Evaluating FP&A software vendors

A step-by-step checklist for FP&A leaders

Discover how to carefully weigh your FP&A software options and choose the right fit for your business.

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Finding an FP&A software vendor that caters to financial and non-financial stakeholders, aligns with your business’s current needs and future growth, and streamlines daily operations without overwhelming users is a daunting task. 

This checklist is designed to guide you through the process. It has everything you need to ensure a comprehensive assessment and help you make the best choice for your business, including tips for how to:



  • Uncover (and address) your business's biggest pain points
  • Evaluate each vendor's reputation and learn what sets them apart from the competition
  • Address short-term and long-term business goals
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