QuickBooks: features the Finance Agent, a proactive tool that delivers scenario planning, KPI tracking, and forecasting, embedding AI directly into everyday financial operations. Financial forecasting ...

Abhishek shares details on how AI is helping pivot the role of financial planners from analyst to strategic advisor and assisting CFOs in making better decisions. He also shares actionable strategies ...

New Benchmarking Features Further Empower Biopharma Finance Teams with Automation, Real-Time Insights, and Predictive Capabilities – Accelerating and Improving Decision-Making Across R&D SAN DIEGO, ...

Learn about the five financial planning software programs that are most commonly used by professional financial advisors.

Q. How does the Scenario Manager in Excel work? A. Microsoft Excel’s Scenario Manager is a powerful tool for making informed financial decisions. It allows users to create and manage multiple data ...

Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

Business planning has always been part of the core of successful organizations. From startups to Fortune 500 companies, a robust business plan lays the foundation for growth, competitive advantage, ...

Creating a monthly budgeting and forecasting model in Excel is a crucial skill for effective financial planning and management. This step-by-step guide by Kenji will walk you through the process of ...

Financial planning involves the interplay of multiple, often complex variables. Think: current and future savings and ...

Uncertainty is a non-ideal but inevitable part of the financial sector—especially concerning financial planning and analysis. The hard reality is that perfect financial decisions rarely exist, and ...

The business world is bursting with what-if scenarios. One needs to look back no further than the 2020 pandemic to understand that companies must plan for a variety of situations. What if we don’t get ...

A holistic financial plan goes beyond—here’s how to approach it.