Newsletter Archive
Deep dives into AI, finance strategy, and the future of FP&A.
AI Agents for FP&A: From Copilots to Colleagues
Autonomous agents are moving from the lab into the planning function. Here's a practical map for finance leaders: where agents create leverage first, the architecture decisions that matter, and the guardrails that keep autonomous execution trustworthy.
What Drives SaaS Valuation Multiples in 2026: A CFO's Lens
The metrics that actually move SaaS valuation multiples in 2026 — and where finance leaders should focus to defend (or grow) their multiple.
Variance Analysis That the Board Actually Reads: A CFO's Toolkit
Move beyond 'budget vs actual' tables with a narrative-first variance analysis approach CFOs can present with confidence.
Zero-Based Budgeting in 2026: A Practical Guide for Finance Teams
What zero-based budgeting really costs, where it pays off, and how to run a pilot without boiling the ocean.
Top 9 Accounts Payable Automation Tools CFOs Are Evaluating in 2026
A no-fluff roundup of accounts payable automation platforms finance teams are testing to cut processing time and capture early-pay discounts.
How to Build a 13-Week Cash Flow Forecast (With Template)
A practical framework for building a rolling 13-week cash flow forecast that finance teams and CFOs can actually trust.
How AI is Reshaping the Modern CFO's Playbook
From forecasting to board reporting, AI is changing what finance leaders are expected to deliver.
5 AI Tools Every FP&A Team Should Be Using in 2026
A practical roundup of AI tools that are actually saving FP&A teams hours every week.
Automating the Month-End Close: A Step-by-Step Guide
Cut days off your close process with these automation strategies finance teams are using today.
What the Fed's Latest Moves Mean for Corporate Treasury
A market lens on how shifting rate policy is affecting cash management strategy.
Building an AI Governance Framework for Finance
As AI adoption accelerates, finance leaders need clear guardrails. Here's where to start.
From Spreadsheets to Copilots: The FP&A Evolution
A look at how FP&A workflows have transformed over the last five years.
The CFO's Guide to Investor-Ready AI Narratives
How to use AI to craft compelling, data-backed investor updates without losing your voice.
Cutting Costs Without Cutting Corners: AI for Cost Optimization
How finance teams are using AI to find savings that manual reviews miss.
Reading the Market: What CFOs Should Watch This Quarter
A quick market lens roundup of the macro trends finance leaders should have on their radar.
AI Due Diligence: Speeding Up M&A Without Sacrificing Rigor
How AI-assisted document review is compressing due diligence timelines.
How AI is Reshaping the Modern CFO Office
From forecasting to reporting, AI is transforming every corner of the finance function. Here's what CFOs need to know.
5 FP&A Workflows You Can Automate This Quarter
Practical, low-lift automation wins for FP&A teams looking to reclaim hours from manual work.
The CFO's Guide to Building an AI Strategy
A step-by-step framework for finance leaders to build a pragmatic, ROI-driven AI roadmap.
Robotic Process Automation: Still Worth It in the AI Era?
With generative AI dominating headlines, is traditional RPA still relevant for finance teams?
Market Lens: What Rate Cuts Mean for Corporate Treasury
A look at how shifting interest rate policy is changing treasury and cash management strategy.
Generative AI for Board Reporting: A Practical Playbook
How finance teams are using LLMs to turn raw numbers into polished board narratives in minutes.
Zero-Based Budgeting Meets AI: A New Approach
Combining ZBB discipline with AI-powered analysis to accelerate the annual planning cycle.
Why Every CFO Needs a Data Strategy Before an AI Strategy
AI is only as good as the data behind it. Here's how to get your financial data house in order first.
Invoice Processing Automation: ROI Case Study
A real-world look at the cost savings and error reduction from automating accounts payable.
Market Lens: Inflation's Lingering Effect on Cost Models
Why finance teams need to keep revisiting cost assumptions even as headline inflation cools.
AI Copilots vs Traditional BI Tools: What's the Difference?
Understanding when to use a conversational AI copilot versus a dashboard-based BI tool.
Building a Rolling Forecast Model with AI Assistance
A tactical guide to setting up a 12-18 month rolling forecast enhanced by AI-driven insights.
The Strategic CFO: Moving from Scorekeeper to Storyteller
How the CFO role is evolving from historical reporting toward forward-looking strategic narrative.
Automating Expense Report Reviews with Machine Learning
How ML-based anomaly detection is cutting manual review time for T&E expense reports.
Market Lens: The Finance Talent Shortage and What AI Can (and Can't) Fix
AI can offload manual work, but it won't solve the finance talent gap on its own. Here's what will.
Building Your First AI-Augmented Close Process
A practical guide to using AI agents and automation tools to cut your month-end close from 10 days to 5.
The Rise of Finance AI Agents: What CFOs Need to Know
Autonomous AI agents are moving from hype to production in finance teams. Here's what's real, what's coming, and how to evaluate them.
5 FP&A Processes You Can Automate This Week
You don't need a 6-month digital transformation project. Here are 5 processes you can automate before Friday — with tools you might already have.
Why Every CFO Needs an AI Strategy by Q3 2026
The finance function is being reshaped faster than most leaders realize. Here's your 90-day roadmap to building an AI-first finance team.
GPT-4o vs Claude for Financial Analysis: A Head-to-Head Test
We ran both models through 15 real finance tasks — variance commentary, board summaries, M&A memos, and more. Here's which one wins (and when).
Market Lens: How AI Is Reshaping the FP&A Software Landscape
A deep dive into the competitive dynamics of the FP&A software market as AI-native players challenge incumbents.
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