RESOURCES

Resources for better finance decisions

Research, self-assessments and frameworks for finance leaders in investor-backed businesses. All free, all short enough to be useful.

E-BOOKS

Practical thinking for modern finance teams

Covering FP&A, Power BI and data-driven financial planning.

Cover of The Data Driven FP&A Playbook

E-BOOK

The Data Driven FP&A Playbook

Your complete roadmap to transforming FP&A performance in professional services.

Written for FP&A professionals and finance leaders in professional services firms.

E-book · 20 pages · PDF

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Cover of the PowerBI Implementation Checklist for Financial Reporting and Data Analytics

E-BOOK

PowerBI Implementation Checklist for Financial Reporting & Data Analytics

Why is this checklist important for you and your business?

Written for finance teams preparing or reviewing a Power BI implementation for financial reporting and data analytics.

E-book · 36 pages · PDF

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Cover of the Ultimate Guide to Power BI and FP&A

E-BOOK

Ultimate Guide to Power BI and FP&A

Financial Planning & Analysis (FP&A) serves as the bedrock of data-driven decision-making within organisations.

Written for FP&A teams and finance leaders using, or considering, Power BI.

E-book · 20 pages · PDF

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WEBINARS

Finance conversations, on demand

Twelve recordings on board reporting, Power BI, scenario planning and finance automation.

Not sure where to start

The TRUE FP&A Assessment takes five minutes and points you at the area that needs attention first.