analysis' functions. The 'Approval' function allows approvers to be set for each organization, managing the process from budget draft creation to approval in a one-stop manner. Because figures are locked after approval, it reduces the time needed for post-confirmation via email and mitigates the risk of figures being altered after approval. Furthermore, the 'Analysis' function allows users to select and output only the necessary items from the vast amount of forecast data updated by each department in a single batch. Because outputs can be customized according to the items users want to see, it enables examinations from various angles, such as by product category, area, or project. This makes it possible to analyze highly profitable areas and identify products or areas with room for growth, thereby improving the accuracy of the next moves, such as advertising expenditure and personnel allocation. Based on this new foundation, 'Yojitsutics' plans to further expand the 'Analysis' function using AI around the summer of 2026. It will directly connect frontline input data with management-level analysis to support smoother decision-making. ■ Benefits of the 'Approval' Function Because approval records are kept, users can check 'when and who approved' at a glance. Because figures are locked after approval, it prevents mistakes like 'the numbers changed from when they were approved'. Because approval workflows can be switched immediately during personnel transfers, the transition to a new structure is smooth. ■ Benefits of the 'Analysis' Function Because performance indicators can be output in any format, it becomes easier to judge which areas to concentrate resources on. Because the latest data input by the frontline can be output when needed, the time required for management decisions can be shortened. Because financial figures and KPIs (non-financial data) can be compared, the factors behind the numbers can be grasped from multiple angles. ■ About the Budget Management System 'Yojitsutics' 'Yojitsutics' is a budget management system that centralizes Profit and Loss statements (P/L), including sales, selling, general and administrative expenses, and non-financial data (KPIs). By visualizing this in the cloud, management, corporate planning, and frontline departments can share figures and statuses in real time, enabling fast and accurate management decisions. ■ About Kaonavi, Inc. As a leading company in talent management systems, we uphold the purpose of 'implementing technology into "working" to change the specifications of society from the power of the individual'. Under the vision 'Talent intelligence™' formulated to realize this, we bring intelligence to human capital (Talent) with the power of data and AI, evolving talent management to the next stage. As a platformer that maximizes the power of the 'individual', we will continue to innovate organizations and society. Location: Shibuya Scramble Square 38F, 2-24-12 Shibuya, Shibuya-ku, Tokyo Established: May 27, 2008 Representative: Hiroyuki Sato, Representative Director, President and CEO Business: Development, sales, and support of the talent management system 'Kaonavi' and the budget management system 'Yojitsutics'.