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.

April 6, 2020

Armanino is the Adaptive Insights Solution Provider of the Year – Americas

Armanino is honored to be the 2020 Adaptive Insights Solution Provider of the Year – Americas. The start of 2020 wasn’t one that many would have imagined. With businesses and individuals across the globe scrambling to figured out their next moves and dealing with sudden uncertainty,  it’s essential to share some positive news as well. …

April 2, 2020

Monthly & Daily Cash Flow Forecasting Using Adaptive Insights

Cash flow forecasting has become a necessary activity in this current environment. Many of our clients have monthly financial planning models but they are not sure how to convert from a monthly view to a daily view when it comes to cash flow planning. Here are some step-by-step instructions with screen shots to show you …

January 7, 2020

Adaptive Insights’ New Partner Accreditation Program Can Help You Compare Providers

Business planning cloud solution Adaptive Insights recently announced a new Partner Accreditation program that provides a way for businesses to differentiate among Adaptive Insights providers. If you’re looking for an Adaptive Insights vendor and aren’t sure of their qualifications or experience, it will help you understand how Adaptive Insights rates them. The Partner Accreditation program …

November 18, 2019

Optimizing your Adaptive Insights Model

Typically, a client experiences enough headaches with spreadsheets that triggers a need for something more robust and collaborative.  A new Adaptive Insights client either addresses a single pain point or does a complete implementation all at once.  The planning process becomes transformed and the team works more collaboratively, spending less time with data manipulation and …

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 …

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