Insightsoftware's 2025 Finance Survey Analysis
Stop losing talent to outdated systems. Discover how integrated EPM solutions eliminate the frustrations driving finance teams away.
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Finance is changing fast. EPM systems are falling short: too rigid, too slow, and too disconnected to keep up with modern finance demands. To better understand this shift, insightsoftware conducted its survey report, the Finance Talent Crisis Hiding in Your EPM System from May to June 2025.
The findings reveal a critical inflection point: outdated EPM tools are contributing to widespread frustration, particularly among younger finance professionals who are more likely to seek roles elsewhere if their needs aren't met.
This report explores the implications of these findings and provides a strategic roadmap for finance leaders aiming to modernize their approach, retain top talent, and future-proof their operations.
Outdated financial systems aren't just slowing teams down, they're pushing younger generations to the exit. Gen Z and Millennials are far more likely than their older peers to consider leaving employers over poor technology, signaling a looming talent retention crisis.
of finance professionals express confidence usingAI for functions like
forecasting & reconciliation
36% say efficiency is the top value of AI, followed by faster insights (22%). Finance professionals are cautiously optimistic about AI's potential for efficiency and forecasting, but widespread adoption is slowed by deep concerns about privacy, security, and accuracy.
Collaboration reduces the risk of errors and keeps everyone aligned. That's what ultimately simplifies close, consolidation, and budgeting and planning. Instead of working in silos and potentially overriding each other's work, the process becomes more connected and collaborative.
of finance professionals cite time-consuming workarounds as their top frustration.
of finance teams do not feel confident in their EPM system's ability to control sensitive data & maintain compliance.
of respondents cite minimizing manual errors as a top priority when it comes to integration challenges.
A rich PDF with insights, stats, and use cases.
