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Two CFO-Level Accounting Tools to Add Value to Your Accounting Services

The CFO College

Acquiring these advanced types of services, like setting up a permanent audit trail, rolling cash forecast, month-end reporting, and strategic planning, is the secret sauce your potential client needs to know how their money flows in and out of their company (and what their financial future will look like).

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ERP and EPM Systems – Better Together

Planful

General ledger accounting. The data in an ERP system is typically summarized in the general ledger module. Orchestrating and managing a rolling forecast process. Let’s take a look at how an EPM suite handles some of these processes – starting with budgeting, planning, and forecasting. Fixed asset management.

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10 Best FP&A Software Tools: A Comprehensive Buyer’s Guide [2023]

Onplan

Finance professionals and teams today have numerous solutions available to help them plan, budget, forecast, and analyze financial information. OnPlan is a financial modeling and forecasting tool built by financial planners and analysts. Budgeting and rolling forecasts, as well as what-if scenario planning. Key features.