Why finance people resist new tools even when they hate Excel
“Finance people want to stay with Excel because it's more just a tool.”
they use Excel, but they want to replace it. Finance people want to stay with Excel because it's more just a tool. This is part of their even skills. Right? The finance person, one of the things that they're proud of, I'm a Excel master. Right? So finance people, consolidation. And then from these two, conclusions, you get very the path to FP and A is very clear because FP and A is the classic consolidation use case. Classic, every end of month, the FP and A needs to collect data from multiple system, consolidate it, and now they can start
About this clip
Datarails founder explains the psychology behind why finance professionals cling to Excel despite wanting to replace it - it's tied to their professional identity and skills. He reveals how understanding this user psychology led them to focus on FP&A as their primary use case, since it involves the classic consolidation workflow that finance teams need to do monthly.
Why this clip
This clip reveals a counterintuitive user psychology insight that explains why B2B software adoption can be challenging even when users express dissatisfaction with current tools.
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