The Easy Way To Write SQL For Finance
SQL for finance doesn’t require you to become technical. I’ll show you the easy way to query data using ChatGPT.
When it comes to working smarter in finance, automation tools aren’t a nice-to-have, they’re a must. These articles are your go-to guide for cutting through the noise and finding the tech that actually saves you time and sanity. From accounting software that eliminates manual data entry to financial planning tools that deliver insights on autopilot, I’m digging into the automation solutions that matter. These articles go beyond shiny features and buzzwords. I break down how automation tools fit into your real-world finance workflows—whether you’re streamlining budgets, speeding up reconciliations, or building dashboards that update themselves. We’re talking about software that pulls its weight, integrates cleanly, and frees you up to focus on strategy, not spreadsheets. So whether you’re new to finance automation or ready to level up your tech stack, this is where you’ll find practical reviews, real-life case studies, and no-nonsense advice to help you choose tools that actually deliver. Finance software doesn’t have to be a headache, let’s make it your competitive edge.
SQL for finance doesn’t require you to become technical. I’ll show you the easy way to query data using ChatGPT.
Over the last year, I’ve been using AI in Power Pivot to build, clean, debug, and document models, and it’s completely changed how I work.
This guide is my step-by-step walkthrough of everything I wish I had access to when I first started mixing Python in Power BI.
Every month-end, the same story plays out: spreadsheets flying through email, version control nightmares, and analysts burning midnight oil to tie out the balance sheet. By the time we’ve wrangled the data, we’re too exhausted to analyze it, let alone make it actionable. But here’s the shift that’s quietly changing everything: AI Agents. AI Agents aren’t just another automation trend or flashy tech demo. They’re the next evolution of finance workflows, automations that don’t just follow rules, but actually reason through steps like a junior analyst would. Instead of you telling the system, “Do this, then that,” you can tell it: “Pull the latest actuals, check for major variances, and draft commentary for anything over 10%.” And it’ll go do it, without you touching a…
n8n for finance enables finance teams of any size to automate repetitive tasks, manage complex workflows, and improve efficiency.
In this guide, I’m going to walk you step by step through how to use Office Scripts to automate the stuff that usually drains your time and patience.
By the time you finish this guide, you’ll know how to design Power BI Models that are fast, clean, and reusable.
You’ll get three plug-and-play automations, a shortlist of 15 free finance automation tools worth learning, and a playbook to prove value first
Read this step-by-step guide on power query data cleaning and start getting your spreadsheets to clean themselves.
Tired of chasing “Final_v3.xlsx” every month? This guide shows you how to build a clean, automated finance dashboard in Looker Studio, from pulling live data to blending sources and creating custom metrics.
You’ll learn the exact steps to replace manual reports with a single, self-updating source of truth your whole team can use. No coding, no expensive tools, just faster, cleaner, smarter reporting.
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