Discover the most helpful resources to level up your FP&A skills
Yes. A company that uses Google Sheets can use browser-based financial planning and analysis (FP&A) software or choose a platform that connects directly to Sheets. If you want to keep…
Finance teams running SAP keep hearing the same question from their own people. Can Claude just read our numbers? One option is an SAP MCP server: a standard interface through…
Ask three people in the same company for last quarter’s gross margin and you can get three answers, all of them defensible. The ERP has one figure. The BI dashboard…
AI in FP&A (financial planning and analysis) can already draft variance commentary, explain reconciliation movements, pull terms out of vendor contracts and build first-pass reports. It cannot own a close,…
The primary purpose for establishing and maintaining any business is to generate profit. From the moment of conception onward, all…
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Budget variance analysis is an important component of corporate performance management and learning how to build flexible budget variance formulas…
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Improving financial reporting is a must. A recent CFO survey found that 85% of CFOs believe that while they have…
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Budget variance analysis is a fundamental practice in corporate performance management. Most businesses perform regular budget variance analysis monthly, quarterly,…
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One of the major advancements in predictive analytics in corporate finance has been the development of predictive analytics and predictive…
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Performance Management in most companies typically involves multiple people, even if not everyone is actively involved in the performance management…
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FP&A analysts sit close to the decisions that shape a company. After all, they turn raw numbers into forecasts, budgets,…
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Corporate Performance Management, or CPM, is a broad term that encompasses a variety of business activities. It is unique in…
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This article was written by Josh Starr, a Senior FP&A Consultant at Datarails. The role of the CFO is shifting. …
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Cash is always on the move in all businesses, and cash flow is an integral part of business life —…
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As a business grows and becomes more complex, the need for a successful budgeting and forecasting process becomes critical. Often,…
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For many finance teams, cash flow forecasting still lives in spreadsheets built on assumptions that are outdated the moment they’re…
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Whether you are a brand new finance professional or looking to brush up on your skills, there are countless FP&A…
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Businesses are reevaluating their operations, processes, and software to remain competitive and keep up with modern technology, including EPM software. …
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Business budgeting software provides companies with a roadmap of the budget. Creating, changing, and tracking the budget all becomes much…
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Ad hoc reporting in Excel can take on many forms. One of the benefits of using a spreadsheet-based software application…
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The best FP&A software overall is Datarails, for its native Excel integration, fast implementation, and built-in AI. But the right…
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Excel remains one of the most widely used tools for financial analysis, and for good reason. It’s flexible, familiar, and…
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The budgeting cycle has not gotten any shorter in three years, no matter which methodology finance teams choose. The top-down…
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Approaching activity-based budgeting (ABB) requires dedication to the process but can prove to be fruitful to any organization of any…
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A zero-based budget (ZBB) has long been deployed by personal finance experts to help individuals manage their money successfully. The…
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When you first looked at your numbers, everything seemed fine. Better than fine, in fact: revenue was up, expenses were…
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A financial report template gives finance teams a consistent structure for presenting revenue, expenses, assets, liabilities, and cash flow, without…
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The goal of management reports is to arm management, decision makers, and the c-suite with all the information they need…
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Most collections of financial dashboard examples show you a chart and move on. The chart is the easy part. A…
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Running a business can sometimes feel like you’re lost at sea without a navigation chart and no land in sight. …
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What is zero based budgeting (ZBB)? Among the various budgeting disciplines, zero-based budgeting (ZBB) is one very useful technique that…
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This year, Gartner coined a new term to describe a broader definition of financial planning and performance management using the…
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Consolidated Financial Statements are required by a parent company to show the true view of their current financial position by…
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Business continuity and crisis management plans commonly prepare organisations for a one-off event. But few organizations, if at all, were…
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Finance holds the key to crisis response agility with modern analytics tools such as Datarails that enable flexible and informed…
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For many organizations, reporting has become a challenge. Globalization, regulatory change, and rapidly increasing requests for information by decision-makers result…
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If planning becomes a shared responsibility across departments, chances are it’ll be a more accurate and credible reflection of the…
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Excel budget templates have been a cornerstone of business for decades. From a small business budget template to an annual…
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In the first of a series of articles, Excel expert Dany Hoter explains different ways to import data into Excel…
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Excel expert and Datarails solutions architect Dany Hoter discusses the little-known benefits of using R1C1 reference style in Excel.
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Excel expert and solutions architect Dany Hoter discusses how to improve spreadsheet performance by avoiding volatile functions.
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Spreadsheets are vital business tools, with many organizations relying on them for the majority of their data and similar functions….
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