AI for Finance4 min read
Will ChatGPT Replace Jobs? This Might Sound Familiar
Important note: This blog was not written by ChatGPT. The question of automation and new tools replacing jobs is nothing…
James Richard ·
Topic
Tools & Reviews
Product guides and overviews of finance software, templates and platforms.
36 articles
Budgeting & Forecasting3 min read
Top 3 Excel-based Financial Planning Software for 2024
Check out our review of 3 companies that developed an Excel based financial planning (FP&A) software to allow companies to…
James Richard ·
Excel & Modeling5 min read
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 examples of…
James Richard ·
Excel & Modeling3 min read
Mastering Cohort Analysis in Excel: A Comprehensive Guide
Introduction Cohort analysis has become an important analytical tool as companies search for more detailed insights into their consumer base….
James Richard ·
Budgeting & Forecasting6 min read
Leveraging What-If Analysis in Excel
‘What if’ analysis uses built-in tools for budgeting and forecasting in Excel. Financial planning and forecasting tools help your company…
James Richard ·
Excel & Modeling5 min read
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,…
James Richard ·
Excel & Modeling4 min read
The New Functions To Add To Your Excel Toolbox
In this post, we’ll take a quick look at some of the new features in Microsoft 365’s Excel and Excel…
James Richard ·
Excel & Modeling4 min read
How Software Fills the Gaps in Excel
If you’re up to date with current affairs in the world of corporate finance, you’re likely aware of the ongoing…
James Richard ·
Excel & Modeling3 min read
Excel vs Google Sheets: Why Excel Is Better
Spreadsheets are extremely useful business tools. They are used to list, manipulate, and calculate a variety of corporate processes, such…
James Richard ·
Excel & Modeling4 min read
10 Important Excel Web and Desktop Updates
Excel is constantly implementing upgrades in order to improve the usability and efficiency of its software. These are 10 of…
James Richard ·
Reporting & Automation3 min read
Study: Dysfunctional FP&A Reporting Processes Costs US Companies $7.8 Billion
In a recent study conducted by the University of Baltimore Business School and FP&A software enterprise Datarails, it was discovered…
James Richard ·
Excel & Modeling5 min read
6 Excel Skills Every Finance Professional Should Know
If you’re like most finance professionals, you are accustomed to using Excel. It is a tool that has been around…
James Richard ·