The FP&A Guy In partnership with CFO Shortlist
2026 Edition
Finance Benchmark · 2026

The 2026 Finance Tech Stack Survey

A quick benchmark on the FP&A and finance stack: tools, spend and AI adoption. 5 minutes to complete. Individual responses are never shared and aggregated results go back out to anyone who opts in.

~5 min to complete
18 questions
Anonymous aggregate reporting
01

About you

Required

Pick the closest match or select Other.

02

Your finance stack today

Select all that apply.

Select all that apply.

03

AI & agents in finance

Select all that apply.

Optional — list any AI software not covered above.

04

Spend & implementation

05

Satisfaction

If your FP&A tool is Excel, rate Excel here, we'll filter results by tool. Use N/A if a question doesn't apply (e.g. you weren't around for the initial implementation).

1 = not at all, 10 = extremely satisfied

Not at allExtremely

1 = not at all, 10 = extremely satisfied

Not at allExtremely

1 = not at all, 10 = extremely satisfied

Not at allExtremely

1 = not at all, 10 = extremely satisfied

Not at allExtremely

1 = not at all, 10 = extremely satisfied

Not at allExtremely
06

Pain points

If you'd like a copy of the aggregated results when we publish them.

Thanks for taking the time to submit your answers. Aggregate responses to the survey will be shared with those who provided a valid email address.

© 2026 · Brought to you by The FP&A Guy and CFO Shortlist · All responses anonymized for aggregate reporting.