A real estate agent's job is intense. As CEO of a financial advisory firm that has specialized in helping real estate agents ...

Israeli AI-native financial planning platform Datarails today announced the completion of a $70 million Series C financing ...

Artificial intelligence-native financial platform Datarails Ltd. said today it has closed on a $70 million Series C funding ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including ...

Anthropic has extended access to its Claude in Excel feature to Pro plan subscribers, enhancing AI tools for spreadsheet-heavy workflows.

Build a free 2026 Excel budget file with bank import and XLOOKUP categories, so you track spending and savings without manual typing.

The promise of the new agents is to solve the fragmentation problem that plagues finance departments. Unlike a sales leader ...

The company said its suite of software tools is quickly evolving from one heavily focused on FP&A to a “complete finance ...

As we move into 2026, that analogy becomes more fitting than ever. The attorneys who excel in this environment are those who ...

Wealth Enhancement reports on AI personal finance assistants like ChatGPT, Gemini, Copilot, and Claude, highlighting their ...

Companies are trying to wean staff off Excel spreadsheets to centralise control of their data.

Experts shared retirement planning, Medicare and Medicaid guidance during Delta Sigma Zeta's financial empowerment event, ...