Download the essential Financial Planning and Analysis software checklist to identify must-have capabilities
The FP&A Software Checklist is designed to help finance teams identify software that will meet and exceed the requirements of today’s demands Financial Planning & Analysis. In today’s fast-paced business environment, accurate forecasting, agile decision-making, and cross-functional collaboration are critical. This checklist outlines the essential capabilities to look for in a modern FP&A platform, including driver-based scenario planning & analysis, real-time variance analysis, and seamless integration.
What are the challenges finance face in FP&A nowadays?
With today’s finance teams expected to provide actionable insights, adapt to shifting markets, and deliver value across the organization, they are facing several FP&A challenges such as:
- Projecting financials accurately in fluid business environment
- Distilling large volumes of granular financial data into meaningful guidance
- Ensuring plan-to-actual variance is easily accessible and understood by finance and its peers
What are the must-have capabilities for FP&A software?
- Financial Planning & Analysis
- Predictive Planning
- Unified Platform
- Objective AI for Data Management
- Workflow and Governance
Download the checklist to deep dive into each capability and ensure your FP&A software can support and enhance your team's strategic role.
Advanced FP&A functionality
FP&A software should support budgeting, planning, and forecasting across any financial statement and drive.
With CCH Tagetik finance teams create plans, budgets, and forecasts faster and more accurately through AI-based automation and planning functionality.
Data management functionality
FP&A software should support data integration and scalability and automated, AI-driven data management.
CCH Tagetik uses AI-based data mapping and an open architecture to ensure financial data flows seamlessly into enterprise plans.
Workflow and user experience
FP&A software should provide scalable models to support organizations that are growing in scale and complexity and enables finance-owned administration through guided wizard-based cockpits and drag-and-drop capabilities.
CCH Tagetik keeps planners on track with a process workflow and an intuitive user experience.
Download the checklist and begin the evaluation of your FP&A software!
