Finance teams are under pressure to move faster, forecast more accurately, and deliver insight, not just reports. Yet data and workflows remain fragmented across systems. What if your ERP, consolidation platform, and spreadsheets could operate as a connected, intelligent layer where AI works alongside your team to accelerate decisions?
Join Breakaway Technologies and Wolters Kluwer to see how three solutions come together to power a seamless, end-to-end finance workflow — from operational insight with SAP, to governed financial impact in CCH Tagetik, plus analysis and communication in Microsoft Excel and Microsoft Power BI.
Through practical demonstrations, you’ll see how predictive AI, automation, and familiar tools accelerate planning, consolidation, analysis, and reporting — without disrupting how finance teams work today. Learn how to connect systems, eliminate silos, and orchestrate AI across ERP and CPM platforms through a monthly close and forecast review scenario, while keeping Excel as the trusted interface for controlled, auditable outputs.
Key takeaways:
- How SAP Joule and CCH Tagetik enable conversational finance workflows across ERP and CPM
- Practical ways to integrate AI-driven insights into Excel without disrupting existing processes
- Strategies to connect planning, consolidation, and analysis across platforms
- Real-world examples of how finance teams move from operational signals to financial impact through executive-ready outputs