Free Lesson
How to Automate Your Cash Flow Forecast in Minutes
45 min
Apr 1, 2026 1:00 PM
Virtual (Zoom)
In this video
What you'll learn
Build a Repeatable Data Pipeline
Import and clean raw accounting data using Power Query so your forecast refreshes automatically with each new file.
Create Dynamic Forecast Models
Use Excel's dynamic arrays to build flexible cash flow projections that expand and adapt as your data changes.
Eliminate Manual Rework That Wastes Time
Connect recurring data files to a live forecast so you spend minutes updating instead of hours rebuilding every cycle.
Why this topic matters
Most finance teams still update their cash flow forecasts through brute force. They copy, paste, reformat, and pray nothing breaks. It's slow, error-prone, and impossible to scale.
This lesson shows you how to connect recurring data files to a live forecast using Power Query and dynamic arrays so your model refreshes itself in minutes. Less rework, fewer errors, and more time for analysis.
You'll learn from
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Carl Seidman
Microsoft MVP, Adjunct Professor in Data Analytics, FP&A Advisor to Fortune 500s
Firms hiring Carl for cash flow training
