AI for Finance12 min read
Best Excel Plugins: Free, Paid, and AI Add-Ins
Spreadsheets, like Excel, are pretty popular tools used by loads of teams, groups, and organizations to keep track of, organize,…
James Richard ·
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211 articles
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Budgeting & Forecasting3 min read
How to Develop Budgeting Skills?
One of the key financial skills managers need is budgeting. Budgeting is about planning for how much money you’ll make…
James Richard ·
Budgeting & Forecasting4 min read
How to Calculate the ROI?
The Return on Investment (ROI) is a way to measure how much money you make from an investment. It helps…
James Richard ·
Budgeting & Forecasting5 min read
Key Terms for Building Financial Fluency Skills
Even if you’re not into finance, finance matters can still hit you hard. Many people feel like finance isn’t something…
James Richard ·
Reporting & Automation4 min read
How to Quickly Review an Annual Report?
Each year, public companies must release an annual report according to the law. This report explains what the company does…
James Richard ·
Budgeting & Forecasting3 min read
How to Understand the Cashflow Statement
A cash flow statement is among the most important financial statements of a business, it offers a comprehensive overview of…
James Richard ·
Budgeting & Forecasting4 min read
Analyzing the Income Statement
An income statement, or profit and loss (P&L) statement, gives an overview of how much money a business made or…
James Richard ·
Budgeting & Forecasting3 min read
Mastering Financial Statement Analysis by Decoding the Balance Sheet
Financial statements provide insight into a company’s well-being, often hard to assess through other methods. Although accountants and finance experts…
James Richard ·
Reporting & Automation5 min read
Simple Tasks You Can Automate with Excel
The importance of learning how to automate with Excel has increased over time due to the rise in workload. These…
James Richard ·
Excel & Modeling5 min read
How to Format Your Excel Spreadsheets
Do you find yourself spending too much time formatting Excel sheets? Do you wish you could use your time better,…
James Richard ·
Reporting & Automation7 min read
10 Essential KPIs for CFOs to Monitor in 2024
Why are KPIs Essential for CFOs? Key Performance Indicators (KPIs) are used to monitor different aspects of business performance. For…
James Richard ·
Tools & Reviews4 min read
SaaS ERP vs. Cloud ERP: What’s the Difference?
Organizations need to manage multiple systems to function well, and that’s where ERP comes in. Some people mix up cloud…
James Richard ·