Excel & Modeling3 min read
Using Claude with Excel for Finance
Using Claude with Excel for finance allows teams to analyze data, build models, and generate insights faster using natural language….
James Richard ·
All articles
211 articles
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Budgeting & Forecasting4 min read
Why Excel is Still Perfect for FP&A
Excel is still perfect for FP&A because it offers unmatched flexibility, speed, and control for financial modeling, forecasting, and scenario…
James Richard ·
Excel & Modeling6 min read
How Can CFOs and Finance Teams Reduce Their Reliance on Excel?
As companies scale and financial data becomes more complex, finance teams reduce their reliance on Excel. For decades, spreadsheets have…
James Richard ·
Reporting & Automation3 min read
Free Excel Templates to Make Your FP&A Job Easier
Free Excel templates can significantly streamline FP&A workflows by standardizing budgeting, forecasting, and reporting processes without added cost. If you…
James Richard ·
Budgeting & Forecasting5 min read
CFO’s Cling to Excel Despite Its Limitations as an FP&A Tool
CFOs cling to Excel because it remains the most familiar and flexible tool in finance, but growing complexity is exposing…
James Richard ·
AI for Finance6 min read
How to Choose the Best AI FP&A Software for Excel Users
AI FP&A software is transforming how Excel users plan, forecast, and analyze financial data, but not all tools are built…
James Richard ·
AI for Finance4 min read
Integrating AI Plugins with Excel: A Step-by-Step Guide
Integrating AI plugins with Excel allows Financial Planning and Analysis (FP&A) teams to automate analysis, improve forecasting accuracy, and build…
James Richard ·
Excel & Modeling4 min read
54% of GenZ Finance Employees Still Love Excel
Fifty-four percent of GenZ finance employees still love Excel and actively enjoy using it, according to new research. This challenges…
James Richard ·
Reporting & Automation5 min read
Python in Excel for FP&A
Python in Excel gives FP&A teams a powerful way to automate analysis, handle large datasets, and build advanced forecasts without…
James Richard ·
AI for Finance4 min read
How Microsoft is Using Excel and AI to Shape the Future
Microsoft is using Excel and AI to redefine how people work with data by transforming spreadsheets into intelligent, decision-support tools….
James Richard ·
Excel & Modeling4 min read
2025 Excel World Championship is in the Books and it did not Disappoint
The Excel World Championships once again proved that spreadsheets are anything but boring. What started as a niche competition for…
James Richard ·
Budgeting & Forecasting6 min read
Excel Add-in Vs. FP&A Software: What’s Better?
What’s better: Excel Add-in or FP&A Software? When comparing these two platforms, the biggest difference comes down to how each…
James Richard ·