Starter Kit for Office of Finance

Jump start your finance transformation projects

Get Started with Finance Automation

Download the Office of Finance Starter Kit to get started now. With these pre-populated workflows and solutions, you can tackle a variety of tax & audit projects such as:


  • Sales tax reporting
  • Income tax provision compliance
  • Fixed asset depreciation
  • R&D calculations
  • Sales apportionment


  • Population Testing
  • Substantive testing
  • Risk analysis calculations
  • Compliance documentation
  • Internal control testing

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Starter Kit Features

Reconcile Assets and Liabilities

Quickly reconcile your balance sheet and easily identify discrepancies without wasting hours wrangling data in Excel spreadsheets or data from financial systems.

Forecast Cash Flow

Project future inflows and outflows of cash to optimize runway and manage working capital.

Monitor YTD Finance KPIs

Leverage analytic workflows to monitor financial performance and set parameters to respond to changes in expected activity.


Alteryx makes me feel powerful. It has helped me develop my self in regards to data driven mindset and problem solving skills.

Banco BMG

Henrique Pedra, Accounting Coordinator

Banco BMG