Maximor has come out of stealth with a human-in-the-loop agentic platform that does the finance team's grunt work.

Microsoft has added AI to those software programs of yesteryear with Agent Mode for both Word and Excel. Powered by Microsoft 365 Copilot, Agent Mode can help anyone -- even those with little ...

Tax expert Bob Keebler breaks down several changes to the tax code — from the SALT cap to Roth conversion strategies — that retirees should know about.

With $9 million in funding, Maximor has come out of stealth to reinvent finance workflows — eliminating Excel reliance through AI agents.

WealthTHINK is an invitation-only forum for senior leaders in private wealth. It avoids pitch decks in favour of table-level debate on the issues that actually move the dial: regulation, governance, ...

We are barely three months away from 2026 and in today's scenario AI tools are being used more than ever by working professionals. For most people, their day begins with ChatGPT. Be it for planning ...

The Quick Analysis menu won't replace everything you do in Excel, but it handles the repetitive stuff faster than navigating through ribbons. This shortcut eliminates most of the steps for you if you ...