AI Fridays: AI Excel Agents for FP&A

Excel AI agents and other AI use cases are gaining traction amongst FP&A teams – but the right approach to tooling and use is crucial to minimizing risk and maximizing impact.

Paul Barnhurst is the founder of The FP&A Guy, a financial planning and analysis training and consulting advisory for small and mid-sized companies. He has 12+ years of Finance and FP&A experience, including roles at DigiCert, Solera, and as Lead Finance Officer at American Express. In this session, Paul discusses how finance professionals should approach AI tools—from Excel agents to FP&A platforms to native ERPs—with specific guidance on what works, what doesn't, and how to avoid common pitfalls.

Ideal for: FP&A professionals, CFOs, and CEOs/Founders.

Join to discuss:
The best spreadsheet, web app, and business intelligence AI tools for FP&A
Use cases to try vs. to avoid when using an Excel AI agent
How to effectively prompt spreadsheet AI agents