xFP&A Blog

Browse featured stories and the latest posts on a variety of extended financial planning and analysis topics. 

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Intercompany Matching Report for Dynamics 365 Business Central

What is a Intercompany Matching Report ? An Intercompany Matching Report is a crucial tool used during the month-end close process in multi-company...

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Monthly Cash Flow Forecast Model for Sage Intacct

What is a Monthly Cash Flow Forecast Model ? A Monthly Cash Flow Forecast Model is a crucial tool used by CFOs and planning managers to ensure...

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Monthly Balance Sheet Forecast Report for Sage Intacct

What is a Monthly Balance Sheet Forecast Report ? The Monthly Balance Sheet Forecast Report is a valuable tool for CFOs and planning managers,...

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Monthly Profit & Loss Forecast Report for Dynamics 365 Business Central

What is a Monthly Profit & Loss Forecast Report ? A Monthly Profit & Loss Forecast Report is a popular planning model used by CFOs and planning...

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Personnel Headcount Budget Report for Dynamics 365 Business Central

What is a Personnel Headcount Budget Report ? A Personnel Headcount Budget Report serves as a workforce planning tool utilized by budget managers and...

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Project Budgeting Template for Sage Intacct

What is a Project Budgeting Template ? A Project Budgeting Template is a comprehensive tool that project-based businesses use for planning. It allows...

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Rolling 12 Month Budget Model for Dynamics 365 Business Central

What is a Rolling 12 Month Budget Input Form ? A Rolling 12 Month Budget Input Form is a dynamic budgeting tool that offers a unique alternative to...

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Payroll Budget Template for Dynamics 365 Business Central

What is a Payroll Budget Template ? A Payroll Budget Template is an essential component of an annual budget model used by HR and budget managers to...

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Sales Forecast from CRM Pipeline for Acumatica

What is a Sales Forecast from CRM Pipeline ? A Sales Forecast that leverages data from a company's CRM pipeline and sales history is a valuable...

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Driver-based Sales Forecast for Acumatica

What is a Driver-based Sales Forecast ? A Driver-based Sales Forecast is an essential planning tool used by sales managers to predict sales for the...

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