Discover the most helpful resources to level up your FP&A skills
Finance teams can keep working in Excel and still get real FP&A automation, because the automation that matters happens around the spreadsheet, not inside it. Real automation means eliminating manual…
An analyst pastes a trial balance into Claude on a Tuesday afternoon and has a variance pack by the end of the day. Nobody approved a pilot. It happened, it…
Someone on the engineering side points out that the protocol is open and the specification is short, and both of those things are true. A prototype connecting an AI client…
Sit through four vendor demos in a week and the AI section of each blurs into the next, everyone’s pitching some version of embedded AI vs. bring-your-own AI without naming…
Most writing on AI in FP&A is either a demo video or a forecast about 2030, and neither helps a…
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Somewhere in most finance teams there is a workbook nobody wants to touch, and it’s the single biggest fear behind…
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What Is Prescriptive Analytics? Prescriptive analytics is a high-level form of advanced data analytics that helps organizations understand and predict…
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Most finance leaders are being asked to justify AI spending they cannot yet measure. But there are two key questions…
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A step-by-step look at how data moves through a finance operating system, and how the same governed layer serves finance…
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Bringing your own workbook and refreshing it are the standard demo checks. Two harder tests, structural change and a second…
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AI Tools for Excel: What’s Changed in 2026 Ask a room of finance people what “AI tools for Excel” means,…
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A finance operating system is a governed data layer that consolidates financial and operational data from across an organization, applies…
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Finance was always going to be the last function to enter the AI era. Rightfully so. Confidently wrong outputs based…
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Most FP&A teams spend the bulk of the month assembling numbers rather than interpreting them. That isn’t a controversial claim,…
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The pressure on finance leaders to fully implement AI FP&A tools is intense, but their reservations aren’t only about confidently…
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Most finance teams that buy an FP&A platform still end up planning in Excel anyway. The gap between “we bought…
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As AI takes on a larger role in financial decision-making, data integrity is becoming a top priority for finance leaders,…
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Modern FP&A tools infused with artificial intelligence are transforming the entire financial planning process as we know it. Financial Planning…
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With more options brought to market each day, it gets tougher to separate the best finance AI chatbots from the…
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AI is changing how finance teams work, but many organizations are discovering that AI is only as effective as the…
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Most finance teams don’t outgrow Excel. They outgrow manual consolidation. As different departments build their own budgeting, forecasting, and reporting…
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Introduction: Why AI-Powered Month-End Close Is a CFO Priority Now It’s the 8th of the month, and the CFO needs…
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For most finance teams, a forecast is already out of date by the time it lands in front of the…
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Every FP&A team has lived through this moment: the board deck and the “official” forecast tell two different stories, and…
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The term AI in financial modeling refers to using artificial intelligence techniques to automate and enhance the creation of financial…
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Most articles about finance automation tools start and stop at the same place: AP software, invoicing platforms, and expense apps. …
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Choosing financial modeling software is really a decision about how your finance team will work every day. The biggest change…
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We recently closed our Series C funding round. It was a real milestone for the company, but it was also…
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Why Revenue Retention Is the Metric That Tells the Real Story Retaining an existing customer costs a fraction of acquiring…
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The most profitable companies in the world are now led by technology. As of June 2026, Alphabet, Google’s parent, sits…
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Most finance teams discovered the ceiling quickly. With 89% of finance professionals running more than half of their workflows through…
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The audit conversation around generative AI in Finance is coming. For most finance functions it has not arrived yet, but…
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FP&A teams worry less about whether AI is right and more about whether they’d be willing to sign their name…
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A Chart of Accounts (COA) is an index of all the financial accounts in a company’s general ledger and is…
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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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Many finance teams evaluating AI agents in finance are having the wrong conversation. The question is no longer whether to…
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It started with one. A planning team piloted an AI assistant to speed up variance commentary. It worked, so another…
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Midmarket finance teams face a particular version of a problem that every growing company eventually hits. The Excel models work….
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Based on an interview with Tom Hinkle, Senior Data and Analytics Leader at TIAA Tom Hinkle has spent his career…
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The CFO role has changed faster than the tools built to support it. Leadership teams that once waited for monthly…
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Why Finance Teams Are Adding AI Plugins to Excel in 2026 Adoption is no longer experimental. According to Gartner, 58%…
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The unit price of AI intelligence keeps falling. Most enterprise AI bills keep climbing. That’s the paradox nobody in the…
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What an AI Finance App Actually Means in 2026 Search for an AI finance app in 2026, and you get…
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Based on an interview with Mykola Chyzhevskyi, Finance Business Partner at Merlin Entertainments. Mykola Chyzhevskyi has managed cash during a…
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Based on an interview with Adam Hibbs, Vice President of Global AI Product Development, Commercial Operations and Licensing at AICPA…
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Based on an interview with Emily Feinstone, Accounting Manager at Aventus Advisory Group Finance teams live downstream. They receive journal…
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Manual financial consolidation is the most expensive process your finance team repeats every single month. Every month, finance teams at…
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The search for the best AI for finance usually starts with a capability comparison. Longer context windows. Better reasoning. Faster…
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Based on an interview with Cindy Vindasius, Founder and CEO of Vindasius Advisory Cindy Vindasius has done 12 ERP implementations….
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CFOs are not resisting AI. They are resisting the conditions under which most AI is currently being deployed. And those…
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Based on a conversation between Stephanie Troy, VP of Sales at Datarails, and Swati Bagri, Head of FP&A for a…
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Based on an interview with Sébastien Privel, Senior Director at The Coca-Cola Company Sébastien Privel’s first professional experience was in…
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Based on an interview with Joyce Li, CEO and Chief AI Strategist at Averanda Partners Joyce Li’s career has a…
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Your finance team already knows how to build models in Excel with working formulas and PivotTables. The problem is everything…
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Based on an interview with Rohini Jain, CFO of Bil Rohini Jain didn’t plan to go into finance. She was…
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The CFO asks for a cash position update. The controller opens three browser tabs (one for each bank portal), copies…
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