Discover the most helpful resources to level up your FP&A skills
Most finance teams discovered the ceiling quickly. With 89% of finance professionals running more than half of their workflows through Excel, exporting a file and handing it to an AI…
The audit conversation around generative AI in Finance is coming. For most finance functions it has not arrived yet, but the conditions that trigger it are already in place: AI…
FP&A teams worry less about whether AI is right and more about whether they’d be willing to sign their name under what it produced. That tension rarely comes down to…
A Chart of Accounts (COA) is an index of all the financial accounts in a company’s general ledger and is the foundation of the company’s financial system. Most finance teams…
A finance workflow process is the structured sequence of steps, approvals, and data handoffs that governs how recurring finance tasks…
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Finance teams have been automating Excel for decades because the bottleneck was never the spreadsheet itself. Everything from macros to…
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The cash model is back at the top of the agenda Higher rates, compressed credit markets, and significant AI-era capital…
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Finance teams have always needed reports. This isn’t a new phenomenon. Some things have changed, though, including the amount of…
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The State of AI Disruption in 2026: From Prediction to Reality Only a few years ago, conversations about industries affected…
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The Problem that FP&A Software Does not Solve Traditional FP&A systems gave finance teams better modeling environments. What it did…
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Every month, the same pattern repeats. Controllers reconcile the same intercompany balances by hand. FP&A managers hunt for the right…
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The process for how to evaluate a finance operating system starts with a definition. That is harder here than it…
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If you’ve ever consolidated five entity files at 11pm during close, you know the feeling: one broken reference, and your…
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