This 1 question turns any AI chat into a reusable finance assistant
So, you have spent hours typing into ChatGPT, Gemini, Copilot or Claude. You’ve had a really long discussion, and at the end you finally get the output you wanted from the beginning. If you're still doing this every time you use AI, you’re going to go crazy! The pain of prompting from scratch every time […]
This Ex-Deloitte consultant’s 4-step AI method feels like cheating (now it’s yours)
I want to tell you about something that happened on a call I had recently with a finance leader. She was frustrated because every time she tried to use AI for variance analysis, the output was, in her words, "generic rubbish." So I asked her to show me what she was typing into ChatGPT. It […]
Why my 10-minute cash flow beats your 2-hour version (steal this)
If you're being honest, it takes at least one to two hours to build a 13 week cash flow model, no? And this assumes that you have no interruptions, no broken formulas, and no one sending you DMs on Teams or Slack asking "quick question?" I recently built a cash flow model with two products, […]
How I build finance models with AI in 5-mins (without manual Excel formulas)
I made a big mistake by ignoring Claude for too long. It’s now really good at finance use cases. (Plus, you can use it in Excel now too…) You’re probably still building models the hard way. Cell by cell. Formula by formula. Then spending another 30 minutes making it look good for your colleagues. It’s […]
The 10-second Excel formula tricks 90% of finance pros miss
You’re in Excel, and you need to extract the year and quarter from a date column. So now you are opening a new tab. Googling “Excel formula year quarter”, and clicking through Stack Overflow links. Finally, you find something that looks right, copy it, paste it into your cell Then you get an error. […]
Stop looking unprepared in 2026 (30-second trick inside)
It’s 12PM on Monday. It’s your first day back after New Year, and you’ve just about cleared your inbox. Then, your phone buzzes: “Just reminding you about that working capital analysis we discussed the end of last year. Can you send it over to me tonight?” Now you are panicking. What working capital analysis? You […]
75% of finance pros miss this insane ChatGPT feature
Here's something almost nobody knows about ChatGPT. There's a mode that most finance pros have never turned on. And it's the difference between getting a basic description of your file and getting a full consultant-level analysis you couldn't build yourself. When I show this in training sessions, people ask: "Wait, ChatGPT can do that?" It […]
How to impress your family at Xmas dinner with AI
So, you’re about to spend the holidays with your family. And at some point, someone’s going to ask what you’ve been up to. You could say “work’s busy” and watch them nod politely. Or… you could show them something that makes them say “wait, HOW did you do that?!” This is why today’s newsletter is […]
How to turn 50 finance PDFs into 1 searchable brain in 20 minutes
Last Monday, a head of tax told me she found a way to consolidate all the recent tax updates across multiple documents and websites (which would normally take hours). She then found a way to automatically create a podcast to listen to these updates! Not only was this a more digestible way for her to […]
Your AI financial analysis is wrong (how to fix it in 3-minutes)
Last month, I was training a big American Saas company. In this session, I showed 35 of their finance pros two AI analyses of the same cost center data. The first analysis completed really, fast. The second analysis was much slower. Both of them said “6% year-over-year OPEX growth.” So I asked: “Who knows this […]