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FP&A Insights

FP&A Insights is a collection of useful case studies from leading international companies and thought leadership insights from FP&A experts. We aim to help you keep track of the best practices in modern FP&A, recognise changes in the ever-evolving world of financial planning and analysis and be well equipped to deal with them.

Stay tuned for more blogs and articles from great authors.

From AI to Accountable Decisions: A Governance Blueprint for CFOs — Part III
Tom-Byrne-AI-Accountable-Decisions
April 9, 2026
FP&A Tags:
AI in FP&A, FP&A Transformation

By Tom Byrne, Finance and Performance Management Professional

In this article, the author introduces a governed AI decision architecture that helps FP&A teams generate options, test them against policy, and produce auditable evidence packs for executive decision-making.

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Dashboards Aren't Dead: FP&A Needs Them, and This Is Why
Adam-Szuly-Dashboards-Arent-Dead-FPA-Needs-Them
April 7, 2026
FP&A Tags:
FP&A Dashboards, Data-Driven FP&A

By Adam Szuly, Senior FP&A Management Professional

In this article, the author challenges the criticism of dashboards, arguing that they play a critical role in building the foundations of data-driven FP&A despite not directly driving decisions.

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20 Practical AI Prompts Every FP&A Professional Should Use
Tanbir-Jasimuddin-Practical-AI-Prompts-FPA
April 2, 2026
FP&A Tags:
AI in FP&A, FP&A Technology

By Tanbir Jasimuddin, Freelance Finance and FP&A Leader

In this article, practical AI use cases show how FP&A teams can improve forecasting, analysis, and business partnering through better prompting and structured thinking.

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The Real Barrier to Agentic AI in FP&A: It’s Not the Technology
Olha-Zotova-Barrier-Agentic-AI-FPA
March 31, 2026
FP&A Tags:
Agentic AI, FP&A AI Agents, FP&A Change Management

By Olha Zotova, Market Finance Director for WEU at TMF Group

In this article, the author explains why agentic AI adoption in FP&A depends less on technology and more on organisational readiness across data, processes, and people.

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