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

 
Customer Story
Sunbelt Rentals Scales Finance Transformation with Alteryx One
Learn how Sunbelt Rentals built a governed, enterprise-scale analytics program, automating critical finance and operations workflows, and delivering more than $2M in analytics value.
  • Analytics Automation
  • Finance
  • Professional Services
Learn More
 
Blog Post
Why Finance Teams Need to Modernize the Logic Behind Spreadsheets
  • Analytics Leader
  • Professional
  • Data Analytics
Read Now
 
Blog Post
What Finance Leaders Need to Solve Before Deploying AI Agents
  • Analytics Leader
  • Business Leader
  • Finance Leader
Read Now
 
Blog Post
The Real Reason AI Isn’t Paying Off in Finance
  • Analytics Leader
  • Finance Leader
  • IT Leader
Read Now
 
Event
Live Walkthrough of AI-Ready Starter Kits for Demand Forecasting
Discover how AI-Ready Starter Kits help finance teams modernize demand forecasting with automated workflows, AI-assisted analytics, and more accurate planning insights.
  • Live Webinar
  • Data Prep and Analytics
  • Finance Leader
Register Now
 
Starter Kit / Template
Trial Balance Mapping and Disclosure Preparation Starter Kit

This Starter Kit helps finance teams produce disclosure-ready financial data by mapping trial balances, applying materiality thresholds, and flagging exceptions with traceable controls.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More