Reply To: FP&A Software

  • Colan Witt

    January 5, 2024 at 9:30 am

    Yes, we’d be looking to utilize a multi-user budgeting system. We’re currently exporting a budget report from Management Report to Excel so we’re looking for a more structured and secure process where multiple users can view and edit the data, ideally with the ability to track changes. I know many platforms have an Excel feel to them, however we just need to be able to export the data from the FP&A software to Excel so we can then import the budget to GP when complete.

    I recently reached out to our partner and am awaiting their response. We have adequate internal staff to make the necessary API connections between the platforms.

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