Gurfinkel was blunt about the competitive landscape, arguing that many of the industry’s oldest FP&A software vendors are in trouble. “They’re already gone. They are slow. They don’t have enough cash or energy to rewrite the technology,” he said. Newer entrants such as Abacum and Runway, which invested heavily in sophisticated web interfaces and algorithmic workflows, face a different challenge: They need to reinvent themselves after underinvesting in the data consolidation layer that Gurfinkel believes is the new strategic high ground.
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