Tag Archive for: Automated workflows

Avoiding Hidden Risks: Data Integrity Best Practices with Excel Power Query

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Here’s a dirty little secret of finance: the more polished the deck, the more likely there’s duct tape holding the data pipeline together. I’ve seen it. Flashy dashboards. Perfectly aligned KPIs. Everyone nodding in the boardroom—until someone asks, “How was that calculated?” Cue the mad scramble: Slack threads, undocumented Excel formulas, a stale mapping file […]

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The CFO’s Guide to Scaling Financial Data Prep: From Manual to Automated Workflows

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Let me give it to you straight: most finance teams are flying their planes while building the wings. And that’s fine—until you hit turbulence. I’ve worked with scaling companies where the first $10M in revenue was built on ad hoc Excel reports, stitched together the night before the board meeting. And hey—it worked. Until it […]

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