Reality-Based Planning: How FP&A and Tax Build Plans the Business Can Trust

Financial-only forecasts often fall apart when tax exposure, regulatory constraints, or entity-level rules surface too late in the planning cycle. This session with Baker Tilly shows how finance, tax, and compliance teams shift to reality-based planning by embedding those real-world constraints directly into forecasting workflows.

Watch this webinar to see how Alteryx helps Baker Tilly build governed, repeatable processes that bring tax rules, regulatory requirements, and entity-specific logic into planning, so teams can model impacts earlier, reduce last-minute surprises, and produce forecasts leadership can trust.

In this webinar, you’ll learn how to:

• Integrate tax and regulatory data into planning models
• Encode jurisdiction- and entity-specific rules for scenario analysis
• Accelerate what-if modeling across planning cycles
• Build governed, reusable workflows that support cross-team collaboration

Walk away with practical steps for producing forecasts that reflect how your business actually operates in the real world, not just how it looks on paper. Explore more in the solution brief.