Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, ...

In the fast-paced world of financial services, data analysis plays a crucial role in solving complex business problems and extracting valuable insights. Excel, a powerful and versatile tool, has ...

MarketXLS is an early investment research platform to support MCP for Excel-based financial workflows, helping professionals generate complete Excel analysis workbooks faster than ever.

What if you could predict a company’s financial future with precision, make data-driven decisions, and impress stakeholders, all using one tool? Excel, often underestimated as a simple spreadsheet ...

Q. You explained Excel’s Scenario Manager in your November 2024 Tech Q&A article and Goal Seek in your December 2024 Tech Q&A article. Can you please explain the final What-If Analysis tool: Data ...

Q. You released an article about using ChatGPT-4o in September 2024. Could you show us more ideas about how to use ChatGPT-4o with Excel? A. In today’s fast-paced accounting world, being efficient and ...

Financial forecasting gives you critical insights into your business and helps you project future sales and expenses. Let’s look at how you can create your financial projections in Microsoft Excel and ...

Excel, VBA, basic math skills and background finance knowledge provide a good foundation for using financial models. Suitable for financial projections of all types, models identify and display ...

DataRails, an Israeli startup that wants to help businesses understand their financial data better — and more quickly — has raised $18.5 million in funding as it looks to double down on its enterprise ...

AI-driven tools are automating many traditional tasks in financial analysis. Tasks like data gathering, spreadsheet modeling, and report creation that once took a lot of manual effort now get ...

What is financial analysis software? Nowadays, financial advisors and RIAs rely heavily on technology to manage data and support smarter client decisions. As regulations become stricter, financial ...