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
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Whether you're considering Workday Adaptive Planning or you're a long-time customer, our 3-part webinar series will show you how to: use Alteryx to upload and build or modify a level structure, use Alteryx to upload and modify a GL structure, and use Alteryx to upload data into a level and account structure in Adaptive.