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, […]
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’ […]