Excel vs FP&A Software: When to Make the Switch (with Paul Barnhurst)

Excel vs FP&A Software: When to Make the Switch (with Paul Barnhurst)

Most finance teams stay on Excel longer than they should. The hard part is knowing when it is actually time to switch.

In this episode, I sat down with Paul Barnhurst, also known as The FP&A Guy.

Paul is one of the most trusted independent voices in financial planning and analysis. He has trained thousands of finance professionals, hosts three podcasts including FP&A Unlocked and Financial Modeler's Corner, and built an audience of over 112,000 followers on LinkedIn. He has tested almost every major FP&A tool on the market and is known for his clear, independent reviews of FP&A software.

We broke down when Excel stops being enough, how to choose your first FP&A tool without getting burned, and where AI actually fits into the modern finance team.

👉 If becoming a CFO is in your 5-year plan, get your free CFO Readiness Scorecard here: http://thecfo.scoreapp.com

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Connect with Paul Barnhurst (LinkedIn) ▶️ https://www.linkedin.com/in/thefpandaguy/
Connect with Wassia Kamon (LinkedIn) ▶️ https://www.linkedin.com/in/wassiakamon/
Website: WassiaKamon.start.page
Email: Info@WassiaKamon.com
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Listen on:
Apple Podcasts ▶️ https://podcasts.apple.com/us/podcast/the-diary-of-a-cfo/id1768818749
Spotify ▶️ https://open.spotify.com/show/2w2bL55ST959GgeAR6r7So?si=1c710288beb84b3c

For sponsorship and partnership inquiries: Info@WassiaKamon.com

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🎬 Video chapters:

00:00 Intro

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