Financial modelling is being pushed to its limits. We asked the industry, see what they said.Read the report →
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Financial modelling is being pushed to its limits. We asked the industry. See what they said.

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Finance teams are spending too much time maintaining models. Most CFOs want to change that.

Our research across hundreds of finance teams reveals the infrastructure gap holding them back. And with AI changing what's possible in modelling — that gap is only going to get harder to ignore.

88%

still rely on spreadsheets to model.

72%

want specialised modelling tools.

3 out of 4

CFOs seek to modernise how they model.

Infrastructure & tooling | Spreadsheet limits | AI in finance | FP&A | CFO insights

Bonus inside

A practical self-assessment checklist —

5 questions to audit where your own modelling infrastructure is under strain and if you are spending too much time on maintenance.

The State of Financial Modelling & Planning 2026

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What 23 pages of research revealed →

Too much time maintaining models.

Not enough time actually using them for strategic decision-making.

Manual updates. Version chaos. Error loops.

The same frustrations keep coming up — across every role, every team size.

AI isn't solving it.

In fragmented environments, it may be making things worse.

The appetite for change is there.

Strongest among those dealing with the most complexity.

AI is moving fast. Your modelling infrastructure needs to keep up.

Finance teams are turning to AI to move faster. But speed without reliable infrastructure doesn't increase confidence — it amplifies the risk. This report explores what that means for modern finance functions.

  • Why AI is accelerating the search for better ways of working

  • How AI increases speed — but not necessarily confidence

  • What infrastructure AI actually needs to work reliably in finance

  • Where the real friction is: change management, not model creation

About Kaleidoscope

We've built enterprise planning, now we're imaging it for SMBs.

With decades experience building modelling software, we know what's holding teams back. Kaleidoscope's founder Michael also founded Anaplan — and we're bringing the rigour of enterprise-grade modelling to scaling businesses.

Michael Gould career timeline