Excel Automation

James Richard

Key takeaways from Microsoft’s Finance Team: Excel, Automation, and Efficiency

There are a lot of positive things to learn from tech giant Microsoft. After all, you have to be doing something right to be the 4th most...

James Richard

Key takeaways from Microsoft’s Finance Team: Excel, Automation, and Efficiency

There are a lot of positive things to learn from tech giant Microsoft. After all, you have to be doing something right to be the 4th most...

James Richard

The Top 5 Dangers of Using Spreadsheets for Financial Modeling

Businesses today continue to heavily rely on spreadsheet software like Microsoft Excel for financial modeling, despite the numerous...

James Richard

The Benefits of Continuous Planning: Is it Time to Make the Switch?

Effective financial planning and analysis (FP&A) plays a vital role in supporting the financial well-being of a company. This business...

James Richard

Best FP&A Software Solutions for Excel Users

FP&A software solutions come in many shapes and sizes. There are simple Excel plug-ins, complex and expensive software for large...

James Richard

Dear Excel, How can FP&A professionals make the most of their spreadsheets?

After (almost) 40 years, there is a reason why FP&A and accounting professionals continue to use Excel. It works. But what happens when...

James Richard

What to do When Excel Doesn't Meet Your Spreadsheet Needs

Excel is an excellent tool for processing data, but it has its limitations. If you are using overly complicated formulas, or if your...