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3 min read
Excel-Based FP&A Software: A Buyer's Checklist for 2026
The criteria that matter most are the ones that address what plain Excel cannot do on its own: centralized version control, an automated audit trail,...
FP&A
3 min read
Top Excel-Based FP&A Tools for 2026: How to Compare Them
The tools worth considering in this category share four traits: a native Excel interface rather than an Excel export or import layer, a centralized...
3 min read
Driver-Based Planning in Excel: Is FP&A Actually Possible?
Driver-based planning is a forecasting approach where a budget or forecast is built from the underlying business activities that create it, such as...
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4 min read
The Limits of Excel for FP&A (and How to Fix Them)
Excel's limitations in FP&A fall into three categories: version control, performance, and auditability. Version control breaks down because Excel...
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4 min read
Excel vs. Cloud FP&A: Why You Don't Have to Choose
The real difference is not whether a spreadsheet is involved. It is where the data and the controls live. Excel-based FP&A keeps the Excel interface...
6 min read
What Is Excel-Based FP&A? A Complete Guide
Excel-based FP&A is an approach to financial planning and analysis where Excel remains the primary interface for building budgets, forecasts, and...
8 min read
Most FP&A Teams Will Use AI to Do the Wrong Thing Faster
Here is a prediction I'll stand behind: most mid-market FP&A teams will spend their AI budgets over the next two years making a broken planning...
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7 min read
Why Most AI-FP&A Demos Look Impressive, and Fall Apart in Production
I've sat through a lot of AI-FP&A demos in the last twelve months. The good ones are genuinely impressive. An agent reads a variance, generates a...
5 min read
How Does Solver Enhance Reporting With Drill-Down?
Financial reports answer what happened. Drill-down reporting answers why. That distinction matters most the moment leadership needs to act on a...
8 min read
Why Is P&L Analysis Critical for Identifying Margin Trends?
Profit and loss P&L analysis is how finance leaders determine not just whether the business made money, but where margins are expanding or...