FP&A professionals can always use a little help streamlining how they budget, plan, analyze and report. With that in mind we’ve

gathered together our most popular resources to help you create and optimize your financial plan.



Start with this 3-minute overview to see how it’s never been easier to plan, budget, analyze and report.
4 short videos show our products in action. Watch them all or just the ones relevant to your business or ...
Automate the secure exchange of financial information with your GL for actuals vs. budget comparisons and accurate forecasts.
Regularly scheduled live webinars cover a broad range of topics to help finance professionals improve their FP&A processes.


Are you ready for the most challenging budgeting season yet? Don't dread it - prepare for it!
Identify, analyze, and understand your business’s cash flow needs and stay on top of them in times of change.
Learn from finance executives about what they are doing to plan for the second half of 2020 and prepare for ...
Learn how to tackle common CFO challenges like time, data, and technology with five proven plays for CFO success
The modern business environment has made strategic workforce planning a necessity. Learn how to do it right.
Learn why scenario planning is the best defense against uncertainty in an unpredictable economy


Intelligent forecasting enables your organization to effectively course correct as conditions change or new trends emerge
Forecasting is at the heart of everything the finance team does. Explore the how to transform your scenario planning and ...
Forecasting your future cash position can put you in the driver’s seat as you rise to meet evolving needs.
Moving from annual budgets to rolling forecasts is a pretty big deal. There are several strategies you can use to ...


See how accurate financial analytics and dashboard reporting make performance management accessible to everyone.
When you know how you are performing against your goals, you can make quick decisions to course correct.
Forbes dubbed Excel the most dangerous software on the planet, yet many companies rely on it for budgeting, planning, and ...


Maxwell Rule discusses the advantages of monitoring, analyzing and accurately budgeting for labor and related benefit costs.
Decisions are made based on financial information, and trust in the data is critical. Using Excel can create tension in ...
Gina Aspromonte’s team can quickly model major changes to show the impact of adding a major new project or selling ...

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