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 …

March 30, 2020

Reforecasting for Sudden Changes Using Adaptive Insights

During these unpredictable times, you might have to switch around your normal processes. We’ve been hearing from our clients about the need to do quick forecasts in Adaptive Insights. Here are some step-by-step instructions with screen shots to show you reforecasting for Sudden Changes for your business. Roll Out a Live Forecast Version Confirm 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 …

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 …

July 5, 2013

Avoid Four Common Budgeting Blunders

While there are many great tools to help you build a quality budget for your business, the greatest investment that you can make in your budgeting process is your time. With any investment in software or process, it’s important to truly determine what your business needs and not settle for something else. There are two …

June 7, 2013

Cloud Solutions Best Practices: 2013 Benchmark Study

How does your company stack up against peers in cloud software deployment and integration? The results of the Cloud Accounting Institute’s annual benchmark study are in! The 2013 benchmark study of cloud technology practices, outlook, and trends is  based on the following topics: Cloud adoption status Key expected benefits of cloud solutions Key concerns about …

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