Category # Excel Automation 32 articles [![](/__l5e/assets-v1/19d39af2-f416-4cf9-b423-ad2cb8bbed69/orig-cb272cf26a41-Getting-Real-FPA-Automation-While-Staying-in-Excel.jpg)](/post/getting-real-fpa-automation-staying-in-excel) Reporting & Automation7 min read ### [Getting Real FP&A Automation While Staying in Excel](/post/getting-real-fpa-automation-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 · October 3, 2026 [![](/__l5e/assets-v1/368cea88-b459-4920-8532-ba8352ad32f3/orig-94ddd3ce880f-Questions-to-Ask-on-a-Demo-for-Native-Excel-FPA-Software.jpg)](/post/questions-to-ask-on-a-demo-for-native-excel-fpa-software) Budgeting & Forecasting7 min read ### [Questions to Ask on a Demo for Native Excel FP&A Software](/post/questions-to-ask-on-a-demo-for-native-excel-fpa-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 · September 17, 2026 [![](/__l5e/assets-v1/d3581afe-d700-48c3-b0cc-6cd4eb660440/orig-d41752b4ba85-AI-Will-Make-Excel-Even-More-Popular-Than-It-Is-Today.jpg)](/post/ai-will-make-excel-even-more-popular) AI for Finance5 min read ### [AI Will Make Excel Even More Popular Than It Is Today](/post/ai-will-make-excel-even-more-popular) AI will make Excel even more popular, not less, and the numbers support it. For years, the prevailing narrative in… James Richard · August 28, 2026 [![](/__l5e/assets-v1/a8fda407-189d-4b65-937d-cbfd3289ef67/orig-173dd7208bc6-Top-Excel-AI-Plugins.jpg)](/post/top-excel-ai-plugins) AI for Finance10 min read ### [Top AI Plugins for Excel](/post/top-excel-ai-plugins) Top Excel AI plugins help users automate spreadsheet work, generate formulas, analyze large datasets, and produce insights faster without leaving… James Richard · June 21, 2026 [![](/__l5e/assets-v1/1b569318-612d-4205-ae9a-b2e41db0fd3d/orig-7337dc92e16d-AI-in-Excel-for-CPM-Software.jpg)](/post/ai-in-excel-for-cpm-software) AI for Finance5 min read ### [AI in Excel for CPM Software](/post/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 · June 14, 2026 [![](/__l5e/assets-v1/f91dd0ef-8469-406d-a24a-9b300d424924/orig-e59dfae8624e-100-Ways-to-Use-Claude-for-FPA-1.jpg)](/post/use-claude-for-fpa-100-ways) Budgeting & Forecasting5 min read ### [100 Ways to Use Claude for FP&A](/post/use-claude-for-fpa-100-ways) To use Claude for FP&A is to move faster from data to decisions. Finance teams are under constant pressure to… James Richard · April 22, 2026 [![](/__l5e/assets-v1/6b7f7ce5-b074-45af-ac53-f0991311f6b8/orig-f63c981e6ee2-Using-Claude-with-Excel-for-Finance.jpg)](/post/using-claude-with-excel-for-finance) Excel & Modeling3 min read ### [Using Claude with Excel for Finance](/post/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 · April 14, 2026 [![](/__l5e/assets-v1/9408ff2f-9dde-466a-901e-4cc529f25504/orig-90b3269044ce-CFOs-Cling-to-Excel-Despite-Its-Limitations-as-an-FPA-Tool.jpg)](/post/cfo-cling-to-excel-fpa-limitations) Budgeting & Forecasting5 min read ### [CFO’s Cling to Excel Despite Its Limitations as an FP&A Tool](/post/cfo-cling-to-excel-fpa-limitations) CFOs cling to Excel because it remains the most familiar and flexible tool in finance, but growing complexity is exposing… James Richard · February 19, 2026 [![](/__l5e/assets-v1/bbdb04e3-045a-49c7-bd27-bba53b11edef/orig-a030fa106da6-Python-in-Excel-for-FPA.jpg)](/post/python-in-excel-for-fpa) Reporting & Automation5 min read ### [Python in Excel for FP&A](/post/python-in-excel-for-fpa) Python in Excel gives FP&A teams a powerful way to automate analysis, handle large datasets, and build advanced forecasts without… James Richard · January 6, 2026 [![](/__l5e/assets-v1/53ecaaaf-deee-4000-bb1d-b936c6341c7e/orig-a1868ca36e35-How-Microsoft-is-Using-Excel-and-AI-to-Shape-the-Future.jpg)](/post/microsoft-excel-ai-future) AI for Finance4 min read ### [How Microsoft is Using Excel and AI to Shape the Future](/post/microsoft-excel-ai-future) Microsoft is using Excel and AI to redefine how people work with data by transforming spreadsheets into intelligent, decision-support tools…. James Richard · December 16, 2025 [![](/__l5e/assets-v1/7cf4e962-9186-4c69-a40c-9f50044bc196/orig-191b23cc2a57-2025-Excel-World-Championship-is-in-the-Books-and-it-did-not-Disappoint.jpg)](/post/2025-excel-world-championships) Excel & Modeling4 min read ### [2025 Excel World Championship is in the Books and it did not Disappoint](/post/2025-excel-world-championships) The Excel World Championships once again proved that spreadsheets are anything but boring. What started as a niche competition for… James Richard · December 14, 2025 [![](/__l5e/assets-v1/c83cc5ed-b066-47f4-bbf7-64902f9bea59/orig-56919be43ac0-What-is-Excels-Plan-with-AI.jpg)](/post/excel-plan-with-ai) AI for Finance4 min read ### [What is Excel’s Plan with AI?](/post/excel-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 · November 23, 2025