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 ...

Analyzing your business financials can be a worthy endeavor when it comes to noticing trends, mitigating risk, and making decisions. It can help you to better manage your cash flow, adjust operational ...

Anthropic has introduced a new feature named ‘Claude in Excel’ that integrates the AI model into the Excel workflow ...

Q. In your November Tech Q&A article on Excel’s Scenario Manager, you mentioned two other “what-if” tools: Goal Seek and Data Table. Can you show how those work like you did with Scenario Manager?

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 ...

We test Claude in Excel, a beta version add-in requiring a paid plan, and show where it saves time on formula fixes.

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 ...

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 ...

Artificial intelligence-native financial platform Datarails Ltd. said today it has closed on a $70 million Series C funding ...

Anthropic is making its most aggressive push yet into the trillion-dollar financial services industry, unveiling a suite of tools that embed its Claude AI assistant directly into Microsoft Excel and ...

Financial software provider DataRails Inc. today announced that it has closed a $50 million investment led by Qumra Capital, in what marks the third funding round closed by the startup over the past ...

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 ...