Insights for Finance Teams

From FP&A to census reporting, a good org chart helps the Finance team see beyond the numbers and is an effective tool to visualize your organization beyond the spreadsheet and make strategic, informed decisions.

Exaample Bank Org Chart

Get the org chart you need, whenever you need it.

Reviews: With thousands of customers, you can see that we are effective at delivering on their needs through our reviews on sites like G2.

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Connecting siloed information

With payroll in one system and a list of contractors in spreadsheets, Finance teams often have to wrangle different sources of information. OrgChart combines your HR data with other data sources, allowing you to overlay the information you need to bring clarity to your decision-making. Unite your data in one place so HR and Finance teams are always on the same page.

Org Chart Total Headcount
Sub-charts representation matrix organization

Merging data for M&A

Growth through mergers and acquisitions means trying to build a new organization with company information from disparate teams and systems. OrgChart allows you to quickly bring that data together to understand what your future organization could look like and identify the steps to take to help you get there.

Meeting regulatory requirements

Need to create a snapshot of your organization on a regular basis for reporting to a board or a government agency?OrgChart can not only do that but deliver it to the team that needs it on a schedule. OrgChart also creates a historical record of those snapshots for you to understand how the organization has evolved over time or to provide backup documentation down the road.

We Make Integration Seamless

As the best-in-class org chart and workforce planning solution, OrgChart easily integrates with other applications in your unique technology ecosystem, allowing you to get the most out of your people data.


Oracle Cloud





Azure AD


  • OrgChart creates a perfect org chart that’s easy to update every time. Saves battling with MS Visio every time there a staffing change.

    Leo C.,

    Managing Director Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • The only comprehensive Org Chart software! Easy to set up templates, upload information, and build comprehensive charts. We have used the software to understand the span of control and ultimately organizational design.

    Jillian P.,

    Head of Talent Acquisition & Onboarding Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • Extremely easy to implement and use. Easy and fast to create charts, allowing the information to be always updated and even better, customised.

    Carolina F.,

    Sales Operations Lead

    Read more reviews on OrgChart’s G2 profile

  • It’s great for seeing our entire organization in a few clicks.

    Jason G.,

    Enterprise (> 1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • Connects directly to our HRIS and updates on a normal cadence — we choose daily. You can also update as needed. Took several hours a month of org chart planning off of our plates … the ROI in terms of time spent is fantastic.

    Verified User in Pharmaceuticals,

    Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile

  • OrgChart is taking our very manual org chart creation and making it easier to make changes. We were also able to easily add the new photos we took of all employees.

    Jacqueline W.,

    Mid-Market (51-1000 emp.)

    Read more reviews on OrgChart’s G2 profile