Finance & Beheer05 oktober, 2025
The ultimate buyer’s guide to financial planning and analysis software
Download the ultimate buyer’s guide to financial planning and analysis with a practical framework to evaluate and select FP&A software that aligns with finance leaders’ business strategy. The guide presents the key capabilities to look for in your next software, such as scenario modeling, real-time collaboration, and AI-driven forecasting, and explains how modern FP&A software can drive agility, accuracy, and strategic insight. This guide helps you identify the right scalable, data-driven, AI-powered planning solution.
The state of FP&A
FP&A teams face increasing pressure to guide strategic decisions, but often lack the digital tools needed to excel in this advisory role.
Gartner finds that 85% of financial planning and analysis (FP&A) teams struggle to sustainably support the complex business decision-making and planning needs stemming from economic turbulence.
Fragmented systems overloaded with data can lead to:
- Slow planning cycles
- Limited responsiveness
- Lack of cohesion
- Shallow analysis
- Oversimplified models
- Eroded trust
What are the steps for transitioning to a new FP&A software?
- Evaluate your current system
- Identify red flags
- Define your software requirements
- Build your buying committee
- Understand what’s new in FP&A software
- Make a business case
- Research vendors
- Build your RFP
Download the buyer’s guide to get the insights and practical tips you need and build your roadmap to FP&A success or keep reading to have a sneak peak!
Step 1: Evaluate your current system
Your first step should be to take a good look at your current system. Interview power users or FP&A staff in the trenches of planning to get a gauge of what’s working — and what’s not.
Download the buyer’s guide to get the questions that needs to be answered or download the essential FP&A software checklist to identify must-have capabilities.
Download the buyer’s guide to get the questions that needs to be answered or download the essential FP&A software checklist to identify must-have capabilities.
Step 2: Identify red flags
As FP&A tools age, they can become less agile and harder to maintain, leading to inefficiencies in planning, forecasting, and budgeting. Common red flags include manual, siloed processes that slow decision-making, frequent system issues that require costly fixes, and growing dependance on IT for basic tasks.
Download the guide for the full list of red flags to identify issues that signal the need for a software upgrade.
Step 3: Define your software requirements
The goal of FP&A software is to enable enterprise finance teams to create budgets, plans, and forecasts that lead the business towards profitability and growth that is sustainable, both financially and operationally.
FP&A software should support key tasks such us:
- Budgeting
- Forecasting
- Monitoring & analysis
- Long range planning
- Risk management
Download the guide for the detailed tasks plus bonus insights to help you in defining your software requirements.
Set FP&A up for success
Ready to take the next steps in towards a FP&A software transformation? From building the right buying committee to creating a compelling business case and selecting the best vendor, the final stages are critical to long-term success.
Download the full guide to learn how to put these steps into action.
Interested in Financial Planning and Analysis software?
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Checklist
Finance & Beheermaart 04, 2025
Unlock the full potential of your FP&A strategy
Download the essential Financial Planning and Analysis software checklist to identify must-have capabilities