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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

 

Alteryx AI-Ready Starter Kits for FP&A Analytics

 
 
Starter Kit

Budget vs Actuals Variance Diagnosis

Extend your workflow outputs with AI analysis and budget vs actuals variance diagnosis

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Starter Kit

Demand Forecasting

Generate reliable demand forecasts using harmonized signals and scenarios.

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Starter Kit

FP&A Planning Cycle Orchestration

Coordinate planning cycles with governed assumptions and scenario workflows.

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SELF SERVICE LOW CODE
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web-interface Web Interface
language-inerface 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

 
Analyst Report
Paving the Path to AI-Fueled Business in Financial Services
  • Financial Services
Read Now
 
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
 
E-Book
5 Workflows P&C Insurers Can Automate in a Week
Learn how P&C insurers can use Alteryx to automate five high-impact workflows to reduce manual effort, improve accuracy, and act faster with trusted data.
  • Financial Services
Read Now
 
Starter Kit / Template
Trial Balance Mapping and Disclosure Preparation Starter Kit

This Starter Kit helps finance teams produce disclosure-ready financial data by mapping trial balances, applying materiality thresholds, and flagging exceptions with traceable controls.

  • Analytics Leader
  • Business Leader
  • Finance Leader
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