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.

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

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.

Profit & performance: Maximising efficiency in 2025
Profit & performance: Maximising efficiency in 2025

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:

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

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

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

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.

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

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

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.

















