Automate Your Budgeting Process

Say goodbye to manual spreadsheet consolidation and hello to AI-powered automated cycles

Dynamic Forecasting Models

Replace static annual budgets with real-time projections that adapt to changing business conditions

Platform Selection Made Easy

Choose from Jirav, Datarails, or Planful for automated budgeting tasks with bank-level security

About this playbook

Revolutionize your finance team with our AI-powered course on Automated Budgeting & Planning. Say farewell to weeks of spreadsheet consolidation as this course turns 3-week processes into automated 3-day cycles. Learn how to improve forecast accuracy by 15-25% and free up time for strategic analysis with our expert guidance. Take the first step towards transforming your finance operations today!

Course Curriculum

7 Chapters · 12 Lessons

  1. 1

    Introduction to Automated Budgeting

    1. (Included in full purchase)

      The Role of AI in Finance

    2. (Included in full purchase)

      Real-Time Rolling Forecasts

  2. 2

    Chapter 1

    1. (Included in full purchase)

      Rolling Forecast Fundamentals

  3. 3

    Chapter 2

    1. (Included in full purchase)

      Platform Selection and Setup

  4. 4

    Chapter 3

    1. (Included in full purchase)

      Data Integration Architecture

  5. 5

    Chapter 4

    1. (Included in full purchase)

      Driver-Based Modeling Implementation

  6. 6

    Chapter 5

    1. (Included in full purchase)

      Automation and Continuous Improvement

  7. 7

    Resources

    1. (Included in full purchase)

      Setting Up Your First Rolling Forecast

    2. (Included in full purchase)

      Rolling Forecast Implementation Checklist

    3. (Included in full purchase)

      Tool Comparison Jirav vs. Datarails vs. Planful

    4. (Included in full purchase)

      The Continuous Forecasting Framework

    5. (Included in full purchase)

      Measuring the ROI of Automated Forecasting

Ready to Transform Your Finance Team?

Enroll now to access expert guidance, practical insights, and real-time forecasting strategies

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