Month-End Close Software: How Controllers Should Compare Platforms
A controller-led software evaluation framework for orchestration, reconciliations, journals, ERP integration, implementation and control ownership.
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Practical guidance for finance teams
Blog
Clear explanations, practical guides and comparisons for the decisions finance teams make.
Liquidity Management Software: A Corporate Treasury Buyer’s Guide
Evaluate liquidity management software for corporate treasury across cash visibility, forecasting, funding, pooling, controls, integrations and implementation.
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Invoice OCR Software: A Finance Buyer’s Guide to Accuracy and Controls
A dated, scope-aware product map and independent test plan for comparing invoice extraction, line items, confidence, validation, matching, ERP fit and controls.
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Hedge Accounting Software: A Control-First Buyer’s Guide
A requirements-led guide for treasury accounting teams assessing current standards, documented product capabilities, buyer tests and specialist-review gates.
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Headcount Planning Software: FP&A Buyer Guide and Product Map
A dated product map and finance-led framework for testing position records, workforce costs, approvals, confidentiality, integrations and reconciliation.
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FP&A Automation: What to Automate, Control and Keep Human
A practical guide to choosing FP&A automation architecture and automating data, models, forecasts, analysis and reporting without losing model ownership or approval control.
15 min read
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ERP vs Accounting Software: Where Finance Should Draw the Boundary
A finance-led comparison of accounting software and ERP, covering system-of-record boundaries, multi-entity needs, integrations, total cost and migration triggers.
12 min read
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ERP Evaluation: A Finance-Led Scorecard and Approval Framework
A finance-led gate-and-score framework with a copyable 100-point scorecard for testing ERP requirements, controls, integrations, migration, delivery, vendors and total cost.
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Enterprise Billing Software: Product Map and Evaluation Guide
A dated, neutral product map and control-first method for evaluating recurring, usage-based and ERP-connected enterprise billing platforms.
17 min read
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13-Week Cash Flow Forecast: Process, Assumptions and Controls
A control-first operating guide for treasury teams that need a forecast they can roll, challenge and use for near-term liquidity decisions.
13 min read
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