Analysis uncovers rising frustrations with legacy EPM instruments and rising demand for AI-driven effectivity and collaboration

RALEIGH, N.C., Oct. 16, 2025 – insightsoftware, the worldwide supplier of options for the Workplace of the CFO, in the present day launched a brand new report, The Finance Expertise Disaster Hiding in Your EPM System, revealing practically 40% of finance professionals would take into account altering employers as a consequence of outdated monetary techniques. The findings underscore that legacy enterprise efficiency administration (EPM) techniques should not solely creating operational points but additionally fueling a rising expertise retention disaster.

Organizations are grappling with the necessity for real-time insights and the youthful era’s calls for for instruments that remove inefficiencies and foster collaboration. Failing to handle each wants carries important danger – the examine discovered Gen Z and Millennials usually tend to go away their jobs as a consequence of outdated know-how, in comparison with Gen X and Child Boomers.

“This analysis confirms what we’re listening to from finance leaders all over the place: their roles have grown extra strategic, however their instruments haven’t saved tempo,” stated Monica Boydston, President and Normal Supervisor of EPM and Interim CPO at insightsoftware. “They’re nonetheless dealing with all the normal finance work, however now they’re additionally anticipated to supply strategic steering to the enterprise. That’s why we launched JustPerform – to mix human experience with AI so finance groups can spend much less time on routine duties and extra time on work that strikes the enterprise ahead.”

Bigger organizations are significantly prone to shedding expertise as a consequence of outdated techniques. Amongst finance professionals at organizations with 5,000–9,999 workers, 27% expressed a chance to go away, citing frustration with advanced, legacy infrastructure.

The survey additionally discovered:

• Finance groups are spending useful time compensating for system limitations.
  28% of finance professionals cite “time-consuming workarounds” as their high frustration with outdated techniques. The “lack of system integration” was additionally flagged by 28% of respondents.
• Sensible AI use instances are gaining traction in finance.
  39% of finance professionals are assured in utilizing AI for machine studying–based mostly forecasting and automatic reconciliation. Effectivity (36%) and sooner insights (22%) are the highest advantages driving curiosity in AI use.
• The monetary expertise disaster creates a rippling impact throughout impacted corporations.
  32% of organizations say the abilities hole has had a serious influence on turnover, with 41% of Millennials and 43% of Gen Z respondents highlighting it as a key issue.
• Information management and upkeep stay areas of confidence.
  70% of finance professionals really feel extremely assured of their EPM system’s means to manage delicate knowledge and keep compliance.

The outcomes on this report are from a web based survey of 439 finance professionals in corporations with 500 or extra workers. The survey was fielded from Could 9 to June 2, 2025, by Researchscape.

For added analysis and insights from insightsoftware, obtain the new Built-in Finance System Report, which highlights challenges monetary groups face in budgeting, planning, shut, and consolidation, and exhibits how built-in techniques allow sooner, better-informed choices.

About insightsoftware

insightsoftware is a worldwide supplier of complete options for the Workplace of the CFO. We imagine an actionable enterprise technique begins and ends with accessible monetary knowledge. With options throughout monetary planning and evaluation (FP&A), accounting, and operations, we rework how groups function, empowering leaders to make well timed and knowledgeable choices. With knowledge on the coronary heart of the whole lot we do, insightsoftware allows automated processes, delivers trusted insights, boosts predictability, and will increase productiveness. Study extra at insightsoftware.com.