The Essential Tools for a CFO: What Every Finance Professional Needs to Succeed

Rei (2)

When it comes to succeeding in the world of finance, having the right tools is essential. As a CFO, you need to be armed with the best possible resources in order to make sound financial decisions for your company.

In this blog post, we'll discuss some of the most essential tools that every CFO should have in their arsenal. Whether you are just starting out in your career or you have been working in finance for years, these tools will help you achieve success!


What is the role of a CFO in a company?

The CFO, also known as the chief financial officer, is responsible for the financial health of a company. The role of a CFO includes overseeing the budget, ensuring that the company is meeting its financial goals, and providing advice and guidance to other members of senior management. 

In short, the CFO is one of the most important members of a company's leadership team! This is why it is so essential for CFOs to have the right tools at their disposal. Here are the top five tools any CFO should add to their toolkit:


Manage Invoice Tracking: Quickbooks

Quickbooks is a software program that helps businesses manage their finances. It is a popular choice for small businesses and startups, as it is easy to use and provides a ton of features. For example, Quickbooks can help CFOs track invoices, payments, and other financial data. Quickbooks also offers additional features that can be useful for CFOs, such as creating financial reports and tracking employee expenses. This information can then be used to make informed decisions about where the company's money is being spent.

The best part about Quickbooks is that it offers a free trial to try it out before you commit to using it. So when you need to organize your finances and understand where your money is going, Quickbooks can be an invaluable tool!


Improve Project Management: Trello

Trello is a project management tool that can be used for various purposes. It is a great way to keep track of the progress of projects. Trello can also be used to communicate with team members and collaborate on tasks. In addition, CFOs can use Trello to manage budgets, create financial reports, and track the progress of projects.

With the ability for multiple people to access and edit the same document and tasks, Trello is perfect for collaboration. It is also a great way to keep track of deadlines and ensure that tasks are completed on time. If you are looking for a tool to improve your project management skills, Trello is a great option!


Forecast Sales: Salesforce

Salesforce is a CRM (customer relationship management) tool that can be used to manage customer data. It is an excellent choice for businesses that want to improve their sales and customer service. Salesforce can help CFOs track customer information, sales data, and create reports. With this information, CFOs can forecast sales and make informed decisions about where to allocate resources.

Salesforce is a powerful tool that can help CFOs take their businesses to the next level. If you are looking for a way to improve your sales and customer service, Salesforce is a great choice!


Business Intelligence Solution: Power BI

Power BI is a business intelligence solution that can help CFOs make better decisions. It provides users with data visualizations and insights. Power BI can be used to track financial performance, identify trends, and predict future outcomes. This information can then be used to make informed decisions about the company's finances.

Power BI is a powerful tool that can help CFOs find clarity with insights hidden within their data. However, it can be expensive, and it requires a certain level of technical expertise to use. If you are not sure whether Power BI is right for you, there is a trial period available, as well as a number of tutorials and resources that can help you get started.


Boost Your Expense Management: Jenji

Introducing Jenji, the new way to manage your business expenses. From expense reports to flat fees compensations, Jenji is designed to help you optimize your expense management. With automated software, you'll be able to breeze through your paperwork and get back to running your business.

Jenji makes it easy to process all your receipts, invoices, and bills in one place. With the help of expense management software, you can save time and money. Jenji is an excellent tool for any business, but it is especially helpful for CFOS who need to manage their expenses.



If you are a CFO, it is essential to have the right tools at your disposal. Without using the right tools, it will be hard to get ahead or appropriately make decisions for the future of your business. Quickbooks, Trello, Power BI, Salesforce, and Jenji are all great tools to help you succeed in your role. With these essential tools, you will be able to manage finances, track projects, and make better decisions for your company.


Better manage your expenses

It's time to focus on what really matters.

With an automated expense management platform, businesses and employees go beyond the tedious and time-consuming business expenses. Learn More