CFO Tech Planning Toolkit

Discover how financial leaders are shaping the next generation of technology excellence in their organizations.

Inside You'll Find

  • Cover of Your Road to Financial Technology Transformation GuideInfographic
    Discover how leading CFOs are transforming their tech stacks to eliminate data silos, automate processes, and unlock real-time insights.
    • Cover of The CFO's Guide to Taming Tech RedundancyWorksheet
      Learn the hidden cost of data chaos, and streamline your approach to assessing tech redundancy with our 4 key steps.
      • Cover of the CFO's Guide to Planning Your Next Technology Move GuideChecklist
        This visual guide helps CFOs align investments with business goals, assess risks, and future-proof decisions so every move is a confident step forward.
        • Cover of the 6 Steps to Buying the Right Tech for Your Organization GuidePlaybook
          From discovery to demos to final decisions, this step-by-step guide helps you navigate the tech buying process with confidence.
          Access the Full CFO Tech Planning Toolkit

          CFO: Technology Outlook Findings

          Replacing legacy platforms — think Dynamics GP — isn’t just an IT project; it’s a finance imperative. With AI ambitions blocked by data quality and manual workflows, CFOs are prioritizing better metrics, analytics, and reporting to unlock speed, accuracy, and strategic insight.

          • 77%
            of CFOs plan to increase technology spending in the next 12 months.
          • 17%
            of finance executives say data quality is their biggest barrier to implementing AI.
          • 22%
            of CFOs still rely on manual data processes because of inconsistent or poor quality data.
          • 72%
            of CFOs say metrics, analytics, and reporting were top priorities in 2025.
          graphic showing the different assets included in the toolkit
          Tool:

          Download the Free CFO Tech Planning Toolkit

          Your time is one of your most valuable assets, and we know you don’t have hours to spare searching for helpful resources.

          To make things easier, we’ve assembled a curated CFO Tech Planning Toolkit designed to help you take the next step in your finance department's transformation and support your goals.

          Get Your Copy Now