Your AI financial analysis is wrong (how to fix it in 3-minutes)
Last month, I was training a big American Saas company. In this session, I showed 35 of their finance pros two AI analyses of the same cost center data. The…
I share practical insights on AI in finance, with short and clear examples you can use right away.
My goal is to help you save time, work smarter, and lead the AI shift in your finance team.
Last month, I was training a big American Saas company. In this session, I showed 35 of their finance pros two AI analyses of the same cost center data. The…
Question for you: How many times when you ask AI to analyze something, have you got the exact answer you wanted? Something you could show to the board, or use…
Can you tell the difference between Automation, an AI workflow, and an AI agent? If you can’t, you’re not alone. The AI world right now is a mess of super…
Let me ask you this. How many times this week did you ask ChatGPT something, get back a response, and then straight away think: “This is way too generic. This…
So, you’ve finally got your models built, and your numbers are accurate. But now you are dreading the 3 hours you are about to spend in PowerPoint, trying to make…
Are you right now busy with your budget 2026? What about if I can find you 2 hours more in your day? Check the use case below with all the…
Let me tell you about the worst headcount planning meeting I ever sat through. It was 3 hours long. We had 14 people in the room. And we spent the…
It’s late Friday afternoon, and your boss just informed you that the quarterly sales review, originally scheduled for next month, has been moved to Monday morning. You need to present…
Last month’s financial review started well. You walked the team carefully through the numbers. Revenue was up 8%, COGS variance was out by $127K, and operating expenses were above budget.…
The main reason finance pros work with me is because they do not want to feel like they are falling behind. This feels like a big problem, especially when you…
Forecasting is difficult, but making good decisions from your finance data is an even bigger challenge. Especially if you cannot afford an expensive FP&A tool (and even when you have…
Last month, I had a call with a CFO who was asking me which AI tool his team should use. ChatGPT? Copilot? Claude? Gemini? His finance team was all over…
People ask me all the time this: “Nicolas, how do we keep our data safe using AI?” And, you know what still shocks me, even now? Every week I see…
Tell me, do you spend a lot of time reviewing the work of your team, because you’re worried AI made it up? How many times have you asked yourself these…
It’s 4pm on the last Friday of the month. You need to finish the revenue forecast by the end of the day. The only thing missing is the contract terms…
Let me ask you something: How many hours did your team spend on last month’s forecast? If you’re like most of the finance teams I’ve coached, the answer is between…
If you still build models cell-by-cell, you’re wasting hours you’ll never get back. I thought this would take more years…but it’s already here Microsoft Excel’s new Agent Mode is here,…