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.

July 26, 2019

Successful Financial Planning: How to Create a Functional Adaptive Insights Structure

Your journey to successful financial planning with Adaptive Insights begins with a functional Adaptive structure. This means having a clean set of GL Accounts, a logical Organization Structure, and clean ERP actuals. Start by looking at your GL Accounts. You will want to make sure they are clean and consistent across your company structure. If …

May 31, 2019

System Integration: Why You Need to Treat Your FP&A Tool Like a Baseball Lineup

Summer is almost here, and baseball season is in full swing.  For me, one of the most fascinating parts of the game is how a manager resets their lineup each day based on a variety of factors. Who’s hot or who’s injured? Who’s expected to play on the other team? Are you playing in a …

October 29, 2015

Financial Planning & Analysis Transformation to Best-in-Class

A survey conducted by APQC recently  found that only 40% of finance executives rated their financial planning & analysis (FP&A) capabilities as effective. Many finance teams use Excel as their tool of choice for financial planning, but Excel lacks collaboration, controls, and the ability to deliver timely insights. It’s no shock to learn finance executives find their FP&A systems …

Financial Planning & Analysis Transformation to Best-in-Class

A survey conducted by APQC recently  found that only 40% of finance executives rated their financial planning & analysis (FP&A) capabilities as effective. Many finance teams use Excel as their tool of choice for financial planning, but Excel lacks collaboration, controls, and the ability to deliver timely insights. It’s no shock to learn finance executives find their FP&A systems …

October 6, 2015

A Financial Planning and Analysis Tool to Challenge Your Budgeting & Forecasting Woes

Don’t wait for the end of the year to exercise your plan of action, now is the time to ditch your rusty annual budget drill and give your company a year-end check in to discover more effective budgeting processes. If you’re a CFO still utilizing spreadsheets and Excel templates with numerous rows and complex pivot …

A Financial Planning and Analysis Tool to Challenge Your Budgeting & Forecasting Woes

Don’t wait for the end of the year to exercise your plan of action, now is the time to ditch your rusty annual budget drill and give your company a year-end check in to discover more effective budgeting processes. If you’re a CFO still utilizing spreadsheets and Excel templates with numerous rows and complex pivot …

May 7, 2015

Adaptive Live 2015 Recap

Adaptive Live 2015 was a great event and our team loved meeting with so many colleagues, clients, and fellow Adaptive Insights users. The slides from the various sessions are now available from Adaptive Insights’ Product Support and Forums page. The Adaptive team also shared some great photos from the event including a few shots of the …

April 30, 2015

CFO Evolution – The Poor Man’s Scorecard

It was wonderful to attend Adaptive Live this year! During my presentation, Your Guide to Driving the CFO Evolution, with John Dunican, Partner for Armanino’s Adaptive Insights software practice, we shared a scorecard technique we use in Adaptive Insights when a client hasn’t purchased the Discovery module. We call the technique “The Poor Man’s Scorecard.”  Our clients find this …