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 […]
AI in Excel now does the same as a $170k finance analyst (4-levels to master)
I was on stage in Madrid when the room went silent I was giving an AI in Finance presentation to a group of finance pros. I opened one Excel file. I asked Copilot (that's Microsoft's AI, built into Excel) to build a financial model from it. Then I asked it to turn that file into […]
Recover 20% of your week with this email to month-end report workflow
1 day a week lost to "where's the file?" You’ve got six emails open. Your files are stuck in SharePoint folders you can never find. And you haven't written a single line of commentary yet. And what’s crazy is, you know what the report needs to say. You could write it in 45 minutes if […]
5 Claude tools that will make your finance team think you’ve hired an assistant:
He built a 141-feature finance app (without writing code) So Chris Jarski, a Fractional CFO, and one of our AI Finance Club instructors, showed me something really cool. He built a piece of software for a client, with 141 features, without being a developer. He did it with Claude Code: he recorded what the […]
How to use Claude in Outlook, Word, Excel and PowerPoint (at the same time)
10-mins from Excel model to finished board deck It only took me 10 minutes to turn an Excel financial model into a formatted board presentation live during one of my recent masterclasses, with no copy-paste and no reformatting. And it’s not just me. Mike, a CFO in my community, said he now builds complex […]
This 1 ChatGPT-in-Excel prompt turns any file into a 3-scenario model (in 3-mins)
Shell rose from #7 to #2 in during the oil shock with this method 3 minutes. That's how long it took Peta-Gaye Hardy to build a three-scenario sensitivity model (bull, bear and base) inside Excel during a live masterclass last week. This is the same exercise that took Shell's planning team months in 1971, […]
7 years of audit at PwC, and I never saw 1 human do what Claude just did
"I never saw a human document this that good." That was me, a few Wednesdays ago, in front of about 70 people on a live Claude in Excel masterclass. I'd just dropped 100 invoices and a bank statement into Claude Cowork, started the reconciliation Skill, and let it run while I answered chat questions. […]
ChatGPT just lost to Claude across 1,514 CFOs (+31 Claude resources)
30% ChatGPT – 37% Claude Last week, I analyzed the data of the CFOs signing up to my AI Finance Club community. CFOs Signing up to the AI Finance Club are Moving from ChatGPT (30%) to Claude (37%) as of April 2026. As of April 2026. More CFOs are now using Claude than ChatGPT. So, […]