How to keep your finance data safe using AI in 3-steps (plus safe list inside)
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 finance teams using free AI tools that put their company data at risk. When I give finance training, I see a lot of people still […]
Your team is delivering 10x more inaccurate work with AI (here’s the fix)
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 questions in the past month? “Did they actually analyze this, or did they just ask ChatGPT and copy/paste the result into a document?” “Are they […]
How to turn 15 hours of contract headache into 15 mins using AI
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 for the three new deals. And Kevin, the only person who knows where everything is, just went on vacation.
I know this because I have lived this. At my last company, we had two people maintaining two separate contract trackers. When either of them was out, we were stuck.
How to cut Forecasting time by 90% using AI
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 “too many” and “way too many.” You chase down departments. You reconcile spreadsheets that do not match. You ask the same questions you asked last month. And by the time you’re done, you’re already behind on this month’s close.
Excel can build your financial model in minutes (here’s how)
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, and it acts like a smart “Excel expert” living inside your workbook. Agent Mode lets you delegate multi-step Excel tasks to AI and can deliver […]