Financial Advisory Blog

Armanino’s Financial Advisory blog is your source for thought leadership around cloud ERP and accounting solutions and integrations. Supported by the Cloud Accounting Institute and numerous experts in cloud, finance, reporting, integration, compliance, and technology, Armanino’s Financial Advisory blog features must-read content on what’s happening in the finance industry, case studies, white papers, and much more.

November 2, 2017

How to Create a New Budget Process Using Process Tracker in Adaptive Insights

It’s that time of year when the weather starts to cool down, leaves change colors, and the smell of pumpkin spice lattes fills the air. Yup, it’s budget season! As many financial planning and analysis (FP&A) teams know, one of the pain points of budget season is getting budget owners up to speed (again) on …

July 20, 2017

With the Rise of Best-in-Breed Cloud Applications, Integration Is Key

Best-in-breed cloud solutions are the future of business applications―from your ERP solution and expense management tool to CRM. The latest innovations being invested in are all built in the cloud. And, as more people understand that “cloud” really just means using someone else’s server, versus owning and managing your own, there also are greater levels …

July 14, 2017

How to Enable the Finance Department Cloud Transformation

In my last post, I discussed how moving to cloud-based financial software can help companies address the problems of an under-performing financial system and overworked finance department. (For the skeptics out there, industry analyst firm Gartner also touts the benefits for finance departments making the cloud transformation in its 2016 report titled “Finance Moving to the …

May 24, 2017

Ending the Overworked, Underutilized Finance Department

For professionals in the finance and accounting department, long hours are business as usual. It’s normal for every reporting cycle or accounting period close to mean burning the midnight oil for days at a time. But while the members of the accounting team suffer, in this case from the lack of a healthy work-life balance, …

May 9, 2017

Accurate Finance Reporting: Tips & Tricks

Many times we see clients struggle to create reports that pull the correct data from their accounting system or corporate performance management (CPM) solution. The data has been loaded into the system correctly, but building queries or reports by hand can cause headaches if data is suddenly coded to new GL accounts or new departments …

April 19, 2017

Video Duel: Excel vs. Top-Rated Cloud Budgeting and Forecasting

Maintaining an updated budget (without errors!) is tough in Excel. Version control, lack of security, costly errors – the list goes on and on for the ways a budget in Excel can cause issues. Finance leaders often spend hours (or days) to pull together a report only to have links break because of collaboration challenges. Using …

March 29, 2017

HOW-TO: 6 Ways to Create Purchase Requisitions in Coupa

There are several ways to create purchase requisitions in Coupa. The varied options enable the typical user to choose from whichever option best fits the way that works for them with the goods and services they’re buying. It also helps from a control aspect because a user’s company is more likely to capture the buying activity at …

July 14, 2016

CityLIGHTS Women in Tech Nominee: Armanino’s Lindy Antonelli

Armanino, a Silver Sponsor of the 17th Annual ITA CityLIGHTS Awards is proud to announce that Lindy Antonelli, Partner, Cloud ERP Solutions in our Chicago-area office, has been nominated for the Prominent Women in Technology category. The Illinois Technology Association (ITA) once again puts the spotlight on the best and brightest of local Chicago tech industry superstars …

July 12, 2016

Empowering Your Financial Planning & Analysis Organization

As the business environment becomes increasingly complex, organizations need their financial planning & analysis (FP&A) resources to focus on analysis and strategic development, rather than the distribution of canned financial reports and budget templates. At the same time, managers in every level of the organization must have access to key financial and performance indicators to …

Empowering Your Financial Planning & Analysis Organization

As the business environment becomes increasingly complex, organizations need their financial planning & analysis (FP&A) resources to focus on analysis and strategic development, rather than the distribution of canned financial reports and budget templates. At the same time, managers in every level of the organization must have access to key financial and performance indicators to …

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