Your 44-page ultimate guide to ROI using AI in Finance + bonus
Ultimate Guide to ROI using AI in Finance This is the last in my series on ROI from AI in Finance where we’ve covered Part 1 – How to turn hours saved into real results. Part 2 – Getting great AI results with less usage Part 3 – AI ideas that deserve budget vs ones […]
90% of finance pros are missing this Excel trick
This is part 4 in my series on AI ROI. Part 1 was about turning hours saved into real results here Part 2 was about getting the same results with less AI usage here Part 3 was about which ideas deserve your budget here Today it is about the ROI hiding in a tool you […]
Better finance results, with 90% less AI usage (your 5 smart switches)
This is the second part in my series on AI ROI. Because the best way to provide ROI is to achieve the same results, with less AI usage. “Why is Claude getting more and more stupid?” Someone asked me this recently.I told them that the chat got really heavy. When Claude's memory of a conversation […]
Tracking ‘hours saved’ with AI is wrong. My 3-steps to AI ROI:
Super quick before we start – this is the first newsletter in a series on AI ROI. If you enjoy it, reply and tell me where you want to see ROI from AI in your Finance Team, I will answer in upcoming editions. The lazy intelligent person always gets more work When I was young, […]
I got ChatGPT to replace 1 day of finance work using just these 2 words
Two Words, Three Files Every month, the same file is created somewhere on my drive. With rows I don't need, columns I don't need, and nothing usable until the tabs are cleaned and merged. You know this file. Yours might be expense reports, vendor invoices, or a payroll variance sheet. They’re useless until someone spends […]
How to build a month-end agent that tasks for you (5-steps)
“Review with the team” is not a task Last week Zsolt from my AI Finance Club posted a month-end close agent in the community using Microsoft Copilot. It was part of one of our monthly build challenges Zsolt Posting His Mont-End Close Agent in the Community The whole thing runs off one Excel tab. There […]
How I automated my 2,000+ email inbox with AI
An AI that Reads & Replies I get ~100 emails a day. AI Finance Club members with questions, brand partners, webinar replies, and a lot of people who want to sell me SEO services! For a long time I did what you probably do. Open Gmail, scroll, decide what matters, then feel bad on Sunday […]
Will ChatGPT-6 Astra replace finance pros?
4x faster than the human with Excel OpenAI just released GPT-6 Astra, and it’s scaring a lot of people. They gave the new model a challenge from the Financial Modeling World Cup*. It finished about 4 times faster than the human who WON the competition. I already thought since a few months that AI was […]
21,619 people received my Claude guide (newest version is here)
I don't usually talk about numbers. But I can't ignore this. 21,619 have received my Ultimate Claude Guide. More than 300,000 people watched the videos I post on Claude. Claude is still "hot", I know. But it's not only hype. The speed Anthropic is shipping is crazy. Each time I cover something new, there are […]
3 ways I’m creating 13-week cashflow forecasts with AI
3 Different Ways to Build a 13-Week Cashflow Forecast A few weeks ago I gave you a warning about Fable 5. For building financial models it is no better than Opus, (and with some tasks Sonnet does the job well too). But, the model is only half of the question. The other half is which […]