hero background shape
E-Book

The Spreadsheet User’s Guide to Modern Finance Analytics

Love them or hate them, spreadsheets have long been the tool of choice for finance professionals. But as financial data grows in volume and complexity, the limits of spreadsheets become more obvious — they are manual, time-consuming, decentralized, and prone to human error.

Those are just some of the reasons 50% of spreadsheet users are considering more advanced analytical solutions.

In this e-book, you’ll discover how to take the spreadsheet skills you already have and add the repeatability, speed, and security of analytics automation.

Download this guide to learn:

  • The challenges of spreadsheets for modern finance teams
  • The benefits of accelerating financial insights and reporting with automation
  • High-impact finance use cases that can deliver quick wins and high ROI

Plus, learn easy steps to get you and your team started with advanced analytics and automated insights.

 

Recommended Resources

 
Blog Post
The Test Every AI Explanation in Finance Has to Pass
  • Analytics Leader
  • Business Leader
  • Finance Leader
Read Now
 
Blog Post
Why Finance Leaders Don’t Fully Trust AI and What They’re Really Checking For
  • Finance Leader
  • IT Leader
  • Finance
Read Now
 
Starter Kit / Template
Tax Apportionment Factor Computation Starter Kit

This Starter Kit helps tax teams compute apportionment factors by analyzing sales, payroll, property, and nexus data across entities.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Tax PDF Data Extraction and Normalization

This Starter Kit helps tax teams extract data from tax PDFs by reconstructing tables, normalizing fields, and flagging low-confidence outputs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Unstructured Invoice Intake and Structuring Starter Kit

This starter kit helps AP teams handle invoices from emails, PDFs, and scans by parsing fields and producing structured records.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Transfer Pricing Documentation Support Starter Kit

This Starter Kit helps tax teams produce transfer pricing documentation by linking intercompany transactions, comparables, and evidence.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More