Claude for Excel for FP&A: Setup Guide and Best Practices
Claude for Excel opened to Pro subscribers in January 2026. Here's the 10-rule playbook I've built from daily use, plus a live QuickBooks write-back demo.
Nathan Freystaetter is the CEO and founder of Go Fig, where he helps CFOs become the strategic financial leaders they were hired to be through better access to data. Before founding Go Fig, Nathan spent over a decade in data science and financial analytics at Square, Oportun, Global Lending Services, and Capital One Auto Finance. He has built machine learning models for credit risk, led growth strategies driving 30x ROI, and helped launch products that doubled annual originations. Nathan combines deep technical expertise in data science with firsthand experience solving the data fragmentation problems that plague middle-market finance teams.
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Claude for Excel opened to Pro subscribers in January 2026. Here's the 10-rule playbook I've built from daily use, plus a live QuickBooks write-back demo.
The best CFOs I've met don't accept 'that's just how it works.' They apply first principles, the same way Elon Musk rethought rockets, to automate the mundane and focus on what actually drives the business.
The 5 best tools to automate month-end close for mid-market finance teams, from free Excel add-ins to full data integration platforms. Save 40+ hours/month.
Celeste, Go Fig's AI analyst, launches with dashboard generation from a prompt, streaming answers, @mention context, follow-up questions, and a UI overhaul.
Stop manually exporting spreadsheets. Learn how to turn Workday reports into JSON, XML, or CSV API endpoints with RaaS to automate your finance data flows.
January 2026 updates: rebuilt Flow automation builder, smarter Celeste AI that creates flows from a prompt, auto duplicate removal, charts in emails, Azure SQL.
TL;DR Microsoft Excel sync , Connect your Excel files directly to Go Fig both as scheduled imports and exports New data sources , Dialpad and Google Sear
TL;DR Connect your own warehouse , Customers can now connect BigQuery, Snowflake & PostgreSQL and combine data across all their other sources Favorites &
Last Tuesday, I talked to a Finance Director at a fast-growing SaaS company who spent 45 minutes trying to get ChatGPT to write a simple revenue cohort analysis
Ever started working on a project with data in an Excel spreadsheet only to find the data is out of date? Spreadsheets are the go-to tool for Finance teams to p
Last week, I talked with the CIO at a tech company in Columbia, South Carolina. They were lamenting about how their Finance manager spends hours updating the sa
Ctrl + C => Ctrl + V is a language that is deeply ingrained to my fingers. They allowed the elixir of life to take a dusty spreadsheet system and revive it, no
Go Fig was recognized by SC Biz News as one of the top 20 startups in South Carolina that are experiencing early success stories and strong growth potential. In
Go Fig, founded by Nathan Freystaetter in 2023, was featured by Greenville EDC for using AI to bring enterprise-grade analytics to mid-market finance teams.
Go Fig founder Nathan Freystaetter was interviewed by Fox Carolina for Innovation Awareness Month about building an AI analytics company in Greenville, SC.
Let's have an honest conversation about SaaS in 2025. It's a highly saturated market with fierce competition, and everyone is yelling the same things about
The yield curve inversion continuing to re-invert and the threat of broad tariffs are mounting an increasing amount of uncertainty for companies across virtuall
Go Fig received a $25,000 Project Development Fund grant from the South Carolina Research Authority in November 2024 to fund product and go-to-market work.
We all know the saying, “garbage in, garbage out,” right? Well, its especially true when it comes to your business’s data. If your data is chaotic, you can bet
Alright, so your business has a ton of data, great! But now what? It’s like having a pile of ingredients in your kitchen but no recipe. Data is fantastic, but wi
A mid-market data infrastructure runs $25k-$500k/yr for software plus $400k-$800k for a data team. Full 2026 breakdown, line-item costs, and how to cut them.
Did you know that 90% of the world’s data was generated in the last two years? Crazy, right? Despite this surge in information, most businesses are still strugg
With just 1:30 left on the clock in the 2002 Super Bowl, the New England Patriots were locked in a 17-17 tie against the powerhouse St. Louis Rams. The pressure
Go Fig was named a 2024 South Carolina InnoVision Awards finalist, recognizing the company's work advancing AI analytics for finance and product teams.
The world just changed....again. It seems like every 6 months, a new upgraded version of ChatGPT is released and completely changes the game. This happened agai
Have you ever wondered why you're having a slow day on a Friday night? The weather is great, you just released a fresh batch of a new beer, and you even sent ou
Go Fig won Best Technology and a $5,000 grant at Furman University's GVL Starts Demo Day 2024, a 9-week entrepreneurship program capped by a pitch competition.
As a business owner, you and I have seen peers in our communities that have sadly gone under. Maybe a competitor opened up that took all their business. Maybe t
See how we can help your finance team connect data and eliminate manual reporting.
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