Customer Story Customer Story: The Association for Financial Professionals (AFP) Powerful business planning software is used to automate budgeting, forecasting and reporting While its 16,000 members look to the Association for Financial Professionals (AFP) for the research, data, public policy representation, and education needed to address the future of fi nance, the AFP had a planning process that was stuck in the past. To create an annual, static budget, the AFP relied on 127 linked spreadsheets with 176,000 linked cells that had to be re-established each year. In addition, the association had no existing, real-time forecasting tool. “We knew we could eliminate a lot of manual e ort on the part of the fi nance team by automating our budgeting, forecasting and reporting process

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