FP&A guides and templates

Free guides and templates created by finance professionals for finance professionals.

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Webinars & Videos
Guides & Templates
EBOOK
EBOOK

Budgeting for AI spend

AI spend is a black hole. Here’s how to turn it into a number you can defend in front of your board.

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EBOOK
EBOOK

2027 Guide to Agentic Budgeting

A new way to run annual planning: agents run the process, finance calls the shots.

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EBOOK
EBOOK

Positioning your fractional firm for the AI era

What's changing in fractional finance, from the efficiency paradox to AI adoption, and how firms should respond.

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EBOOK
EBOOK

Claude skills for finance

Learn how finance teams are turning Claude prompts into repeatable workflows. Includes 6 free .skill files you can download and run today.

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EBOOK
EBOOK

Rolling forecast template

A free rolling forecast template that anchors to your last closed month and always looks 12 months ahead.

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EBOOK
EBOOK

How to build a finance career AI can't replace

AI career anxiety is real. Here's your 12-month roadmap for becoming a finance pro AI makes more valuable, not less.

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EBOOK
EBOOK

2026 SaaS & AI benchmarks report + interactive tool

The definitive 2026 performance benchmark for software and AI. Get the full report and see how you stack up with an interactive benchmarking tool.

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EBOOK
EBOOK

Why top CFOs are fixing their data before touching AI

Fragmented data kills AI initiatives before they get off the ground. Learn how to get your data AI-ready.

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EBOOK
EBOOK

The finance vibe coding playbook

A step-by-step guide to building custom finance tools with AI. 10 use cases, with copy-paste prompt chains, a build vs. buy guide, and tips from finance leaders doing it today.

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EBOOK
EBOOK

The finance AI prompt playbook

15 LLM prompts finance teams are using to streamline workflows and level up their analysis. Plus: Pro Tips on how to maximize value from LLMs.

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template
template

Sales capacity model for finance

A free sales capacity model template to forecast new ARR, model hiring plans, and align quota assumptions using your own data and assumptions.

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EBOOK
EBOOK

The annual budgeting & planning benchmark report

We surveyed 250 finance leaders to better understand the challenges and opportunities they're facing during the 2026 budgeting season.

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EBOOK
EBOOK

The evolution of finance orgs

We analyzed the finance org charts of 218 companies to discover how the roles, structure, and size of teams evolve across different stages of growth.

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EBOOK
EBOOK

The 5 pillars of top-performing FP&A teams

Simply doing FP&A is no longer enough to win in 2025. In this eBook, we will explore the 5 core pillars that separate the top 1% of FP&A teams from the rest.

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template
template

Headcount planning template for finance

A free headcount planning template to consolidate live HRIS and ATS data alongside centralized assumptions to build a comprehensive headcount plan.

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