Practical guides, playbooks, and insights to help you navigate EPM, FP&A, and data challenges.
Featured Resource
A practical guide for finance leaders navigating year-end close and planning season. Based on real challenges we've seen CFOs face during the busiest quarters of the finance calendar.
Year-end close checklist – Key tasks and timelines to keep your close on track
FY26 planning frameworks – Structured approaches to building realistic, achievable plans
Board reporting templates – Clear formats that executives actually want to see
Common pitfalls – What typically goes wrong and how to avoid it
Technology decisions – When to invest in new tools vs. improving what you have
No registration required. Direct download.
Platform comparisons
We work with multiple planning platforms and regularly help clients evaluate their options. These guides share what we've learned from real implementations.
Enterprise standard vs modern challenger. When each platform makes sense.
Read comparison →Connected planning vs consolidation focus. Different strengths for different needs.
Read comparison →Cloud-native vs enterprise incumbent. Architecture and heritage differences.
Read comparison →Modern UX vs accounting heritage. Both serve growing companies differently.
Read comparison →New generation vs proven depth. Speed vs flexibility trade-offs.
Read comparison →Consolidation focus vs complex modelling. Simpler deployment vs maximum flexibility.
Read comparison →More resources
We regularly publish practical guides based on the work we do with clients. Check back for new resources as we add them.
Detailed case studies, technical guides, and industry insights from our client work.
Read the blogReal projects, real outcomes. How we've helped clients solve specific FP&A and data challenges.
View case studiesIf you're facing a particular challenge, let's talk. We'll tell you honestly whether we can help.