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 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 …

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 …

April 3, 2015

Hybrid Application Architecture and Integrations On the Rise

As more and more organizations make the transition to the Cloud, they are realizing the rise of a hybrid application architecture. A hybrid application architecture boasts a mix of application types with some key business applications residing in the cloud (public or private) and other applications remaining on-premise. To effectively scale and enhance efficiency with such a hybrid …

September 2, 2014

Prepare for the Season with Adaptive Insights Budgeting

Budgeting Season is coming! Here are some tips to help you get your Adaptive Insights planning model ready. Run formula validation to make sure your budget version is error-free. Update allocation rules in the Allocation Manager. Validate initial budget driver and assumption values. Create reports with alternate reporting structures using Account Attributes and Level Attributes. Test …

August 13, 2014

Targeted Integration Solutions on a Tight Budget

IT budgets have traditionally been focused on maintaining current systems rather than upgrades or new implementations, but that will all soon change, according to the recent article around integration solutions titled Five Disruptive Forces Changing the Role of the Systems Integrator in ITBusinessEdge. With new changes in financial systems, CFOs are becoming the IT decision makers and …

October 16, 2013

Why Are More Companies Abandoning Budgets in Favor of Rolling Forecasts?

Strategic CFOs seeking to take their finance teams, and their companies, to the next level need to abandon traditional budgets and adopt rolling forecasts—ASAP. See why CFOs and finance executives find little value in the traditional budgeting process and how rolling forecasts allow them to respond rapidly to market trends, increase their bottom lines, decrease …

August 21, 2013

The Hidden Costs of Running Your Planning Process in Excel

Our firm has many small-to-medium business clients. Often, we get the question of whether it is feasible for them to let go of Excel as their primary means of forecasting, replacing it with purpose-built software. Many think they are not large enough to justify buying software to aid in their planning process. Clients often believe …

July 16, 2013

Maximize your Dynamics ERP with Budgeting, Forecasting, and Financial Reporting

While using data to review past results can be helpful, it doesn’t typically allow for agile strategic planning. And Armanino knows you’re always looking for new opportunities to grow your company. If your infrastructure already includes Dynamics AX or GP, then you’ll appreciate that while these systems are robust, pulling data from them can be …

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