Vena Planning Agent: (Roadmap 2025) This new AI agent integrates Vena Copilot right to where you do your planning—in Excel.

Canadian telco Telus digitized planning with Appian, and plans to save over $42 million in mis-aligned capital ...

I write about money. I’ve been reviewing tax software and services as a freelancer for PCMag since 1993. Along the way, I took on reviews of other types of business and personal finance technology.

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Over my forty years or so in and around dealing rooms and financial markets, I have heard many theories as to how to approach that problem and have settled on a process that has worked for me.