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 […]
Prompting 101: The best finance pros learnt this AI secret first
Question for you: How many times when you ask AI to analyze something, have you got the exact answer you wanted? Something you could show to the board, or use in a meeting without spending an hour fixing it first? For most finance teams, the answer is never. Meanwhile, you see teams at other companies […]
You don’t need an AI agent (you need this instead)
Can you tell the difference between Automation, an AI workflow, and an AI agent? If you can’t, you’re not alone. The AI world right now is a mess of super confusing terms. Every vendor claims their tool has AI included (even when it’s just bolted on to the tool and delivers no value). Plus, everything […]
How I created an ‘AI Digital Twin’ that saves me 100mins/week
Let me ask you this. How many times this week did you ask ChatGPT something, get back a response, and then straight away think: “This is way too generic. This is not relevant to me or my company at all.”? Or how about this? You spend 10 minutes writing the perfect prompt explaining your role, […]