Tag: excel

The Excel dashboard vs Power BI finance debate, from a six-figure portal my team skipped: why speed to iterate wins, plus a 3-question tool test.

Is your financial model too complex? 67 tabs I inherited, 16 tabs I built myself, and why staying simple is harder than getting simple.

Is Excel dying? Finance AI changed who builds the workbook, not whether finance uses it. Why the spreadsheet survives and the model gets simpler.

How I build a financial model with Claude: a better brief, two tools in the right order, parallel sessions, and a reviewer that checks the work.

Claude for Excel, connectors, plugins and skills, explained for finance pros: what works today, what's still clunky and what to set up first.