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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88 articles in Excel & Modeling
All topicsAI for FinanceReporting & AutomationBudgeting & ForecastingExcel & ModelingTools & Reviews
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 ·
AI for Finance5 min read
AI Will Make Excel Even More Popular Than It Is Today
AI will make Excel even more popular, not less, and the numbers support it. For years, the prevailing narrative in…
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 ·
AI for Finance5 min read
Supply Chain AI is Only as Strong as Its Data Foundation
Supply chain Artificial Intelligence (AI) is only as strong as its data foundation because AI models depend on accurate, connected,…
James Richard ·
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 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 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 ·
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 ·