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Read up for news, tips and tricks about budgeting, planning and forecasting.

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How Developing a Knowledge Base Can Improve and Scale Your Customer Service

Are you interested in scaling your customer service? Having an accessible knowledge base is a great start. A knowledge base consists of various topics of information about your company, including what your product and/or service offerings are, answers to commonly asked questions, etc. Customers can search through this information on…

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The Tip of the Iceberg: Budgeting and Forecasting Challenges

Are you making decisions today based on last week’s information? Many people are overloaded with information during the budgeting process – sales and revenue data, compensation and CapEx planning, project, expense and profitability information, and much more. And, for many, this data comes in various Excel spreadsheets, from multiple sources,…

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Free eBook: Design the Right Business Budget Templates for Your Budgeting Process

Do you find yourself spending hours during the budgeting process simply designing the budget? Have you ever received an Excel worksheet you needed to update with your budget information and then found yourself feeling frustrated and confused trying to decipher formulas, keep track of which cell was referring to which…

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Financial Process Automation is the Secret to Saving Time and Money — Here’s How

Financial process automation can save businesses time and money, yet many CFOs are reluctant to embrace it. There are many directions financial process automation can take — employee expense automation, accounts payable automation, accounts receivable automation, automating the budgeting and forecasting process, and beyond. The result can be less time…

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