Insights, tips, and best practices for modern FP&A
Google Sheets can be a lot more powerful than many people realize, and with the help of AI tools, there are ways to skyrocket your productivity with it. From automating...
Your finance team already knows how to build models in Excel with working formulas and PivotTables. The problem is everything...
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Somewhere in most finance teams there is a workbook nobody wants to touch, and it’s the single biggest fear behind...
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Bringing your own workbook and refreshing it are the standard demo checks. Two harder tests, structural change and a second...
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AI Tools for Excel: What’s Changed in 2026 Ask a room of finance people what “AI tools for Excel” means,...
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Most finance teams that buy an FP&A platform still end up planning in Excel anyway. The gap between “we bought...
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Most finance teams don’t outgrow Excel. They outgrow manual consolidation. As different departments build their own budgeting, forecasting, and reporting...
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Every FP&A team has lived through this moment: the board deck and the “official” forecast tell two different stories, and...
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Finance teams have been automating Excel for decades because the bottleneck was never the spreadsheet itself. Everything from macros to...
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Midmarket finance teams face a particular version of a problem that every growing company eventually hits. The Excel models work....
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