AI: In The Know – Week 5: Excel Formula Bot

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Welcome to the fifth of this 8-week special edition report where we’re going to cover some useful AI tools you can use in your financial planning practice. 

In light of the widespread adoption of hybrid work arrangements by a significant proportion of businesses, it has become necessary to reassess our approaches to communication, collaboration, and workflow management. This report seeks to present alternative solutions to conventional methods for managing your business. This week we looked at Excel Formula Bot.

Excel has been a go-to tool for data analysis and management for decades. However, despite its popularity, many of us still struggle with creating and managing complex formulas, especially when dealing with large datasets. Most of us will relate to the sinking feeling of inheriting a spreadsheet that looks incredibly simple on the surface but reads like a novel in the background. And this is fine if you don’t need to touch the formulas. But when it doesn’t work how you expect it to, it can feel like searching for a needle in a haystack.

That’s where Excel Formula Bot comes in. It’s a powerful tool that helps streamline spreadsheet workflows by automating formula creation and management.

This article is number 5 of 8 in a special edition looking at AI tools for financial planning practices. Subscribe and unlock this content today.

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