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.

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 …

May 20, 2019

Armanino Clients Selected as Finalists for Adaptive Insights Torchie Awards

The Armanino team is excited to see three amazing customers on the list of finalists for the Adaptive Insights Torchie Awards this year. The 7th annual Torchie Awards honor Adaptive Insights users in categories for: Exceptional Collaboration Excellence in Functional Planning Best Use of Dashboards and Analytics Greatest Improvement in Forecasting Largest Business Impact Outstanding …

July 31, 2018

Power Up Your ERP With Financial Planning & Analysis

Are you getting as much value out of your ERP as you could be? Platforms like Sage Intacct and Microsoft Dynamics allow you to better manage your business and automate some processes, but they aren’t designed for financial planning & analysis―and the reporting tools that come out of the box with ERP systems sometimes don’t …

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 …

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 9, 2017

Why Financial Planning Details Can Be Too Much of a Good Thing

Financial planning and analysis solutions have come a long way in recent years, moving design and administration away from IT and into the hands of the CFO organization. These next-generation tools can be very flexible and give users the ability to design models that are extremely detailed. The shift of control to Finance is obviously …

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 …

June 14, 2016

Gartner Magic Quadrant for CPM Lists Adaptive Insights as a Leader

Exciting news for the Adaptive Insights VAR Partner of the Year! Armanino is proud to share that Gartner has positioned Adaptive Insights as a leader in its 2016 Gartner Magic Quadrant for Strategic Corporate Performance Management Solutions report, reflecting a new category definition for CPM from Gartner. In the report, Gartner evaluates “postmodern ERP” technology strategies …

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