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, […]
Stop spending 3 hours creating finance visuals (use this 10 min AI trick instead)
So, you’ve finally got your models built, and your numbers are accurate. But now you are dreading the 3 hours you are about to spend in PowerPoint, trying to make a waterfall chart that doesn’t look like a tax form. And the crazy thing? By the time you’ve finished the visuals, the conversation has changed […]
AI did my 2-hour Excel task in 5 minutes
Are you right now busy with your budget 2026? What about if I can find you 2 hours more in your day? Check the use case below with all the steps and you will learn how use AI to make my 2 hour Excel work in just 5 minutes. If you prefer to watch the […]
We spent 3 hours arguing about hiring 4 or 6 people (and completely missed this)
Let me tell you about the worst headcount planning meeting I ever sat through. It was 3 hours long. We had 14 people in the room. And we spent the entire time arguing about whether the sales team needed 4 new Account Executives or 6. Sales said they needed 6 based on pipeline growth. Finance […]
How I create presentations with AI

It’s late Friday afternoon, and your boss just informed you that the quarterly sales review, originally scheduled for next month, has been moved to Monday morning.
You need to present the team’s performance, new client acquisitions, and forecast for the next quarter.
The sales data is spread across multiple spreadsheets, and the marketing team hasn’t finalized their contributions for the new product launch section of the presentation.
