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 […]
Your 28 page PDF guide on agentic AI tools for Finance (ChatGPT, Claude & Copilot) + Build Session
The one guy everyone thought was a genius When I was at PwC, there was one guy everyone thought was a genius. Work that took the rest of us two days, he did in an hour, and he got promoted faster because of it. So one day I sat next to him. I watched […]
Microsoft just released 3 updates every finance pro needs to know
I told you Copilot for Powerpoint was bad.I’m taking it back So, I need to take something back. Last year, during a masterclass I said Copilot in PowerPoint is bad, and that you could not put its decks in front of a board. And a lot also faced this problem. If your company runs on […]
This 1 method turns messy inboxes into clean finance reports in 30-mins
The problem with moving files A few weeks ago one of our members Nikola (not me lol), asked the AI Finance Club community: “How do you automate pulling and storing PDF attachments from your emails?” Albert Lee, one of our coaches, gave a good answer. You start with an automation platform like Power Automate, […]
51 ways to improve month-end close using AI (#11 is the best)
50 month-end use cases within 48-hours At the beginning of the month, Valeria (a CFO in my AI Finance Club) asked the community: “What are your most used AI use cases, which can be put under the definition of “improving of month end closing activities”? Within 48 Hours, Christian Martinez (one of our AI Finance […]