2027 budget v13.7 final (final).xlsx
“Maybe what was useless was how budgets were being built” Every 90 days I run our AI finance accelerator. It helps finance pros implement AI workflow they can use in their business. And one of our graduates Eduardo had this to say about budgeting. “I went deep into advanced budgeting techniques. Clients tell me "budgets […]
83 pages to help you become a top 14% finance pro
39 pages on how to use agentic tools in finance The last 4 editions of my newsletter have all been on bots and agents where we: Created reporting agents. Learn how important context is. Built skills for multiple finance workflows and turned them into plugins. Plus 5 things to keep your AI agents safe. I've […]
do these 5 things to stop AI Agents harming your numbers
This is the 4th edition of my bots and agents series. So far we’ve built a dashboard and reporting agent, improved AI performance with better context and looked at the best ways to build AI skills and plugins. Today we’re looking at the 5 things you need to keep your AI bots and agents safe […]
AI saved this CFO hours. Until it broke…
This CFO built an automation with AI… and then it broke This is the third edition of our Bots & Agents series. Last time, I showed you how to give an AI agent the right context. Today, we give it the right workflow. A lot of finance tasks feel like a never ending story. You're […]
I was wrong about AI agents
AI now has its own computer I need to admit something. I’ve said before that AI agents don’t really exist. Most tools that call themselves “agents” were just AI workflows. A step-by-step process with some AI built into one or more of the steps. But the latest tool updates have made me wrong about this. […]
How I auto-create P&L dashboards and update them with 0 clicks
This is the first edition of my ‘Bots and Agents’ series of newsletters where I will show you how to use the latest capability in tools like Claude, Copilot and ChatGPT to improve your work and get ahead of AI. I waited 6 months for a dashboard Every month, I had to send the cost […]
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, […]