Resources to Help You Work Smarter Across HR, Payroll & Finance
Explore practical guides, tools and insights to simplify processes and get more from your HR, payroll and finance technology. Whether reviewing your tech stack or improving operations, these resources can help you move forward with confidence.
Calculator
Your HR platform’s best feature might be Janet
Assess how well your HR platform supports employees and managers, with practical guidance on where improvements could reduce the work returning to your team.
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Article
How the CFO’s Role Evolved Into Two Jobs
From stewardship after the close to a seat in every major call the business makes.
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FAQs
Answers to the Questions We Hear Most
Straightforward answers to the questions that come up again and again when finance and HR teams start comparing their options.
How do I know if it's time to modernize our finance tech stack?
Common signs include finance still closing the books manually in spreadsheets, multiple disconnected systems that need reconciling by hand, and reporting that takes days instead of hours. If your team spends more time moving data between tools than analyzing it, that’s usually the clearest signal, along with a system that struggles to handle new entities or currencies as the business grows. The Modernizing the Finance Tech Stack guide walks through what to evaluate before you commit to a new platform.
What should we look for when upgrading our HR and payroll technology?
The main things to weigh are how well the platform handles compliance across the regions you operate in, whether payroll and HR data live in one system or several, and how much manual work your team still does around onboarding, leave, and reporting. It’s also worth checking how easily the system scales as headcount grows and whether employees can self-serve for basic requests instead of routing everything through HR. The Modernizing the HRP Tech Stack guide breaks these decision points down for teams comparing options.
Is there a quick way to check if our current finance platform is still working for us?
Yes. The self-assessment calculator on this page, “Is your finance platform still fit for purpose?”, walks through the operational gaps that usually show up first, things like slow month-end close, limited real-time visibility, and workarounds outside the core system. It only takes a few minutes to complete, and it’s designed to give finance leaders a clearer, more objective view of where the platform is holding the team back, rather than relying on gut feel, so you know exactly what to prioritize next.
How can we tell if HR is actually running efficiently on our current system?
The “How well does HR actually run on this platform?” calculator is built for exactly this. It’s a ten-question assessment covering areas like reporting, employee self-service, and how much manual admin your HR team still handles. Rather than guessing, you get a concrete score that shows where the platform is genuinely helping HR and where it’s quietly creating extra work. It takes just a few minutes and gives you a clear starting point for the conversation with leadership.
Why do the CFO and HR leader roles look so different today than they used to?
Both functions have shifted from purely administrative to strategic. The CFO’s role has expanded well beyond closing the books into shaping major business decisions, forecasting, and long-term planning alongside the CEO. HR leadership has moved through a similar shift, taking on responsibility for things like workforce planning and data-driven people strategy, not just processing and compliance. The two articles on this page, on the CFO’s evolution and the evolution of the HR leader, go into how and why that shift happened.
