This CPA almost cried after automating 2 years of Amazon receipts (steal this)
“I almost cried it worked so well” Mark’s a CPA. The above is what he said in one of our workshops: He added straight away that he is not a crier lol. Matching and reconciliations are always super painful for finance, especially at his scale. He works with a client running ~500 Amazon delivery drivers […]
Faster CFO decisions with just your phone + Claude (3-steps)
The boarding gate Imagine you are standing at the gate. Boarding your flight in 20 minutes. Your marketing manager is next to you, and she asks you the one question you cannot answer: what happens to us if churn goes up and we push harder on the premium tier? You have no model to open, […]
How I produce a daily CFO task cockpit in Claude (yours in 3-steps)
The singular best class Imagine you open your laptop on a Tuesday morning and most of the boring work is already done. Finance don’t realize how much of their painful work can be automated. So most finance pros are cooked unless they start leading this transformation. In my masterclasses, I show a skill that reads […]
I blew our receipts process and unpaid staff hunted me down (avoid this)
5 levels of AI David is super passionate about AI, and has been leading all of their product development for Expensify’s AI features. When David and I spoke in July, he separated AI intelligence from expertise and said, “Putting a general model on your expense reports is like putting someone with three PhDs on […]
This 1 AI safety method stopped a CFO being scared of rising Microsoft costs
“Very powerful…but I’m worried about it” So, a few weeks ago, on our monthly office hours Zoom, one of our members said this to me this about Microsoft Copilot Cowork: "I don't have a usage, so I'm frightened to have it. Very powerful, it's super, but actually, I don't even know how to restrict it […]
6 personal AI lessons I told 80 finance pros to keep confidential
6 Lessons from my own business Two weeks ago I did something I don't usually do. I got on a call with more than 80 people from my AI Finance Club, and before I even started sharing my screen, I told them: this is confidential, don't share the recording, some of this you won't even […]
My 4 tips to help CFOs keep AI costs under control (plus Claude Fable 5 warning)
85% reduced costs, 95% quality I built the same financial model three times in one session. Once using Claude Fable 5, once in Claude Opus, once in Claude Sonnet. To see what changes when you use a ‘more intelligent’ model. I was surprised that the quality didn't drop. Opus matched Fable, and Sonnet came close […]
The 3 AI habits of the top 1% finance team (#2 is crucial)
The First 5-Minutes A few weeks ago, I saw a team use AI for a reconciliation. But the problem was that they ran it in one direction only. It flagged what was missing from one list, but never checked the other. A beginner mistake, because of poor prompting and over trusting the output. Every month […]
These CFOs spotted 15 unusual P&L outliers in 4-steps (run this analysis now)
What, Why, So, Now? Today I’m going to show you how the CFOs in my community use AI to find outliers / anomalies. This is what happens when you as AI to help you with this: A machine (normally Python that AI runs in the background) looks at your history and works out what is […]
How I create P&L dashboards that auto-update with Claude (yours in 5-steps)
Last week I recorded a demo with super messy data on purpose. It included different countries submitting their P&Ls every month. With different names on every file. Very few finance teams have regular file naming rules. So I wrote one prompt. I added a single clause telling Claude to read the data inside the files, […]