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 GuideYour Road to Financial Tech Transformation
    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 RedundancyTaming Tech Redundancy Guide
      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 GuidePlanning Your Next Technology Move
        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 Guide6 Step Tech Buying Guide
          From discovery to demos to final decisions, this step-by-step guide helps you navigate the tech buying process with confidence.
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          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

          Whether you’re running on a legacy system or one nearing end-of-life like Dynamics GP, our Toolkit resources will help you make smarter decisions and guide meaningful conversations across your organization.

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