This 1896 rule fixes ChatGPT’s worst finance habit (5-min method)
Pareto figured this out in 1896. Most most finance pros ignore it. So, let me tell you this. Vilfredo Pareto worked out in 1896 that 80% of Italy’s land was owned by 20% of the population. This same principle can be seen everywhere. 80% of your sales come from 20% of your customers. 80% of […]
The no.1 AI skill finance pros ask me for has nothing to do with finance
The main skill I’m asked for has nothing to do with finance Do you want to know what one of the most common AI skill I’m asked for is? It’s not “Can we use AI for our variance commentary?” It’s not “Can we use AI to clean up our messy data?” It’s not “Can we […]
How I create 5 year, 3-statement financial models in Excel (in 5 minutes)
Formula Helper vs. Financial Modeler If you’re using Copilot like this: type a question, get a formula, apply it, move to the next cell, repeat. That was fine in 2024. This is not fine in 2026. Microsoft have just rebuilt the Copilot experience in Excel and renamed Agent Mode to “Edit with Copilot” because ‘agentic’ […]
This CFO’s 7-step method handled 1,500 invoice lines without her (steal it)
Anna Tiomina is a Fractional CFO. She's smart, detail-oriented, and can solve hard financial puzzles. Last year, a client came to her with a BIG problem. "There's a dispute between the company and the client. The dispute covers 2 years of relationships. Multiple POs. Multiple invoices. The company is claiming they've been overcharged significantly. The […]
3 things Claude does better than ChatGPT (and whether you should switch)
Three months ago, I wrote a newsletter telling you to go ecosystem-first with your AI tools. Copilot if you are on Microsoft, Gemini if you are on Google. And then specialist tools (like ChatGPT or Claude) only for the 20% of advanced work. I still stand by that advice (which you can read here). But, […]
JPMorgan saved 360,000 hours with one AI tool – Here’s the method behind it:
I want to tell you about a session we ran recently in the AI Finance Club. We gave 60 finance professionals a dataset for a fictional company and set them a challenge. Build an AI-powered solution to reduce month-end – In one week – with whatever tool you want. What happened next was not what […]
I built a model in Excel and its slide deck at the same time
One of my most popular YouTube videos is "How to Use Claude to Build INSANE Financial Models." I explained how no human can build an Excel file with working formulas that fast and that pretty. But the model is only half the job. The other half is turning it into slides your team can read. […]
12 months of wrong forecasts, fixed with this 1 formula
So, you've spent the morning building your forecast. The trend line is clean, the growth rate looks sensible, and you're feeling pretty good about it. You show it to your colleagues, and within ten seconds they look at you and say: "But our Q4 numbers always spike at year end. Why haven't you taken […]
I saved $5,000 with this automation (you can build it in 20-mins)
So I want to ask you something. How many Excel files did you consolidate this month? I will tell you my story. Once I received a sales tax audit, and it forced me to redo my accounting on single line items. We are talking about thousands of lines spread over 80 CSV files. Cleaning them, […]
This one method will replace 3 hours of Excel forecasting (steal it)
Most finance pros I've spoken to in the last year have said some version of the same thing to me."I know I should be doing more with Python and forecasting models. But I don't even know where to begin." And then they go back to their Excel file and carry on. What I kept hearing […]