Excel’s flexibility and powerful calculation engine make it a natural choice for building and refining financial forecasts alongside core FP&A platforms. Its familiar interface, shared workbook capabilities, and built-in audit trails boost usability, drive collaboration, and ensure the team works from a single, reliable source of truth.
Workday has been recognized as a Customers’ Choice in the 2025 Gartner® Voice of the Customer for Financial Planning Software report. Based entirely on verified end-user feedback, this recognition reflects the strength of our partnerships and our continued focus on delivering modern, intuitive financial planning tools that help organizations thrive.
Finance leaders must understand these key aspects of AI—from foundational capabilities and strategic value to data, risk, and talent—to drive growth and competitive advantage in an AI-driven world.
Overhead costs influence more than just the bottom line—they reveal how well your business runs. With the right structure and insights, finance teams can turn these expenses into a source of control, clarity, and smarter decisions.
Retained earnings reflect the share of net profits a company retains to fuel growth and sustain operations. Mastering their calculation and forecasting empowers finance teams to harness internal capital to its fullest potential.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.