Discover the most helpful resources to level up your FP&A skills
Yes, you still need your ERP (enterprise resource planning system) if you have FP&A (financial planning and analysis) software. The ERP records transactions, runs payables and receivables, and holds the…
AI can draft a budget variance explanation quickly. The harder question is whether it is explaining business performance or a mismatch in periods, account mappings, or metric definitions. Before trusting…
Every number finance reports has to survive one question, “where did this come from?”, and AI has just made that question much harder to answer. Finance data governance is what…
A practical guide for CFOs and FP&A leaders on connecting headcount planning in Excel with HRIS, payroll and general ledger data, tracking plan against actual by role and department, and…
FP&A software can compare history across a chart of accounts change by mapping old and new accounts to defined reporting…
Read more
Renewal is a useful time to compare Vena alternatives, particularly when costs or planning requirements have changed. Vena earned its…
Read more
You can start an FP&A (financial planning and analysis) implementation before redesigning your chart of accounts if the data can…
Read more
A small finance team can own an FP&A (financial planning and analysis) tool without a consultant if the tool lets…
Read more
Yes. A company that uses Google Sheets can use browser-based financial planning and analysis (FP&A) software or choose a platform…
Read more
Finance teams running SAP keep hearing the same question from their own people. Can Claude just read our numbers? One…
Read more
Ask three people in the same company for last quarter’s gross margin and you can get three answers, all of…
Read more
AI in FP&A (financial planning and analysis) can already draft variance commentary, explain reconciliation movements, pull terms out of vendor…
Read more
Every budget overrun has a moment when it could have been stopped. The trouble is, finance usually finds it only…
Read more
It’s 9:14 on a Tuesday, and the first email of the day is from a vendor. Polite, brief, a little…
Read more
The Anaplan renewal notice is what starts most of the “Anaplan alternatives” searches. Somewhere between the first quote and the…
Read more
Finance teams running NetSuite are under real pressure to put AI to work. CFOs want Claude, ChatGPT, and Copilot answering…
Read more
Most buyers researching Datarails cost find a wide spread of third-party estimates, and few of those pages explain what a…
Read more
Finance teams are already pointing AI tools at their numbers. The answers come back fast and fluent, but nothing in…
Read more
Study also finds that fears of AI-driven layoffs have not materialized, while vast majority of CFOs do not trust AI…
Read more
This piece answers the question about a critical component of the FinanceOS® architecture: the semantic layer. It gives AI tools…
Read more
Your finance team already knows how to build models in Excel with working formulas and PivotTables. The problem is everything…
Read more
Finance teams can keep working in Excel and still get real FP&A automation, because the automation that matters happens around…
Read more
Can ChatGPT or Claude transform finance data? Yes, for a single file at a single point in time. ChatGPT and…
Read more
Yes. You can build your own MCP server for finance data using MCP (Model Context Protocol), an open standard. The…
Read more
AI built into your FP&A (financial planning and analysis) tool can work with the model, current screen and configured permissions….
Read more
Most writing on AI in FP&A is either a demo video or a forecast about 2030, and neither helps a…
Read more
Moving to a financial planning and analysis (FP&A) platform does not have to mean losing your Excel logic. The risk…
Read more
What Is Prescriptive Analytics? Prescriptive analytics is a high-level form of advanced data analytics that helps organizations understand and predict…
Read more
Most finance leaders are being asked to justify AI spending they cannot yet measure. But there are two key questions…
Read more
A step-by-step look at how data moves through a finance operating system, and how the same governed layer serves finance…
Read more
Bringing your own workbook and refreshing it are the standard demo checks. Two harder tests, structural change and a second…
Read more
AI Tools for Excel: What’s Changed in 2026 Ask a room of finance people what “AI tools for Excel” means,…
Read more
A finance operating system is a governed data layer that consolidates financial and operational data from across an organization, applies…
Read more
Finance was always going to be the last function to enter the AI era. Rightfully so. Confidently wrong outputs based…
Read more
Most FP&A teams spend the bulk of the month assembling numbers rather than interpreting them. That isn’t a controversial claim,…
Read more
The pressure on finance leaders to fully implement AI FP&A tools is intense, but their reservations aren’t only about confidently…
Read more
Most finance teams that buy an FP&A platform still end up planning in Excel anyway. The gap between “we bought…
Read more
As AI takes on a larger role in financial decision-making, data integrity is becoming a top priority for finance leaders,…
Read more
Modern FP&A tools infused with artificial intelligence are transforming the entire financial planning process as we know it. Financial Planning…
Read more
With more options brought to market each day, it gets tougher to separate the best finance AI chatbots from the…
Read more
AI is changing how finance teams work, but many organizations are discovering that AI is only as effective as the…
Read more
Most finance teams don’t outgrow Excel. They outgrow manual consolidation. As different departments build their own budgeting, forecasting, and reporting…
Read more
Introduction: Why AI-Powered Month-End Close Is a CFO Priority Now It’s the 8th of the month, and the CFO needs…
Read more
For most finance teams, a forecast is already out of date by the time it lands in front of the…
Read more
Every FP&A team has lived through this moment: the board deck and the “official” forecast tell two different stories, and…
Read more
The term AI in financial modeling refers to using artificial intelligence techniques to automate and enhance the creation of financial…
Read more
Most articles about finance automation tools start and stop at the same place: AP software, invoicing platforms, and expense apps. …
Read more
Choosing financial modeling software is really a decision about how your finance team will work every day. The biggest change…
Read more
We recently closed our Series C funding round. It was a real milestone for the company, but it was also…
Read more
Why Revenue Retention Is the Metric That Tells the Real Story Retaining an existing customer costs a fraction of acquiring…
Read more
The most profitable companies in the world are now led by technology. As of June 2026, Alphabet, Google’s parent, sits…
Read more
Most finance teams discovered the ceiling quickly. With 89% of finance professionals running more than half of their workflows through…
Read more
The audit conversation around generative AI in Finance is coming. For most finance functions it has not arrived yet, but…
Read more
FP&A teams worry less about whether AI is right and more about whether they’d be willing to sign their name…
Read more
A Chart of Accounts (COA) is an index of all the financial accounts in a company’s general ledger and is…
Read more
A finance workflow process is the structured sequence of steps, approvals, and data handoffs that governs how recurring finance tasks…
Read more
Finance teams have been automating Excel for decades because the bottleneck was never the spreadsheet itself. Everything from macros to…
Read more
The cash model is back at the top of the agenda Higher rates, compressed credit markets, and significant AI-era capital…
Read more
Finance teams have always needed reports. This isn’t a new phenomenon. Some things have changed, though, including the amount of…
Read more
The State of AI Disruption in 2026: From Prediction to Reality Only a few years ago, conversations about industries affected…
Read more
The Problem that FP&A Software Does not Solve Traditional FP&A systems gave finance teams better modeling environments. What it did…
Read more
Every month, the same pattern repeats. Controllers reconcile the same intercompany balances by hand. FP&A managers hunt for the right…
Read more
The process for how to evaluate a finance operating system starts with a definition. That is harder here than it…
Read more
If you’ve ever consolidated five entity files at 11pm during close, you know the feeling: one broken reference, and your…
Read more
