Category: AI Finance Pro

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 […]

Is Excel dead now?

Excel and I are the same age. Microsoft released the first version in 1985, the same year I was born. So we are used to having Excel since 40 years, and I have never worked one single day in finance without it. Not at PwC, not at Thales. Which is why, when someone asks me […]

ChatGPT vs Claude vs Gemini vs Copilot for Finance [74-Page PDF Guide]

November 2022 With AI there was a time where I could not sleep and I stayed in front of my computer (and my phone) all night. It was November 2022 when I got access to ChatGPT – like the first day when it arrived – and I just kept trying everything because I thought, this […]

5 AI dashboards every finance pro needs by Friday (copy/paste prompts)

Every week I have around 7 one-on-one coaching calls with finance pros. And most of them are under the same pressure right now: do more, with less. They've been given initiatives like reduce headcount. And on top, when they ask for budget for a new AI tool, they often get denied. So the question I […]

Is ChatGPT better than Claude now?

​ OpenAI released this the same time we were teaching ChatGPT Earlier this month we were teaching our ChatGPT refresher to the AI Finance Club. One hour before the class started, OpenAI released three new models (Luna, Terra and Sol). An hour and a half later, ChatGPT released ‘ChatGPT Work’. And it’s the closest competitor […]