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Analytics for Financial Planning and Analysis

 

Automate Your Way to More Efficient Financial Analytics and Processes

Elevate the Financial Planning & Analysis (FP&A) function by enabling dynamic forecasting, reducing reliance on manual data consolidation, and uncovering trends that inform strategic planning.

 

Before it would have taken me a year to create one report of 5-year forecasts and now we can run 3300 active material numbers in less than 3 minutes. I don’t think I could even do this role without Alteryx.

Byron Waugh, Demand Planning and Forecasting Manager

SaskTel

Alteryx enables us to really go under the hood to understand the calculations that drive our clients’ bottom line

Kevin Casady, Managing Director of Mergers and Acquisitions

KPMG

Alteryx has changed our lives. It’s beyond democratizing data, it’s just made things so much easier.

Collin Ward, Chief Innovation Officer

Newport ONE

Financial Analytics Solutions for Office of Finance

 
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Office of Finance Analytics Starter Kit

Get started with pre-populated workflows for standard finance projects:

  • Indirect Tax calculation
  • Cashflow Forecasting
  • Period to date KPI reporting
  • Asset & Liability Reconciliation
 
Marketecture Middle Link
SELF SERVICE LOW CODE
web-interface Desktop Interface
desktop-interface Web Interface
natural-language-interface Natural Language Interface
collaboration Collaboration
PREPARE
  • Cleanse
  • Blend
  • Explore
ANALYZE
  • Predict
  • Geolocate
  • Generate with AI
ACT
  • Explain
  • Share
  • Report
AUTOMATION & ORCHESTRATION
APIs GOVERNANCE & SECURITY ADMINISTRATION
DATA CONNECTIVITY & INGESTION
AGNOSTIC LLM ACCESS
 
DATA PLATFORMS
 
SYSTEMS OF RECORD Link
SYSTEMS OF RECORD
 

Alteryx Office of Finance Partners

  • Service Partners
  • Cloud Partners
 

Recommended Resources

 
E-Book
5 Ways Tax Professionals in Financial Services Can Take Back Their Time
Banking tax teams are saving thousands of hours and boosting compliance with automation. Learn how 5 key processes are transformed—plus real-world results proving the impact.
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E-Book
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Learn why leaders at top global banks rely on the Alteryx AI Platform for Enterprise Analytics to automate data processes, improve decision-making, and reduce risk.
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Webinar
PwC Gold Sponsor Session: Human-led, tech-powered
In this sponsor session at Inspire on Tour in London, hear from PwC Partner Karl Saunt to hear how PwC transformed their business by investing in the democratisation of analytics, and how they have helped their customers to improve their processes and reduce their exposure to risk.
  • Finance
  • Marketing
  • Supply Chain
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Blog Post
What Tax Leaders Need to Know as They Embark on Their AI Journeys
  • Business Leader
  • Finance Leader
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Customer Video
All in with RSM US
RSM US is on the cutting edge of finance analytics, learn how Alula and Zach leverage Alteryx to analyze and transform data from over 40 blockchain data sources
  • Analytics Leader
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  • BI/Analytics/Data Science
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Customer Story
How RSM Uses Alteryx to Decode Crypto and Blockchain Transactions
Global tax and audit firm uses Alteryx to reduce the time it takes to decode crypto and blockchain transactions from weeks to hours.
  • Analytics Automation
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Learn More
 

Frequently Asked Questions

 
What value does Alteryx Financial Analytics software unlock for FP&A teams?

Blending Multiple Data Sources

Leverage data from various disparate systems, sources and data structures to make more impactful decisions based on all of your data.

Repeatable Workflows

Build a process once and re-use that same process, updating it when the data changes — reducing repetitive and manual spreadsheet processes.

Automation & Scheduling

Speed up time to insights and decisions by automating and scheduling analytic processes to run on a timed basis, freeing up time to work on more strategic initiatives.

Improved Accuracy

Reduce manual errors and risk from manual processes while increasing accuracy with automated analytics and reports.

Auditable Process

Quickly and easily look at an Alteryx workflow to gain insight into how the data has changed and what is taking place within each step of the financial analytics process.

 
What do we mean by Code-Free and Code-Friendly Analytics Software?

Code-free means tackling the most complex analytics and data science workflows by using a drag-and-drop interface for analytics modeling rather than coding language.

Code-friendly means Alteryx can integrate with popular programming languages like Python so coders can use Alteryx to accelerate, organize, and visualize their workflows.

 
How does the Alteryx platform enable Financial Planning & Analysis teams to leverage generative AI in their data analytics processes?

Generative AI makes Alteryx tools easier to use and data easier to understand. We couple generative AI with other AI models to surface meaningful insights in your data while minimizing dependence on prompt construction or visualization design skills.

 
What are the benefits of Alteryx Financial Analytics for FP&A teams?
  • Reduced business risk by eliminating manual processes, consistent access controls, and self-documenting logic.
  • Operational efficiency with automated data preparation, self-service analytics and faster data-driven decisions
  • Increased governance with centralized data management, inherent auditing capabilities and enforced compliance.
  • Innovation via collaboration, advanced analytics and rapid prototyping.
 

Alteryx Connectors

  • ERP/GL Systems
  • Tax Management
  • FP&A
  • BI Tools