This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. By automatically populating bank account data from multiple accounts at ...

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 ...

Eight years ago, Seattle-area entrepreneur Peter Polson decided to pursue what he perceived as a gap in the personal finance software market, inspired by his growing family’s increasingly complex ...

At Mint.com you view balances and transaction records from financial accounts that support online access. Also, you can download transactions in the CSV format and import them into Excel and other ...

With named ranges, you can label specific data within a spreadsheet, making it easy to refer to them in formulas. Excel's Name Manager tool simplifies the process of creating, editing, and deleting ...