AI for Finance6 min read
How to be Audit Ready for AI in Finance
To be audit ready for AI in finance, organizations need more than accurate AI outputs. Audit-ready AI means finance teams…
James Richard ·
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211 articles
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
AI for Finance5 min read
Why Uploading a Spreadsheet to Chatbots is Not an AI Finance Strategy
Uploading a spreadsheet to ChatGPT or another AI chatbot is not an AI finance strategy because it relies on static,…
James Richard ·
Reporting & Automation7 min read
Top Excel influencers
Top Excel influencers are professionals who help users master Microsoft Excel through practical tutorials, financial modeling techniques, dashboard design, automation…
James Richard ·
AI for Finance5 min read
When AI Makes the Business Decisions, What’s Left of the FP&A Career?
When AI makes business decisions, the role of FP&A evolves. As AI increasingly handles various financial tasks, FP&A professionals shift…
James Richard ·
AI for Finance10 min read
Top AI Plugins for Excel
Top Excel AI plugins help users automate spreadsheet work, generate formulas, analyze large datasets, and produce insights faster without leaving…
James Richard ·
AI for Finance5 min read
AI in Excel for CPM Software
AI in Excel for CPM software combines the flexibility of spreadsheets with the governance, automation, and data integrity of modern…
James Richard ·
AI for Finance6 min read
AI Transparency in FP&A Reporting
AI transparency in FP&A reporting refers to the ability to understand, verify, and explain how AI-generated forecasts, recommendations, and financial…
James Richard ·
AI for Finance7 min read
AI Eliminating Manual Finance Work
AI eliminating manual finance work is reshaping the responsibilities traditionally assigned to entry-level finance professionals, automating tasks such as data…
James Richard ·
AI for Finance4 min read
3 Finance AI Workflows Teams Are Successfully Using with Results
There are three finance AI workflows that teams are successfully using, with results that are helping FP&A teams reduce manual…
James Richard ·
AI for Finance4 min read
Top Excel AI Podcast Episodes
Finance professionals, analysts, and enterprise tech teams are increasingly turning to top Excel AI podcasts to stay ahead of developments…
James Richard ·
Budgeting & Forecasting9 min read
Pricing Strategies and How They Affect the P&L
Pricing strategies and how they affect the profit and loss (P&L) go far beyond simple revenue changes, they shape conversion,…
James Richard ·
Budgeting & Forecasting5 min read
100 Ways to Use Claude for FP&A
To use Claude for FP&A is to move faster from data to decisions. Finance teams are under constant pressure to…
James Richard ·