We surveyed 170 finance professionals — CFOs, FP&A leads, controllers, and advisors. The results point to a specific infrastructure gap, and AI is about to make it a lot harder to ignore.
Is your financial modelling infrastructure holding you back? Few finance teams can say exactly how many hours a week it's costing them.
3 out of 4
CFOs seek to modernise how they model.
72%
want to adopt more specialised modelling tools.
88%
still rely on spreadsheets to model.
Is your modelling infrastructure quietly costing you hours a week?
Take the 5-question self-assessment inside this report to find out — and see how you compare to 170 finance professionals who told us exactly where their models break down.
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What the 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, yet.
In fragmented environments, it may be making things worse.
The appetite for change is there.
Strongest among those dealing with the most complexity.
What AI actually needs from your model to work reliably
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.
The 4 infrastructure traits AI actually needs to work reliably
Where the real friction actually is (it's not where most teams assume)
What to ask before trusting an AI-generated model output
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.
