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Analytics for Financial Planning and Analysis

 

Automate Your Way to More Efficient Financial Analytics and Processes

Elevate the Financial Planning & Analysis (FP&A) function by enabling dynamic forecasting, reducing reliance on manual data consolidation, and uncovering trends that inform strategic planning.

 

Before it would have taken me a year to create one report of 5-year forecasts and now we can run 3300 active material numbers in less than 3 minutes. I don’t think I could even do this role without Alteryx.

Byron Waugh, Demand Planning and Forecasting Manager

SaskTel

Alteryx enables us to really go under the hood to understand the calculations that drive our clients’ bottom line

Kevin Casady, Managing Director of Mergers and Acquisitions

KPMG

Alteryx has changed our lives. It’s beyond democratizing data, it’s just made things so much easier.

Collin Ward, Chief Innovation Officer

Newport ONE

Financial Analytics Solutions for Office of Finance

 
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Office of Finance Analytics Starter Kit

Get started with pre-populated workflows for standard finance projects:

  • Indirect Tax calculation
  • Cashflow Forecasting
  • Period to date KPI reporting
  • Asset & Liability Reconciliation
 
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SELF SERVICE LOW CODE
desktop-interface Desktop Interface
web-interface Web Interface
language-inerface Natural Language Interface
collaboration Collaboration
PREPARE
  • Cleanse
  • Blend
  • Explore
ANALYZE
  • Predict
  • Geolocate
  • Generate with AI
ACT
  • Explain
  • Share
  • Report
AUTOMATION & ORCHESTRATION
APIs GOVERNANCE & SECURITY ADMINISTRATION
DATA CONNECTIVITY & INGESTION
AGNOSTIC LLM ACCESS
 
DATA PLATFORMS
 
SYSTEMS OF RECORD Link
SYSTEMS OF RECORD
 

Alteryx Office of Finance Partners

  • Service Partners
  • Cloud Partners
 

Recommended Resources

 
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
 
Starter Kit / Template
Regulatory Filing Data Preparation Starter Kit

This Starter Kit helps compliance and finance teams prepare regulatory filings by standardizing datasets, validating rules, and assembling submission-ready outputs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Accounting Close Exception Resolution Starter Kit

This Starter Kit helps accounting close teams detect and resolve close breaks earlier using validation rules, materiality thresholds, and exception workflows that produce audit-ready evidence.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Legal Entity Relationship Mapping

This Starter Kit helps finance, legal, and tax teams map corporate ownership structures by linking entity records, exposures, and registry data.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Intercompany Matching and Elimination Starter Kit

This Starter Kit helps consolidation teams compare entity ledgers, match counterparties, and generate elimination entries with reconciliation packs.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 
Starter Kit / Template
Vendor Risk Control Monitoring Starter Kit

This Starter Kit helps procurement and risk teams monitor vendors by tracking sanctions signals, control expirations, and payment exposure.

  • Analytics Leader
  • Business Leader
  • Finance Leader
Learn More
 

Frequently Asked Questions

 
What value does Alteryx Financial Analytics software unlock for FP&A teams?

Blending Multiple Data Sources

Leverage data from various disparate systems, sources and data structures to make more impactful decisions based on all of your data.

Repeatable Workflows

Build a process once and re-use that same process, updating it when the data changes — reducing repetitive and manual spreadsheet processes.

Automation & Scheduling

Speed up time to insights and decisions by automating and scheduling analytic processes to run on a timed basis, freeing up time to work on more strategic initiatives.

Improved Accuracy

Reduce manual errors and risk from manual processes while increasing accuracy with automated analytics and reports.

Auditable Process

Quickly and easily look at an Alteryx workflow to gain insight into how the data has changed and what is taking place within each step of the financial analytics process.

 
What do we mean by Code-Free and Code-Friendly Analytics Software?

Code-free means tackling the most complex analytics and data science workflows by using a drag-and-drop interface for analytics modeling rather than coding language.

Code-friendly means Alteryx can integrate with popular programming languages like Python so coders can use Alteryx to accelerate, organize, and visualize their workflows.

 
How does the Alteryx platform enable Financial Planning & Analysis teams to leverage generative AI in their data analytics processes?

Generative AI makes Alteryx tools easier to use and data easier to understand. We couple generative AI with other AI models to surface meaningful insights in your data while minimizing dependence on prompt construction or visualization design skills.

 
What are the benefits of Alteryx Financial Analytics for FP&A teams?
  • Reduced business risk by eliminating manual processes, consistent access controls, and self-documenting logic.
  • Operational efficiency with automated data preparation, self-service analytics and faster data-driven decisions
  • Increased governance with centralized data management, inherent auditing capabilities and enforced compliance.
  • Innovation via collaboration, advanced analytics and rapid prototyping.
 

Alteryx Connectors

  • ERP/GL Systems
  • Tax Management
  • FP&A
  • BI Tools