Budgeting & Forecasting7 min read
Excel’s Limitations When It Comes to FP&A
Excel has been a popular workspace of finance for decades, and for good reason. It is flexible, familiar, and powerful…
James Richard ·
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115 articles in Budgeting & Forecasting
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
Reporting & Automation6 min read
How to Spot a Missed Forecast Before the Month-End Close
Most forecast misses are not true surprises. Somewhere on the team, someone usually had a hunch that a deal would…
James Richard ·
Reporting & Automation7 min read
Getting Real FP&A Automation While Staying in Excel
Most finance teams have no intention of abandoning Microsoft Excel, and they shouldn’t have to. You can get real FP&A…
James Richard ·
Budgeting & Forecasting7 min read
Questions to Ask on a Demo for Native Excel FP&A Software
Every FP&A vendor’s homepage says some version of “works with Excel.” That phrase covers three genuinely different products, and a…
James Richard ·
Reporting & Automation7 min read
Getting Ahead on Your Annual Budgeting Process
Getting ahead on your annual budgeting process starts with working backward from your board approval date. You need to align…
James Richard ·
Budgeting & Forecasting6 min read
Forecasting has Become More Difficult with the Token and Credit Models
Forecasting has become more difficult with token and credit models because revenue now depends on how customers use a product,…
James Richard ·
Budgeting & Forecasting6 min read
Highest Paid CFOs in 2026 by Individual and Industry
Looking at the highest paid CFOs in 2026 by individual and industry reveals just how wide the gap has grown…
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 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 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 ·
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 ·