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 ·
Category
Excel Automation
32 articles
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 ·
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 ·
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 ·
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 ·
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 ·
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 ·
AI for Finance4 min read
What is Excel’s Plan with AI?
Excel is entering a new era where artificial intelligence becomes central to how millions of people analyze data, build models,…
James Richard ·