hero background shape

How SoFi Bank Improved Cash Forecast Accuracy

Having cash on hand can make or break your business. And no one knows that like a bank.

So to help you improve your cash forecasts, we’ve brought in the experts: SoFi Bank, known for simplifying finance for businesses and individuals alike.

In this webinar replay, SoFi reveals how they boost forecast accuracy and simplify the process, with a little help from automated analytics. You’ll see how the company aggregates loan data into a single source of truth, then groups it according to value for spot-on cash flow insights.

Watch and learn how to:

  • Manage liquidity with today’s automated tools
  • Organize and categorize loans to promote accurate predictions
  • Forecast cash flow simply and precisely, while complying with best practices
 

Recommended Resources

 
Blog Post
What Three Finance Teams Got Right Before Adding AI
  • Analytics Leader
  • Finance Leader
  • IT Leader
Read Now
 
Event
Trustworthy AI in Tax: How Crowe Built the Foundation That Makes It Work
Join tax and transformation leaders from Crowe to see how they built a foundation for trustworthy AI with Alteryx — combining validated data, business-defined logic, governed workflows, and human oversight. You’ll also see a real tax workflow running end to end.
  • Live Webinar
  • Finance
Register Now
 
Blog Post
What Finance Workflows Need Before AI Agents Can Take Action
  • Analytics Leader
  • Finance Leader
  • Professional
Read Now
 
Customer Story
Ayvens Bank Accelerates Month-End Close with Alteryx
Discover how Ayvens Bank automated its month-end close with Alteryx, replacing manual reporting processes with scalable, trusted workflows that save time, improve accuracy, and support finance analytics across the organization.
  • Data Analytics
  • Finance
  • Financial Services
Learn More
 
Customer Story
Siemens Energy Accelerates Manufacturing Intelligence with Alteryx
Learn how Siemens Energy's finance and controlling team used Alteryx to replace manual reporting with governed, automated workflows.
  • Finance
  • Operations
  • Energy and Utilities
Learn More
 
Customer Story
Papa Johns Scales Finance Transformation with Alteryx One and Google Cloud
Discover how Papa Johns replaced hundreds of hours of manual finance work with governed, auditable Alteryx workflows, and built the logic layer their AI investment needed to deliver real business outcomes.
  • Data Analytics
  • Finance
  • Retail and Consumer Goods
Learn More