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 ...

About Finatical Software Finatical Software provides real-time, Excel-based financial reporting for QuickBooks Online users. Designed for finance professionals who live in Excel, Finatical's Excel add ...

In this video, we evaluate Claude for Excel’s capabilities in data cleaning, financial modeling, and data analysis. Chapters: 0:00 - Installing Claude in Excel 0:47 - Data Cleaning 2:29 - Formula Debu ...

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 ...

Best AI tools for finance research and presentations, including Claude in Excel and Claude in PowerPoint, with accuracy ...

GALWAY, Ireland, Feb. 18, 2026 (GLOBE NEWSWIRE) -- As AI transforms how professionals work with data, financial advisors and portfolio managers face a challenge: most tools generate static outputs ...

Anthropic has launched shared context for Claude's Excel and PowerPoint add-ins, enabling cross-app workflows and reusable one-click Skills for enterprise teams.

OpenAI launches ChatGPT for Excel powered by GPT-5.4, enabling users to build, update, and analyze spreadsheet models using plain language.

Who says spreadsheets are boring? In a story published last week, "Advisors, Let Go of Excel," Financial Planning contributor and industry executive Brian Leitner fired a warning shot to advisors who ...