Best AI tools for finance research and presentations, including Claude in Excel and Claude in PowerPoint, with accuracy ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

The fight to tame spreadsheets with AI isn’t over yet. A new company called Meridian has emerged from stealth with a more comprehensive IDE-based approach to agentic financial modeling — and plenty of ...

Professional financial modeling toolkit for Claude Code with auto-invoked Skills and Excel MCP integration. Build DCF models, LBO analysis, variance reports, and pivot tables using natural language.

Anthropic has a new artificial-intelligence model that can help run financial analyses and build spreadsheets. Investors seemed to think Thursday that spells trouble for financial research companies.

Google rolled out a brand new experimental AI tool last Thursday called Project Genie. By Friday, video game stocks were tumbling as a result. Gaming industry giants like Unity Software, Roblox, ...

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, ...

Capgemini data shows that 81% of inheritors "plan to switch firms within one to two years of inheritance." PwC research supports this trend; in 2022, the consultancy firm reported that 46% of high-net ...

Generative models aim to simulate realistic effects of various actions across different contexts, from text generation to visual effects. Despite efforts to build real-world simulators, leveraging ...

In the news release, GenerativeX Introduces "ExcelenceAI" - The AI Agent for Deal-Ready Financial Modeling in Excel, issued on November 4, 2025 by GenerativeX over PR Newswire, we are advised by the ...