Discover the most helpful resources to level up your FP&A skills
Yes. FP&A (financial planning and analysis) software can forecast from operational drivers such as bookings, visits or units, while using general ledger (GL) actuals to calibrate assumptions and reconcile results….
Yes. FP&A (financial planning and analysis) software can manage multiple budget versions and scenarios side by side. Versions record saved iterations of a plan, while scenarios test different assumptions. Centralized…
FP&A (financial planning and analysis) software handles headcount planning by modeling each position, with its start date, salary and loaded cost, and mapping it to the departments and accounts in…
Yes, FP&A (financial planning and analysis) software can support a three-statement model, linking the income statement, balance sheet and cash flow statement so a change in one flows through the…
FP&A (financial planning and analysis) software with consolidation capabilities can combine data from multiple ERPs (enterprise resource planning systems) while…
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FP&A (financial planning and analysis) software connects through supported connectors, APIs (application programming interfaces), file imports or an existing warehouse….
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FP&A (financial planning and analysis) numbers and business intelligence (BI) reports can disagree when they use different definitions, reporting periods,…
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You may need FP&A (financial planning and analysis) software alongside Snowflake or BigQuery if budgeting, approvals and forecasts still depend…
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Neither relational nor cube-based FP&A (financial planning and analysis) software is inherently easier to maintain. For a team without a…
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Every team in your company is paying the same hidden AI tax for the same reason, and the CFO is…
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Yes, you still need your ERP (enterprise resource planning system) if you have FP&A (financial planning and analysis) software. The…
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AI can draft a budget variance explanation quickly. The harder question is whether it is explaining business performance or a…
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Every number finance reports has to survive one question, “where did this come from?”, and AI has just made that…
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A practical guide for CFOs and FP&A leaders on connecting headcount planning in Excel with HRIS, payroll and general ledger…
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FP&A software can compare history across a chart of accounts change by mapping old and new accounts to defined reporting…
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Renewal is a useful time to compare Vena alternatives, particularly when costs or planning requirements have changed. Vena earned its…
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You can start an FP&A (financial planning and analysis) implementation before redesigning your chart of accounts if the data can…
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A small finance team can own an FP&A (financial planning and analysis) tool without a consultant if the tool lets…
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Yes. A company that uses Google Sheets can use browser-based financial planning and analysis (FP&A) software or choose a platform…
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Finance teams running SAP keep hearing the same question from their own people. Can Claude just read our numbers? One…
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Ask three people in the same company for last quarter’s gross margin and you can get three answers, all of…
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AI in FP&A (financial planning and analysis) can already draft variance commentary, explain reconciliation movements, pull terms out of vendor…
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Every budget overrun has a moment when it could have been stopped. The trouble is, finance usually finds it only…
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It’s 9:14 on a Tuesday, and the first email of the day is from a vendor. Polite, brief, a little…
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The Anaplan renewal notice is what starts most of the “Anaplan alternatives” searches. Somewhere between the first quote and the…
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Finance teams running NetSuite are under real pressure to put AI to work. CFOs want Claude, ChatGPT, and Copilot answering…
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Most buyers researching Datarails cost find a wide spread of third-party estimates, and few of those pages explain what a…
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Finance teams are already pointing AI tools at their numbers. The answers come back fast and fluent, but nothing in…
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Study also finds that fears of AI-driven layoffs have not materialized, while vast majority of CFOs do not trust AI…
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This piece answers the question about a critical component of the FinanceOS® architecture: the semantic layer. It gives AI tools…
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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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Finance teams can keep working in Excel and still get real FP&A automation, because the automation that matters happens around…
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Can ChatGPT or Claude transform finance data? Yes, for a single file at a single point in time. ChatGPT and…
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Yes. You can build your own MCP server for finance data using MCP (Model Context Protocol), an open standard. The…
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AI built into your FP&A (financial planning and analysis) tool can work with the model, current screen and configured permissions….
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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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Moving to a financial planning and analysis (FP&A) platform does not have to mean losing your Excel logic. The risk…
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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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