Finance resources
Browse our library of guides, templates, videos, podcasts, and blog articles for CFOs and finance professionals. Get vital insights into the state of spend management, digital transformation, and the finance profession.
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Subscription management guide
66% of business subscriptions go unused. Learn how to get more control and stop wasting money.
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ERP readiness checklist
Use our checklist to see if your organisation is ready to implement an ERP.
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CFO Salary Benchmark 2023
This survey explores salaries, gender differences, and the CFO mindset in Europe & US.
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CFO's guide to spend management
How smart company spend powers productive, collaborative work
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Expense report template
Download a ready-to-use expense report template compatible with Microsoft
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Operational spend playbook for agencies
Download our guide on operational spend specifically for agencies.
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Business budget template
Plan projects and track spending easily with this free budget template.
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Travel guide for UK companies
Make business travel a breeze with our guide to optimise travel expenses.
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7 chief obsessions of successful CFOs
The state of the CFO role, and what top leaders have in common.
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Cash budget template
Get this free ready-to-use cash budget template for easy business budgeting.
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6 keys to efficient finance & accounting operations
Build more productive, less stressed, value-adding finance teams.
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Future of Finance Work
YouGov survey of 1000+ finance leaders on remote work & digitalisation.
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Line item budget template
Set out your annual company budget with line items and cost centres
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Notion budget template
Choose this free ready-to-use Notion template to create and manage your company budget.
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Month-end closing checklist
7-step closing checklist to close the books faster and more efficiently every month.
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Marketing budget template
Plan projects and track spending easily with this free Excel template.
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How to digitalize your finance function
Bring your finance function into the 21st century with time-saving tools and processes.
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Crisis checklist for finance teams
Get everything in place to weather a financial crisis and emerge a stronger company!
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