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 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 …