How CFOs Can Mitigate Risks in the Age of Agentic AI
Finance leaders must adapt to the age of agentic AI by mitigating new risks with strategic frameworks that prioritize security, transparency, and ethical practices
Finance
News, trends, and insights for finance leaders and professionals.
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Why Small Businesses Should Switch to Cloud Accounting Software
Cloud accounting software gives small businesses automated, real-time control of their finances. Below we unpack core benefits, must-have software features, and a five-step roadmap to help owners choose the right solution.
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Aligning Finance and IT: The Key to Unlocking Enterprise Value
To create robust, sustainable growth, organizations must strategically align their finance and IT departments, moving beyond traditional silos to enable better insights.
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Top 7 Financial Reports for Small Businesses
Strong financial visibility turns complexity into confidence, revealing where your business excels and where it needs attention. Discover the right financial reports to empower your small business to drive sustainable growth.
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How to Calculate (and Forecast) Average Revenue
Forecasting average revenue helps finance leaders understand how value flows through the business. With the right data and tools in place, it becomes a powerful way to spot trends, guide strategy, and drive long-term planning decisions.
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How AI in Accounting Helps Close Your Books
Closing the books is one of the most time-sensitive and resource-intensive responsibilities in finance. But AI can streamline the process, enabling your accounting team to shift their focus from fixing problems to driving strategy.
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Holistic Financial Planning and Integrated FP&A
Finance teams are under pressure to plan faster, more often, and with input from every corner of the business. Holistic financial planning and integrated FP&A make that possible by connecting people, data, and decisions in real time.
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How to Calculate (and Forecast) Accounts Payable
Strong accounts payable forecasts give finance leaders early visibility into upcoming cash requirements and payment timing. With the right approach, AP serves as a practical tool for managing liquidity and strengthening operational control.
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FP&A Beyond Excel: A Modern Approach
Excel built the foundation of FP&A, but it wasn't designed for the speed or scale modern finance demands. Learn why today’s finance leaders are adopting a more connected planning approach that moves with the entire business.
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Data-Driven Decisions: How CFOs Can Use Analytics for Competitive Advantage
More than ever, finance leaders must possess a broader skill set, including the ability to analyze complex data, identify trends, and provide insights that inform critical business decisions and create value.
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Financial Consolidation and Close Process: A Guide
Financial consolidation and close is more than a reporting cycle—it’s a test of how connected, agile, and future-ready finance really is. Modernizing the process is the key to moving faster with confidence.
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Navigating Tariffs: A Retailer's Imperative for Agility and Growth
Understand what retailers need to not only survive but thrive with the uncertainty of tariffs.
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FP&A Best Practices for Success
Financial planning and analysis has become more than a reporting function. Learn how today’s FP&A teams play a role in shaping strategy, guiding decisions, and helping companies stay agile in changing environments.
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Finance Digital Transformation: What Does It Even Mean?
Finance teams today face more pressure than ever to deliver speed, accuracy, and insight. Digital transformation in finance is how leading organizations are closing the gap between rising expectations and outdated processes.
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From Efficiency to Ingenuity: How AI Is Reimagining Finance
Discover how AI and automation can transform the finance function by empowering CFOs to drive creativity and efficiency.
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Future-Proofing Finance: Insights From Workday CFO Zane Rowe
Workday CFO Zane Rowe talks about the importance of agility, technology, and self-care in a finance organization poised to thrive into the future.
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CFO Playbook: 25 Strategies to Counter Declining Consumer Confidence
Finance leaders must think about how their organizations should respond in the face of future uncertainty, both in the short-term and beyond.
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10 Tactics for Managing Expenses When Expanding an Enterprise Footprint
Enterprise growth raises the stakes for how expenses are tracked, managed, and optimized. These tactics offer a clear path for finance leaders to stay in control while enabling their organizations to scale with agility and speed.
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10 Accounting Reports and the Best Templates
The right accounting reports don’t just track the past—they guide the future. From essential templates to scalable systems, finance teams need to build reporting structures that drive smart, data-informed decisions.
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Revenue Cycle Management Automation: The Complete Guide
Automation is changing how revenue gets managed—from routine manual processes to strategic, integrated, forward-thinking processes. For finance teams, it’s creating space to move faster, think bigger, and stay ahead of what’s next.
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12 Sales Forecasting Methods for Enterprise Business
Forecasting isn’t guesswork—it’s strategy. From historical trends to AI-driven financial forecasting models, learn twelve proven forecasting methods that help enterprise leaders plan with clarity and precision.
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A Guide to Cost-Benefit Analysis in FP&A
Cost-benefit analysis remains one of the most effective ways FP&A teams can drive strategy. Here’s how modern finance teams structure cost-benefit analyses, avoid common pitfalls, and apply the framework to real business decisions.
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The 4 Make-or-Break Priorities for Professional Service Firms in 2025
Explore key trends and findings within the 2025 Professional Services Maturity™ Benchmark report—and how professional services organizations can leverage them for current and future success.
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Top Metrics for FP&A Teams to Track
Strategic finance teams are redefining their role by using data to drive decisions, not just report on them. Finance leaders must understand the most important FP&A metrics to track—and how they help organizations plan smarter and adapt faster.
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The Future of Business Spend Management Looks Like This
Artificial intelligence and automation are transforming business spend management, helping companies make smarter financial decisions and build long-term resilience. Explore how modern business spend management solutions are evolving and the key trends shaping the future of financial strategy.
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The CFO as Storyteller: Weaving Compelling Narratives From Financial Data
Explore how modern CFOs can transform financial data into powerful narratives, engage stakeholders, and drive strategic decisions with storytelling acumen.
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Automated Invoice Processing: Everything You Need to Know
Automation has fundamentally changed how invoice processing functions. Find out how automating invoice workflows, from AI capture to ERP integration, enhances efficiency and prepares finance teams for the future.
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Navigating Tariffs: Everything a CFO Needs to Know
Finance leaders must assess risks, evaluate supply chains, and plan for a variety of scenarios to minimize the effects of tariffs while maintaining organizational agility.
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6 Ways CFOs Need to Use AI Right Now
Forward-thinking CFOs are leveraging AI to transform their teams and revolutionize finance. Understand why it’s critical that finance leaders embrace AI to stay competitive in a data-driven world.
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The Ultimate CFO Guide: How to Thrive Amid Economic Volatility
Discover strategies for CFOs to navigate market volatility in 2025. Learn how to embrace financial flexibility and drive sustainable growth.
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Key Financial Services Trends to Watch Right Now
Uncover pivotal trends shaping financial services in 2025. Learn how AI, embedded finance, and personalized wellness strategies are crucial for financial professionals and analysts.
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FP&A Reporting Solutions for Businesses
FP&A reporting has evolved from basic financial tracking to a critical driver of business strategy, helping companies make faster, smarter decisions. Read on to discover the right FP&A reporting solution for your business.
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Continuous Planning in Finance: The Complete Guide
Traditional financial planning is too slow for today’s changing markets. Learn how continuous planning gives finance teams real-time insights to adapt, forecast accurately, and make smarter decisions.
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Workday Podcast | The Data Equation: Solving for Speed, Scale, and Accuracy in Business Transformation
To thrive in today’s rapidly evolving business landscape, financial services organizations must harness the power of their data. Join us on Workday Shift: Moving Financial Services Forward for a conversation with Lee Vanderpool, chief accounting officer at General Atlantic. Vanderpool reveals how extracting key insights from data fuels competitive advantage and enables agility in decision-making.
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Business Process Automation: The Complete Guide
Business process automation is transforming how companies streamline operations and enhance decision-making. Explore real-world examples, key benefits, and strategies for successful implementation.
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Why Emotional Intelligence Is Crucial for Today’s CFOs
Emotional intelligence is a necessity for today’s finance leaders. Understand its pivotal role in leadership and strategic business success.
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How AI Is Changing Corporate Finance in 2025
From automating complex processes to delivering real-time strategic insights, AI is empowering corporate finance teams to not only keep up with the pace of change—but to lead it.
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A Day in the Life of a Financial Analyst
Financial analysis is a critical part of operating a successful finance team. But what do they do, what tools do they use, and what skills do they need? Read on for a snapshot of the working life of a financial analyst.
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From CFO to Chief Value Officer: A Strategic Evolution
Unlock the potential of CFOs as chief value officers, balancing traditional roles with strategic foresight to drive value creation.
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The Top 5 Ways to Leverage AI for Financial Analysis
AI is playing an increasingly integral role in finance teams—but many organizations still have low adoption rates. Read on to learn five key ways to use AI for financial analysis to drive greater results.
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6 Scenario Planning Tools for Strategic Business Management
Navigating uncertain times is hard for any business—but it doesn’t have to be. Learn how scenario planning tools can set your business up for success.
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The Future of Accounting: How AI Can Help Tackle the CPA Shortage
Explore how automation is shaping the finance and accounting professions, improving organizational efficiency, and helping to recruit and retain talent for the long term.
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The CFO’s Guide to Crushing the Competition (Without Breaking a Sweat)
Navigate the competitive business landscape with our CFO guide, offering expert strategies to build sustainable growth and transform financial acumen into a strategic advantage.
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How AI Is Shaping Predictive Analytics in Finance
AI has already led to huge changes in predictive analytics in finance, and the biggest are yet to come. Learn how automation and advanced data analysis are turning finance teams into strategic leaders.
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2025 Financial Planning Trends Every CFO Should Know
2025 is well underway—but what will the defining trends be for CFOs? Read on to learn about the importance of upskilling finance teams, adopting cloud-based solutions, and AI as a key enabler of integrated finance.
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How Workday CFO Zane Rowe Took a Career Detour and Found Success
Sometimes taking a position not normally associated with finance pays outsized dividends. Workday CFO Zane Rowe talks career, customers, AI, and finance in a CFO Thought Leader podcast.
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Workday Podcast | Make Your Move: The Future for FSI with Forrester
In an era of constant change, staying ahead of the curve is crucial. In this installment of the podcast series Shift: Moving Financial Services Forward, we talk with Oliwia Berdak, financial technology research director at Forrester Research. We caught up with Berdak to talk about Forrester’s predictions for 2025 and beyond
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Workday Podcast: Integrity’s People-First Approach to Large-Scale Growth
Dallas-based broker Integrity maintains a positive employee culture by focusing on its people—and employee-friendly technology is a big component of that. Integrity’s Chief People and Culture Officer Rachelle McReynolds shares insights.
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Workday Nonprofit Innovation Awards Winners 2024
We’re thrilled to celebrate our nonprofit customers who continue to provide critical services through their agility and dedication. Read on to learn this year’s category winners for the Workday Industry Innovation Awards.
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Workday Podcast: How Washington University Evolved Into a Data-Driven Organization
Washington University’s Jason Burg discusses how the prestigious St. Louis institution empowered its people with data-driven insights, setting the stage for strategic change and transforming the student experience.
