Given today’s business environment, finance leaders need more than just historical data to build accurate forecasts. They need a 360-degree view that integrates external signals. That’s exactly what Board CEO Jeff Casale and Field CTO Richard Wagner discussed with host Paul Barnhurst on FP&A Tomorrow, a podcast that dives into the world of Financial Planning & Analysis, examining its current state and future prospects. Hear how FP&A teams can harness external data, AI, and automation to drive smarter, more dynamic planning.

Key Takeaways

Forecasting with external data is no longer a luxury
Traditional forecasting methods often rely solely on internal historical data, which can quickly become outdated. By integrating external data—such as economic indicators, market trends, and supply chain disruptions—FP&A teams can create more adaptive and accurate plans.

Embracing AI and automation are key when planning at scale
Manually incorporating external data into financial models is time-consuming and prone to errors. AI-driven workflows help enable companies to automate data ingestion, model scenarios in real time, and make proactive business decisions.

Visibility and collaboration deliver better business decisions
Forecasting isn’t just a finance function—it requires input from across the organization. Board’s integrated approach brings Finance, Operations, and Strategy onto a unified platform—ensuring that planning is aligned across departments and backed by real-time insights.

Why This Matters for Your Business

As companies navigate uncertainty, the ability to plan continuously based on live market conditions is becoming a competitive necessity. Board provides the flexibility, automation, and enterprise-ready AI that modern FP&A teams need to stay ahead.

Want to see how Board can help your organization transform forecasting and planning? Learn about Board Foresight.