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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.

CFO Tools Report 2024

155+ finance experts recommend these tools for the perfect tech stack.

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Supplier management guide

Understand and optimise the supplier management process.

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CFO Salary Benchmark 2024

Insights into finance salaries in the EU, UK and US.

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Spend management checklist

A guide to help you choose the best spend management solution.

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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 trends for 2024

Finance leaders share what they're focusing on in the year ahead.

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5 finance leaders' insights

CFOs discuss the importance of the finance function today.

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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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Travel expense policy template

A simple way to create and manage your company travel policy.

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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

Optimize company spend & manage your budget effortlessly.

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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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CFO trends for 2023

Finance experts' tips on efficiencies, talent shortages, & recession.

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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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Expense policy template

Ready-to-use policy document for company spending.

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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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Digital transformation cheat sheet

Complete your company's digital transformation easily.

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6 keys to efficient finance & accounting operations

Build more productive, less stressed, value-adding finance teams.

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How to make it as a startup CFO

How the best startup CFOs build & lead the finance function.

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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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CFO Salary Benchmark 2022

Salaries & perks for 800+ finance leaders in Europe & US.

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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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Report: The Finance Talent Shortage

Why 40% of finance pros say they'll leave their jobs.

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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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HMRC travel expenses guide

A cheat sheet to make travel smooth for UK businesses.

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Spend Management Assessment

Do you understand your company's spend management maturity?

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ROI Calculator

See how much you could save with our ROI Calculator

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