X4Plan Insights
Our content hub publishes practical guides on Excel, financial management, cash flow, reconciliation, FP&A and automation. We publish based on real search demand rather than volume, so articles appear here as the topics are researched and written.
Latest guides
How to Track Cash Flow in Excel: A Step-by-Step Guide
The sheet structure, SUMIFS formulas, opening and closing balances, a 13-week forecast and the five mistakes that break most cash flow spreadsheets.
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Topics in preparation
In the meantime, each topic below already has a solution page explaining the subject and listing the matching X4Plan products.
What Is Bank Reconciliation?
Bank Reconciliation templatesHow to Manage Accounts Payable and Receivable in Excel
AP & AR templatesExcel Financial Management for Small Businesses
Financial Management templatesHow to Build a Cash Flow Dashboard in Excel
Cash Flow templatesWhat Is FP&A?
FP&A templatesExcel Project Management vs Project Management Software
Project Management templatesHow to Automate Outlook Emails in Excel
Outlook automation tools
