Discover the most helpful resources to level up your FP&A skills
A step-by-step look at how data moves through a finance operating system, and how the same governed layer serves finance applications, chat-based AI tools, apps finance teams build themselves, and…
Bringing your own workbook and refreshing it are the standard demo checks. Two harder tests, structural change and a second login, are the ones that predict whether the connection still…
AI Tools for Excel: What’s Changed in 2026 Ask a room of finance people what “AI tools for Excel” means, and you’ll get two different answers, largely depending on what…
A finance operating system is a governed data layer that consolidates financial and operational data from across an organization, applies controls for accuracy, access, and compliance, and exposes that data…
The world is moving forward, but some are left behind Technology adoption refers to the acceptance, integration, and use of…
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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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This article was written by Josh Starra Senior FP&A Consultant at Datarails I began my career as an Industrial Engineer….
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The role of an FP&A analyst is an ideal choice for problem solvers with an innate or cultivated talent for…
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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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Financial planning and analysis (FP&A) is comprised of four main parts- planning and budgeting, financial planning, management and performance reporting,…
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Implementing a new system can be a challenging task. Sometimes you have to change the way you work, adapt to…
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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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ERP and CPM systems have become working parts of most IT infrastructure over the last decade, but understanding what each…
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When deciding on whether to implement a top-down or a bottom-up budget process, it is important for organizations to understand…
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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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What is ad-hoc reporting? Ad-hoc reporting refers to a process that is designed to answer a single, specific business question….
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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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What is an automated financial system? Automated financial systems (ERP vs CPM) refer to the use of software to automate…
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For decades back-office operations have been viewed as a pure cost center. CFOs and Controllers have traditionally been under tremendous…
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In a recent whitepaper, PwC outlined the top challenges and trends in financial planning. We delve into the top concerns…
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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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In recent years the duties of a financial controller have significantly changed. CFOs and CEOs have now come to rely…
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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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It's official! Datarails has won the Red Herring Top 100 Europe award, earning recognition as one of the startups to…
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McKinsey recently published an article on the CFO’s critical role in helping companies navigate the coronavirus crisis. The CFO's responsibilities…
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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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As companies continue to aggregate larger and larger volumes of data, data security becomes of greater and greater significance. This…
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“The whole world runs on Excel. Name a data-intensive critical industry: deep-sea oil drilling? Power grid management? International finance? All…
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Planning business finances is a complex task, much more so today than in the past. Today there are many new…
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Finance leaders know their numbers inside and out. The Board, however, does not. Even more than that, they don’t care…
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Like every other industry today, finance is evolving. Rising expectations of the function mean that finance leaders must find ways…
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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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What do younger generations expect, what are the characteristics of the modern workplace, and what do employers- including finance executives-…
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Moving too slowly can be all that it takes for competitors to surpass a business. To avoid being left behind…
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While valuable data may exist, team members often lack access to it given that it is stored in different parts…
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To help you get a clear picture of what Datarails can do we decided to turn to the people who…
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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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If you don’t like change, you will like irrelevance even less. — General Eric Shinseki
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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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Old habits die hard. From a biological perspective, this common proverb is true to form: a habit is a formula…
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Excel expert Dany Hoter discusses whether it's worthwhile to use M language, which is the script language behind Power Query.
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In the final article of this series, Excel expert Dany Hoter explains another way to import data into Excel from…
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This week, Microsoft announced that it was adding support for custom JavaScript functions in Excel. Read about what this means…
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In part two of a series, Excel expert Dany Hoter explains another way to import data into Excel from an…
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Excel expert and solutions architect Dany Hoter reveals the secret to making the VLOOKUP function work faster and more efficiently.
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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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