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The library · 196 resources

CFO & Financial Operations, on file.

Whitepapers, analyst reports and toolkits from 111 partners. Most are free with a short form, and we always tell you who you’re sharing it with.

The Total Economic Impact™ Of AvalaraNavigate the Shift To Audit-Ready Sustainability ReportingThe AI Playbook for ExecutivesThe New Rules of E-commerce Parcel Delivery in North AmericaThe Radical ROI of Gen AIEssential Financial KPIs
Inside the IPO Window: Market Conditions, Deal Readiness, and the Role of AIThe AI Adoption Blueprint: How to Get the AI You Actually NeedCFO and CIO Roles in Enterprise Transformation: Distinct Mandates, Converging Influence2026 Recommerce ReportDelivering ROI for the Agentic EnterpriseDemystifying AI
Mastering the IPO Journey: Key Tips for Private CompaniesThe State of Generative AI in the Office of the CFO2026 MidYear Executive Benchmark Survey: The Verification GapAI Innovation Masterclass: The Enterprise Blueprint for Agentic AI, Risk & ROIThe Total Economic Impact™ of Slack as a Work Operating SystemUpskill Your Finance Team With AI and Soft Skills
35 resources
Report

Record to Report: Smooth Orchestration or Chaos on a Deadline?

It can be a long and winding race from record to report. Many finance and accounting (F&A) teams face gaps in process, technology, and data—resorting to manual, brute-force spreadsheet work to reconcile transactions

BlackLineCFO & Financial Operations
Guide

Outgrowing QuickBooks

A Strategic Guide for SaaS CFOs Preparing for ERP shows when ERP is truly warranted — and how to extend QuickBooks now to automate billing, revenue recognition, and reporting with less risk.

MaxioCFO & Financial Operations
Whitepaper

Profit & performance: Maximising efficiency in 2025

Profit & performance: Maximising efficiency in 2025

KlaviyoCFO & Financial Operations
Guide

K–12 School Software Buyer’s Guide

This comprehensive guide is crafted to support your K–12 private school in finding the perfect software solutions tailored to your specific needs. Here’s what you’ll discover:

BlackbaudCFO & Financial Operations
Guide

Maximize impact. Minimize costs.

Corporate strategy demands doing "more with less," but on the frontline, this pressure often leads to overwhelmed managers and disengaged employees. This guide provides 35 actionable strategies to optimize your deskless

AxonifyCFO & Financial Operations
Whitepaper

Nonprofit Revenue Recognition Simplified

Revenue recognition updates are pivotal in nonprofit accounting, notably with ASU 2018-08 and ASC 606. Nonprofit finance teams must grasp these changes to make accurate judgments on revenue streams. Government grants

SageCFO & Financial Operations
Analyst report

Forrester Total Economic Impact™ Study: Dayforce HCM delivered 176% ROI

If you run payroll or own workforce outcomes, you feel the stress every day. Challenges turn into late nights, workarounds, and growing risks. A new Forrester Consulting Total Economic Impact™ study commissioned by

DayforceCFO & Financial Operations
Guide

The Global Hiring Guide for Financial Services

Financial services operate under one of the most complex regulatory environments. But as digital demands evolve, the industry is caught between its traditional, risk-averse roots and the fast-paced world of fintech.

Globalization PartnersCFO & Financial Operations
Whitepaper

How Silos and Redundancies Impact Financial Sustainability in K–12 Schools

Redundancies and silos present significant challenges to the financial health of K-12 schools, threatening their long-term sustainability. These challenges manifest in various ways, from overlapping software systems to

BlackbaudCFO & Financial Operations
Report

The Role of Finance in Environmental, Social, and Governance Reporting

How well a company performs on environmental, social, and governance (ESG) issues is becoming an increasingly critical performance metric for investors, consumers, and management. This report from KPMG, details how

AWSCFO & Financial Operations
Whitepaper

Your org is agile. Is your finance team?

In a world of shifting markets, evolving priorities, and real-time decisions, traditional finance structures can’t keep up. The quarterly cadence? Too slow. Departmental silos? Too risky.

AnaplanCFO & Financial Operations