# 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

### [How CFOs can apply First Principles thinking  - Cook's Playbooks](https://www.brex.com/resources/cfo-corner/cooks-playbooks-cfo-first-principles)

Jim Cook explains how CFOs can effectively separate signal from noise using First Principles.

### [📋 The CFO Playbook](https://www.brex.com/resources/the-cfo-playbook-register)

CFOs share their insights on how to navigate changing markets and win in every economic climate.

### [Investment options every founder should know](https://www.brex.com/journal/investment-options-every-founder-should-know)

Learn how to make your startup's cash work harder with Brex. Explore treasury bills, money market funds, and short-term bond options for founders.

### [Phase genomics case study](https://www.brex.com/resources/customer/phase-genomics)

See how Brex helps Phase Genomics save real time and money on travel and expense management.

### [How to streamline corporate expenses with lodge cards](https://www.brex.com/journal/lodge-cards)

Looking to improve your travel expense management? Discover the automation, visibility, and anti-fraud benefits of lodge cards.

### [June 2025 - Brex Benchmark](https://www.brex.com/journal/brex-benchmark-june-2025)

See which tools startups and enterprises are using to build AI voice agents in our June 2025 Brex Benchmark.