Planning, Budgeting & Forecasting Tech Showcase

Planning, Budgeting & Forecasting Tech Showcase

Recording Library

In today’s dynamic business landscape, relying on static spreadsheets and disconnected tools is no longer enough. Finance leaders need agile, integrated solutions that accelerate planning cycles, enhance forecasting accuracy, and align budgets with strategic goals.

The Planning, Budgeting & Forecasting Tech Showcase brings together four leading technology providers who are redefining how finance teams plan, adapt, and drive performance.

In this live demo hosted by GrowCFO, Tim Laschet, Senior Solution Consultant at Planful, demonstrated how their cloud-native platform unifies planning, reporting, and consolidation by integrating data from ERP, HR, CRM, spreadsheets, and more into a single source of truth. He highlighted features like the Budget Management Experience for non-power users, AI-driven anomaly detection and forecasting, workforce planning, and seamless Excel/Google Sheets add-ins—positioning Planful as a complete solution for the office of the CFO.

During this live demo session, Kirk Kappelhoff, Sr. Director of Strategic Finance at Drivetrain, showcased how their AI-powered platform is transforming financial planning and analysis. Drivetrain acts as a data engineer, modeler, analyst, and storyteller—helping finance teams automate data consolidation, enrich datasets with AI, build dynamic models in clicks, generate real-time reports, and deliver executive-ready insights, all while enabling seamless collaboration across departments.

In this live demo, Ryan McDonald showcased how Abacum’s AI-native planning platform helps finance teams move beyond spreadsheets and rigid legacy tools to deliver truly collaborative, real-time planning. Abacum integrates seamlessly with ERP, HRIS, and CRM systems while offering built-in AI for data cleaning, anomaly detection, forecasting, and workflow automation—empowering finance leaders and operators alike to streamline reporting, headcount and departmental budgeting, and scenario modeling across multi-entity, multicurrency organizations.

During this live demo session, Luis White showcased how Datarails empowers finance teams to streamline FP&A, reporting, and cash management while continuing to work within Excel. By connecting directly to ERPs, CRMs, payroll, and bank data, Datarails creates a single source of truth that automates consolidations, reporting, dashboards, and board presentations. The platform combines the familiarity and flexibility of Excel with powerful integrations, audit trails, and AI-driven insights—helping finance teams move beyond manual processes to deliver faster, more accurate forecasts, budgets, and cashflow visibility