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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
 
Marketecture Middle Link
SELF SERVICE LOW CODE
web-interface Desktop Interface
desktop-interface Web Interface
natural-language-interface 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

 
Event
Accelerating Cloud Transformation with Alteryx One: M&T Bank’s Modernization Journey
See how M&T Bank modernized complex SQL and SAS pipelines across 10+ databases using Alteryx to build transparent, governed workflows and accelerate cloud-ready analytics at scale.
  • Live Webinar
  • Analytics Leader
  • IT Leader
Register Now
 
Use Case
Demand Forecasting
Empower finance teams to predict demand shifts faster and more accurately with explainable AI, automated workflows, and unified data across ERP, CRM, and planning systems.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Use Case
Fixed Asset Depreciation Automation
Tax teams replace spreadsheet-heavy depreciation work with governed, AI-supported automation that improves accuracy, speeds close cycles, and strengthens planning confidence.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Customer Story
Accelerating data utilization for financial crime prevention with Alteryx at MUFG
MUFG Bank’s Global Financial Crimes Division used Alteryx to upskill employees, automate data processes, and accelerate analytics-driven decision-making in financial crime prevention.
  • Data Prep and Analytics
  • Financial Services
Learn More
 
Use Case
Transfer Pricing Automation
Automate and standardize transfer pricing workflows with governed data, repeatable logic, and clear audit documentation using Alteryx One.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
Learn More
 
Use Case
Dynamic Price Scenario Modeling
Finance teams simulate, compare, and update pricing strategies quickly by unifying cost, demand, and market inputs in one place. Automated workflows and AI-supported analysis help analysts refresh assumptions, run scenarios, and support timely pricing recommendations.
  • Analytics Automation
  • Data Prep and Analytics
  • Data Science and Machine Learning
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