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 …

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 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 …

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 …