Tools & Calculators for Modern FP&A Teams
Practical calculators, checklists, and templates to help you compare vendors, estimate implementation, and make better FP&A stack decisions.
Featured tools
FP&A Tool Cost & TCO Calculator
Estimate true 3-year cost of different FP&A tools, including licenses, services, and internal effort.
Open tool →Implementation Effort & Timeline Estimator
Quickly gauge how long a realistic implementation will take based on your team, scope, and vendor profile.
Open tool →Vendor Shortlist & Comparison Sheet
A structured worksheet to keep requirements, vendors, and key trade-offs in one place.
Open tool →All tools
Calculators
FP&A Tool Cost & TCO Calculator
Estimate true 3-year cost of different FP&A tools, including licenses, services, and internal effort.
Open tool →Implementation Effort & Timeline Estimator
Quickly gauge how long a realistic implementation will take based on your team, scope, and vendor profile.
Open tool →Renewal Sanity Check Calculator
Are we overpaying for this renewal? Quick check against market benchmarks.
Open tool →Checklists & Templates
FP&A Tool Evaluation Checklist
Comprehensive checklist to ensure you cover all bases during vendor evaluation.
Open tool →Gen-3 FP&A Readiness Checklist
Assess whether your team and processes are ready for modern cloud FP&A platforms.
Open tool →Vendor Demo Scorecard Template
Structured template to score and compare vendor demonstrations consistently.
Open tool →Planning & Strategy Helpers
FP&A Stack Roadmap One-Pager Template
Template for creating a clear, executive-friendly roadmap for your FP&A tool journey.
Open tool →What to Ask Vendors Question Bank
Curated list of questions to ask vendors during demos and evaluation calls.
Open tool →Board / Exec Pack FP&A Summary Template
Template for summarizing FP&A tool selection and implementation plans for executives.
Open tool →Coming soon
NetSuite Planning vs Gen-3 FP&A Migration Planner
Step-by-step guide for migrating from NetSuite Planning to modern FP&A platforms.
Coming soonFP&A Org Design Cheatsheet
Framework for designing FP&A team structure and roles around modern tool capabilities.
Coming soonAI FP&A Copilot Prompt Pack
Curated prompts for ChatGPT, CoPilot, and other AI tools to help with FP&A tasks.
Coming soonVendor Negotiation Playbook
Tactical guide for negotiating better terms, pricing, and support with FP&A vendors.
Coming soonNot sure which tool to start with?
Ask me a question and I'll point you to the 2–3 tools or resources that best fit your situation.
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