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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
 
 

Alteryx Office of Finance Partners

  • Service Partners
  • Cloud Partners
 

Recommended Resources

 
E-Book
How Global Financial Institutions Automate Processes and Reduce Risk
Learn why leaders at top global banks rely on the Alteryx AI Platform for Enterprise Analytics to automate data processes, improve decision-making, and reduce risk.
  • IT Leader
  • Financial Services
Read Now
 
Event
Strengthening Banking Foundations with Data and Analytics
Discover how banks are navigating economic uncertainty, regulatory shifts, and digital transformation in 2025. Join Alteryx’s Financial Services Transformation Lead, Jawwad Rasheed, for a two-part webinar series exploring AI adoption, data-driven resilience, and real-world modernization strategies.
  • Live Webinar
  • Financial Services
Register Now
 
Event
Unlock the Power of Data Analytics for Strategic Decision-Making
  • Trainings
  • Finance Leader
  • Finance
Register Now
 

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