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 […]
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, […]