# Get the CFO playbook for finance transformation

An IDC survey captures what CFOs wished they knew before starting their finance transformation journey. Don’t miss out on this step-by-step advice for success!

**URL Source:** https://www.brex.com/resources/cfo-playbook-for-finance-transformation

---

![Office of the CFO banner](https://brand.brex.com/transform/0d7b03f7-af21-4090-8ab8-bc310a6a5524/Office-of-the-CFO-banner)

![IDC logo](https://brand.brex.com/transform/e1e070f2-29d1-4a03-b3b4-e6883dd0c7f0/IDC-logo)

Analyst report: The CFO playbook for finance transformation.

### Text

Learn what other CFOs wished they knew ahead of time.

An IDC survey says 84% of CFOs leading finance transformation efforts ran into major challenges along the way. The good news: those mistakes will pave your way to success.



Get your copy for surefire tactics for selling the value of a change, overcoming resource constraints, and getting all the right people onboard.

### Form

## Related Articles

### [5 intelligent finance benefits that every business should know](https://www.brex.com/journal/intelligent-finance-benefits)

See how top companies are using Brex intelligent finance to transform traditional workflows into smart systems that anticipate their expense and accounting needs.

### [Alchemy Q&A](https://www.brex.com/journal/alchemy-ditches-disparate-systems)

Hear from Alchemy about how the need for scalability and real-time insight led them to unify their spend.

### [📋 The State of U.S. Early-Stage Venture & Startups: 2Q23](https://www.brex.com/resources/state-of-startups)

This webinar offers timely insight into how capital flowed into and out of startups in Q2 ‘23 - and how that compares to trends in prior quarters.

### [Brex named a Leader in 2025 IDC MarketScape for AI-Enabled T&E Applications – Small Business, Midmarket and Enterprise ](https://www.brex.com/journal/leader-idc-ai-travel-and-expense)

We're honored to be recognized as a Leader in the 2025 IDC MarketScape: AI-Enabled Travel and Expense Applications across all business segments.

### [Superhuman case study](https://www.brex.com/resources/customer/superhuman)

Superhuman is saving 4 hours per month on expense reporting and keeping teams on budget — all while improving the user experience — by switching to Brex for all-in-one expense management.

### [📋 Reimagining global travel payments for the enterprise](https://www.brex.com/resources/reimagining-global-travel-payments-register)

Art Levy from Brex and Michael Sindicich from Navan showcase BrexPay for Navan and discuss how it solves the biggest pains in enterprise travel.