FP&A Evaluation Checklist

Selecting a financial planning and analysis platform is an important decision, so we’ve designed a FP&A evaluation checklist to help you.

Many systems and tools offer the same or similar features, and it can be confusing

This tool has been designed to help you make an informed decision that is right for your business.

Use this interactive PDF checklist to compare the features and benefits of FP&A vendors across the core categories; productivity, functionality, technology, value and risk.

  • Productivity – What can the product do to make you and your staff more productive?
  • Functionality – What features and functions does the product have that perform the daily planning functions?
  • Technology – Does the product leverage technology for usability, customisability, and maintainability?
  • Value – How does the product maximise features and functions vs. cost for the usable lifetime of the product?
  • Risk – How does the product minimise risk and facilitate security (both network and financial security?
FP&A Evaluation Checklist Compare Software

Complete the form to download the FP&A Evaluation Checklist.

We’ve estimated a 70% reduction in time spent target-setting. This has freed up our field sales managers to spend more time with their sales teams and their customers.
Global Sales Development Manager, Amer Sports

Download Resource - FP&A Evaluation checklist

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