Finance and Tax Technology,
Practically Explained
Straightforward articles on ONESOURCE implementation, Alteryx automation, and tax technology - written by practitioners, not marketeers.
Latest
Before You Buy Another System, Look at the One You Already Have
Most implementations succeed but stop at go-live, leaving a sophisticated platform supporting spreadsheets and workarounds. Before buying another system, ask whether the technology is actually the constraint.
Read articleThe Tax Provision Readiness Checklist
By the time the trial balance lands, every decision that makes a close painful has already been made. Five checks to settle months before year end, from someone who has run a tax function and implemented the systems.
Read articleStatutory Reporting, Explained: Why It Gets Hard at Scale
At scale, statutory reporting is a logistics problem, not an accounting one. Why producing dozens of consistent sets of accounts gets hard, and why April 2028 puts a deadline on fixing it.
Read articleGetting Started
Demystifying Data Process Automation
Data process automation is not as complex or as expensive as many finance and tax teams assume. Here is what it is, what it is not, and how to start.
Read articleIdentifying Data Inefficiencies in Finance and Tax
Before you can improve a process, you need to understand it. A practical guide to mapping data inefficiencies in finance and tax functions - and what to do with what you find.
Read articleA Tale of Data, Context, and Bias
Data does not speak for itself. Without context, the same numbers can tell completely different stories. A guide to reading data more carefully - and the risks of not doing so.
Read articleMoving Fast by Starting Small: The Power of Incremental Gains
The biggest transformations in tax technology do not start with big programmes. They start with one well-chosen workflow. Here is why starting small is the right strategy.
Read articleChoosing a Tax Technology Implementation Partner: Five Things That Actually Matter
What separates good tax technology implementation consultants from average ones - based on experience on both sides of the table.
Read articleMaking the Case for Tax Technology
Good tax technology cases fail when they are argued in tax terms. Put the cost of the status quo in the board's language of return and risk, and start small.
Read articleBefore You Buy Another System, Look at the One You Already Have
Most implementations succeed but stop at go-live, leaving a sophisticated platform supporting spreadsheets and workarounds. Before buying another system, ask whether the technology is actually the constraint.
Read articleTax: Corporate Tax & Tax Provision
The Tax Provision Readiness Checklist
By the time the trial balance lands, every decision that makes a close painful has already been made. Five checks to settle months before year end, from someone who has run a tax function and implemented the systems.
Read articleGetting Ahead of Year-End
The quiet after a close is the best window you get to make the next one easier. Fix one straining task properly, and start before the three-month run-in begins.
Read articleWhat Does an ONESOURCE Tax Provision Implementation Actually Involve?
A practical breakdown of what an ONESOURCE OTP implementation involves - the phases, timeline, internal resource requirements, and where projects typically run into difficulty.
Read articleTax Compliance Season: From Challenge to Opportunity
The pressure of compliance season is real - but it is also the clearest signal of where your process needs to improve. Here is how to turn it into a catalyst.
Read articleStatutory Reporting
Statutory Reporting, Explained: Why It Gets Hard at Scale
At scale, statutory reporting is a logistics problem, not an accounting one. Why producing dozens of consistent sets of accounts gets hard, and why April 2028 puts a deadline on fixing it.
Read articleWhat to Expect from an ONESOURCE Statutory Reporting Implementation
A practical guide to implementing ONESOURCE Statutory Reporting - the phases, internal resource requirements, common challenges, and what success looks like for multinational groups.
Read articleMaximising Efficiency: A Holistic Approach to Statutory Reporting and Tax
When corporate tax and statutory reporting are joined up, the entire compliance process becomes faster, more consistent, and far less reliant on manual effort.
Read articleAlteryx & Automation
From Four Weeks to Four Minutes
A group spent four weeks a year reshaping data before any tax work could start. Two Alteryx workflows now do it in four minutes. Here is the pattern.
Read articleBeyond Excel: Using APIs to Enhance Compliance and Reporting
Excel has its place, but it was never designed to be a compliance platform. Here is how APIs and a structured approach to data can take your tax reporting further.
Read articleHow Alteryx Transforms Tax Processes
Alteryx is not a replacement for your existing tax technology - it is the automation layer that connects everything together. Here is how it works and where it adds value.
Read articleThree Ways Alteryx Transforms Tax and Finance Workflows
How Alteryx eliminates manual effort in trial balance preparation, return-to-provision calculations, and data quality monitoring - practical use cases for tax teams.
Read articleUnderstanding APIs: Unlocking the Power Behind Modern Tax Technology
APIs are mentioned constantly in tax technology conversations - but what are they, and how do they actually work? A plain-language guide for tax and finance professionals.
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