Give Your FP&A Team Time to Actually Plan

Capitalize helps FP&A teams automate data collection, consolidation, and reporting so they can focus on strategy, scenario modeling, and answering the questions that matter most to the business.

Our Technology Platforms

The Reality: FP&A Is Expected to Know Everything

Financial Planning & Analysis teams carry a unique burden:

They’re expected to holistically understand the organization’s financial position, model the impact of nearly any scenario, and respond to a constant stream of questions and changes from executives. It sounds complicated—but it’s even more complicated than it sounds.

Data from Everywhere, Standardization from Nowhere

If every team agreed on a simple way to pass data back and forth, FP&A would be thrilled. But they don’t.

Instead, FP&A teams receive data via:

Spreadsheets and email attachments
Static reports and ad hoc exports
Direct database access (when they’re lucky)
And sometimes… phone calls and screenshots

All of that information—structured and unstructured—must be cleansed, normalized, and consolidated before any real FP&A work can even begin.

What We Do for FP&A Teams

We help FP&A teams modernize their data, analytics, and reporting.

Spend less time wrangling data and more time advising the business
Quickly model new scenarios and answer “what if?” questions
Standardize reports and dashboards executives rely on
Build skills in tools like Power BI, Alteryx, Snowflake, and modern FPM/CPM platforms

Deep FP&A Experience You Can Count On

15+

Years

200+

Projects

100+

Clients

10

CPA’s

Modern Analytics & Automation for FP&A

We design solutions that respect the pace and pressure of FP&A, while giving you a more reliable, scalable foundation.

Not sure where to start? Two fast, low-risk ways.

Explore where managed services can relieve the most pressure and create the most impact for your team.

Ideation Session

A focused ideation conversation where we map your current reality — firefights, bottlenecks, and wish-list improvements.

Clarify What to Hand Off: Identify which platform tasks drain the most time and should shift to a managed partner.
Spot High-Impact Opportunities: Surface the areas where proactive monitoring, optimization, or transformation would deliver the biggest win.
Shape a Potential Model: Walk away with a clearer sense of what a right-sized managed services engagement could include for you.

Readiness Assessment

Understand how ready you are for managed services — and where you stand to gain the most.

Reveal Hidden Risks: See where your current support approach leaves you vulnerable to outages, performance issues, or key-person dependencies.
Quantify the Strain: Understand how much effort your team is spending on “keeping the lights on” versus strategic work.
Highlight Value Levers: Pinpoint the areas (KTLO, continuous improvement, or transformation) where managed services could create the fastest impact.

Why FP&A Leaders Partner with Capitalize

FP&A doesn’t have the luxury of slowing down for a massive transformation project. You need practical improvements that fit into your existing cycles.

Deep analytics and finance experience

We understand both the technology and the realities of planning, forecasting, and executive expectations.

A focus on business outcomes

Our work is measured in hours saved, faster cycles, and better visibility—not just dashboards deployed.

Technology-agnostic guidance

We help you make the most of what you have and recommend tools that truly fit FP&A’s needs, not just IT’s preferences.

Schedule a 30-Minute Consultation

If your FP&A team is stuck in cumbersome tools for core planning and Excel for everything else, it’s time to rethink the foundation. Schedule a 30-min call to see how we can help.

Let Capitalize Run Your Platforms — So You Can Run the Business.

Tell us how you’re supporting your analytics and automation platforms today, and we’ll show you how managed services can reduce risk, free up your team, and unlock more value.

Schedule a 30-min complimentary Managed Services review