The Easy Guide to Lightning Fast Power BI Models
By the time you finish this guide, you’ll know how to design Power BI Models that are fast, clean, and reusable.
Automation Tools
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.
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15 Free Finance Automation Tools I Use
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
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The Ultimate Guide To Power Query Data Cleaning
Read this step-by-step guide on power query data cleaning and start getting your spreadsheets to clean themselves.
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The Easy Guide To Looker Studio For Finance
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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11 Secret Power Query Functions You Need To Know
This guide is your flashlight in the Power Query cave. I’m going to walk you through the secret functions, how they work, and how I’ve used them in real finance workflows from month-end reporting to dirty CSV cleanup missions.
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The Ultimate Beginner’s Guide To R For Finance
R is a programming language designed for statistical computing and data analysis, making it ideal for finance professionals. It’s a finance power tool, and once I wrapped my head around it, I realized I could finally stop duct-taping Excel files together and actually build something smart. Scalable. Repeatable.
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The Easy Guide To Power Automate For Finance
Power Automate for Finance is Microsoft’s low-code, drag-and-drop tool that connects your systems and automates your workflows.
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The Easy Guide To VBA For Finance
VBA for finance isn’t flashy, but it works. Learn how to automate recurring processes and build custom functions all with a tool you already have.
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7 Power Pivot Hacks You Don’t Want To Miss
In this guide, I’m sharing 7 real Power Pivot hacks I use to speed up calcs, build smart, self-adjusting KPIs, and pull data straight from the model.
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The Easy Guide To DAX For Finance
If you’re already comfortable with Excel, you’ll find that many DAX functions in Power BI are similar to those in Microsoft Excel. This means that familiar financial and date/time functions, such as loan calculations and future value computations, work in much the same way, making it easier to transfer your existing skills between the two tools.
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