Stop chasing spreadsheets, make your budgets work for you

The right budget can set your organisation up for the year ahead. But finance teams often spend weeks or months chasing information to build and finalise the budget. By the time all the errors are fixed and the different spreadsheets and versions are consolidated, the information can be out of date, and the process starts again.

Building a budget collaboratively and in real-time will improve efficiency in the budgeting process while also allowing live forecasting and a clearer understanding of cash flow.

At our free webinar, you will learn how to make your budgets work for you instead of holding you back. We will explore how you can stop chasing spreadsheets and build better budgets that help you make faster, more informed decisions. Register for free today and save your spot.

Why You Should Attend  

This webinar is perfect for CFOs, Financial Controllers, and Business leaders who are responsible for budgeting, forecasting, cash flow and financial planning. Budgets built in spreadsheets plague finance teams and do not deliver the real-time insights you need to make timely decisions and guide the business.

In this webinar, you will learn how to:

• Turn static annual budgets into planning tools that remain relevant throughout the year
• Reduce manual reconciliation and version control issues by improving collaboration across departments.
• Give executives timely financial insights while helping finance teams move from reactive reporting to proactive planning.

Key Takeaways

After the webinar, you will know:

• How to create collaborative budgets that unite all your business data in one model
• Why it is important to shift from annual budgets to continuous, live forecasting
• The valuable insights you can extract when linking your P&L, balance sheet, and cash flow

If you are interested but cannot attend on the day, please register, and we will send you the recording after the webinar.

Agenda

• The limitations of spreadsheet-based budgeting and forecasting
• What it takes to collaboratively build your budget
• Moving from annual review to rolling forecasts
• Connecting budgets with cash flow and working capital
• Applying the approach to your MYOB data
• Live Q&A

What is Phocas?

Phocas is a Business intelligence and Financial Planning and Analysis (FP&A) platform that helps improve data-driven decision-making across your entire company. Designed to be self-serve for everyone, Phocas products empower you to analyse data, create dynamic, custom financial reports, build budgets and forecasts, and manage rebates. Phocas integrates seamlessly with both MYOB Acumatica and MYOB Exo.

At this webinar, we will demonstrate the budgeting and forecasting tool from Phocas’ suite and explore how it can improve efficiency in your budgeting process.

Speakers

Masha Batra, Head of Partnerships at Kilimanjaro Consulting

Masha plays a pivotal role in aligning Kilimanjaro’s partnerships with its vision to enhance business efficiency through innovative, proven technology. With over 20 years of experience in the tech sector, she is a seasoned leader adept at developing high-impact partnerships. Her focus on prioritising customer needs ensures that Kilimanjaro continues to deliver meaningful experiences that set it apart in the industry.

Samuel Russell, Technical Pre-sales Consultant at Phocas Software

Sam works with finance and operations teams to show how Phocas turns scattered spreadsheets and static reports into one connected, live source of truth. Before joining Phocas, he spent several years in IT and solutions engineering roles supporting retail businesses across Australia and New Zealand, including Glassons and Hallenstein Glasson Holdings. That gave him a hands-on understanding of how finance and IT systems need to work together.