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FP&A Insights & Best Practices
Practical guides on FP&A, budgeting, forecasting, month-end close and AI in finance for growing companies.
RECENT POSTS
Budgeting 5 min read
How to Build a Company Budget Step by Step
A practical guide to building a company budget: types, methods, steps, a worked example with illustrative figures, a calendar, common mistakes and a checklist.
OnePlan TeamRead
FP&A 5 min read
FP&A Software: How to Choose the Right One for Your SME
A practical guide to choosing FP&A software: signs you need it, evaluation criteria, questions to ask vendors and implementation phases for SMEs.
OnePlan TeamRead
Forecasting 5 min read
Rolling Forecasts: A Practical Guide
What a rolling forecast is, how it differs from the annual budget, how to choose horizon, cadence and drivers, and how to implement one step by step.
OnePlan TeamRead
Close 4 min read
Month-End Close: How to Speed It Up Without Errors
What the month-end close involves, why it drags on, and how to shorten it with a day-by-day calendar, a checklist with owners and clear controls.
OnePlan TeamRead
Excel 4 min read
Excel for Budgeting: Limits and When to Move On
Excel for budgeting works up to a point. Its strengths, its real limits, the signs it is time to change and how to migrate without giving up Excel entirely.
OnePlan TeamRead
AI 6 min read
AI in Finance: How It Is Changing FP&A
AI in finance, applied to FP&A: practical use cases, what it cannot replace, the risks worth managing and a step-by-step way to get started.
OnePlan TeamRead
Trends 5 min read
FP&A Trends Every CFO Should Follow
The FP&A trends reshaping financial planning: continuous forecasting, driver-based models, supervised AI, routine scenarios and a first step for each.
OnePlan TeamRead
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