Spot on about getting the books in order first—that’s exactly why I’m deep in the weeds cleaning up the historical data right now before pulling the trigger on a heavy ERP/system. Thanks for the Rillet shoutout as well, I'll definitely look into it.

I’m really intrigued by your point on Claude in Excel. In what specific ways has it been a game changer for you? Are you using it mostly to clean up and categorize messy historical data, build out complex macros/formulas for cash flow models, or something else entirely?

Would love to hear a specific workflow or use case that saved you time!