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.
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.
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.
Power Automate for Finance is Microsoft’s low-code, drag-and-drop tool that connects your systems and automates your workflows.
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.
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.
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.
I once watched a bot cost a mid-size firm $200,000. Overnight. No, this isn’t one of those urban legends from a conference happy hour. It was real. Here’s what happened: the team had set up an automated payment bot to handle supplier invoices. Great idea, right? Except someone changed a supplier’s bank account details in the ERP… and nobody updated the automation. The bot cheerfully sent payment after payment straight into a fraudster’s account. By the time anyone noticed, two hundred grand was gone. Poof. Now, don’t get me wrong, I’m all in on finance automation. I live and breathe it. Financial automation and automation solutions are transforming financial processes, but only if they are implemented thoughtfully. But I’ve also seen how easy it is…
Financial workflow automation is using tech like robotic process automation, AI, and low-code platforms to make your finance tasks run on autopilot.
With my collection of finance dashboard design best practices, I’ll show you how to build finance dashboards that actually serve a purpose
Imagine making a change in Excel or Google Sheets—and watching your presentation or dashboard update in real time.
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