Finance resources
Browse our library of guides, templates, videos, podcasts, and blog articles for CFOs and finance professionals. Get vital insights into the state of spend management, digital transformation, and the finance profession.
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This data-driven report shows you how UK organisations moved from trial to scale.
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This practical 12-week playbook gives you a clear path forward with expert guidance.
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A 10-step practical checklist to turn AI pilots into workflows that actually work.
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250+ finance experts recommend these tools for the perfect tech stack.
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How leading CFOs manage spend without the manual admin
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Essential HMRC guidance to streamline travel expenses for UK businesses.
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Use our checklist to see if your organisation is ready to implement an ERP.
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Download our comprehensive guide to operational spend management for UK agencies.
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See 600+ finance leader salaries, regional breakdowns and gender pay insights.
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Access 10+ hours of CFO insights, 100+ AI tools and 4 real-world success stories.
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How leading UK finance teams are building future-ready systems with automation and AI
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Track your procurement performance using key industry metrics
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66% of business subscriptions go unused. Learn how to get more control and stop wasting money.
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Understand and optimise the supplier management process.
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CFOs discuss the importance of the finance function today.
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A guide to help you choose the best spend management solution.
A simple way to create and manage your company travel policy.
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Download a ready-to-use expense report template compatible with Microsoft
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Optimise company spend & manage your budget effortlessly.
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Plan projects and track spending easily with this free budget template.
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Make business travel a breeze with our guide to optimise travel expenses.
Ready-to-use policy document for company spending.
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The state of the CFO role, and what top leaders have in common.
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7-step closing checklist to close the books faster and more efficiently every month.
Get this free ready-to-use cash budget template for easy business budgeting.
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Complete your company's digital transformation easily.
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Build more productive, less stressed, value-adding finance teams.
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How the best startup CFOs build & lead the finance function.
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YouGov survey of 1000+ finance leaders on remote work & digitalisation.
Set out your annual company budget with line items and cost centres
Choose this free ready-to-use Notion template to create and manage your company budget.
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Plan projects and track spending easily with this free Excel template.
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Bring your finance function into the 21st century with time-saving tools and processes.
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Why 40% of finance pros say they'll leave their jobs.
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Get everything in place to weather a financial crisis and emerge a stronger company!
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Calculate your business mileage using official HMRC rates
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Do you understand your company's spend management maturity?
See how much you could save with our ROI Calculator
Get the spend control and visibility finance teams need.
Free Resources for Finance Teams & CFOs — FAQ
Spendesk offers a library of downloadable guides, templates, checklists, and data-driven reports tailored for finance teams and CFOs. Examples include expense policy and travel templates, budget spreadsheets, ERP and AI readiness checklists, and CFO tech stack reports. These resources support Spendesk’s platform adoption by pairing with virtual cards, automated expense reports, and approval workflows to streamline implementation and governance.
Spendesk provides ready-to-use expense policy templates that finance teams can adapt to company rules. The templates integrate with Spendesk’s card controls, automated receipt capture, and approval workflows to enforce spending limits, automate reimbursement, and ensure policy compliance across teams, reducing manual review and reconciliation time.
Spendesk provides ERP readiness checklists and playbooks to help finance teams prepare for ERP implementation. These resources guide data mapping, process standardization, and integration planning while highlighting how Spendesk’s export tools, transaction-level tagging, and approval workflows ensure clean spend data and reduce reconciliation effort during ERP cutover.
Spendesk offers an AI Readiness Checklist and a 12-week AI playbook designed to help CFOs operationalize AI in finance. The materials explain mapping use cases and integrating AI tools with Spendesk’s automated expense categorization, reporting, and approval workflows to convert pilots into repeatable processes, and include curated lists of AI tools, success stories, and implementation milestones.