Discover the most helpful resources to level up your FP&A skills
Study also finds that fears of AI-driven layoffs have not materialized, while vast majority of CFOs do not trust AI to produce board-ready materials New York, October 6, 2026 –…
This piece answers the question about a critical component of the FinanceOS® architecture: the semantic layer. It gives AI tools the business context and metric definitions they need to answer…
Your finance team already knows how to build models in Excel with working formulas and PivotTables. The problem is everything that happens before the analysis starts. Things like pulling exports…
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…
Can ChatGPT or Claude transform finance data? Yes, for a single file at a single point in time. ChatGPT and…
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Someone on the engineering side points out that the protocol is open and the specification is short, and both of…
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Sit through four vendor demos in a week and the AI section of each blurs into the next, everyone’s pitching…
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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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