How to build a month-end agent that tasks for you (5-steps)
“Review with the team” is not a task Last week Zsolt from my AI Finance Club posted a month-end close agent in…
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“Review with the team” is not a task Last week Zsolt from my AI Finance Club posted a month-end close agent in…
Read moreAn AI that Reads & Replies I get ~100 emails a day. AI Finance Club members with questions, brand partners, webinar replies,…
Read more4x faster than the human with Excel OpenAI just released GPT-6 Astra, and it’s scaring a lot of people. They gave the…
Read moreI don't usually talk about numbers. But I can't ignore this. 21,619 have received my Ultimate Claude Guide. More than 300,000 people…
Read more3 Different Ways to Build a 13-Week Cashflow Forecast A few weeks ago I gave you a warning about Fable 5. For…
Read moreExcel and I are the same age. Microsoft released the first version in 1985, the same year I was born. So we…
Read moreNovember 2022 With AI there was a time where I could not sleep and I stayed in front of my computer (and…
Read moreEvery week I have around 7 one-on-one coaching calls with finance pros. And most of them are under the same pressure right…
Read more OpenAI released this the same time we were teaching ChatGPT Earlier this month we were teaching our ChatGPT refresher to the…
Read more The one guy everyone thought was a genius When I was at PwC, there was one guy everyone thought was a…
Read moreI told you Copilot for Powerpoint was bad. I’m taking it back So, I need to take something back. Last year, during…
Read moreThe problem with moving files A few weeks ago one of our members Nikola (not me lol), asked the AI Finance Club…
Read more50 month-end use cases within 48-hours At the beginning of the month, Valeria (a CFO in my AI Finance Club) asked the…
Read moreI was on stage in Madrid when the room went silent I was giving an AI in Finance presentation to a group…
Read more1 day a week lost to "where's the file?" You’ve got six emails open. Your files are stuck in SharePoint folders you…
Read more He built a 141-feature finance app (without writing code) So Chris Jarski, a Fractional CFO, and one of our AI Finance…
Read more 10-mins from Excel model to finished board deck It only took me 10 minutes to turn an Excel financial model into…
Read more Shell rose from #7 to #2 in during the oil shock with this method 3 minutes. That's how long it took…
Read more "I never saw a human document this that good." That was me, a few Wednesdays ago, in front of about 70…
Read more30% ChatGPT - 37% Claude Last week, I analyzed the data of the CFOs signing up to my AI Finance Club community.…
Read morePareto figured this out in 1896. Most most finance pros ignore it. So, let me tell you this. Vilfredo Pareto worked out…
Read moreThe main skill I’m asked for has nothing to do with finance Do you want to know what one of the most…
Read moreFormula Helper vs. Financial Modeler If you’re using Copilot like this: type a question, get a formula, apply it, move to the…
Read moreAnna Tiomina is a Fractional CFO. She's smart, detail-oriented, and can solve hard financial puzzles. Last year, a client came to her…
Read moreThree months ago, I wrote a newsletter telling you to go ecosystem-first with your AI tools. Copilot if you are on Microsoft,…
Read moreI want to tell you about a session we ran recently in the AI Finance Club. We gave 60 finance professionals a…
Read moreOne of my most popular YouTube videos is "How to Use Claude to Build INSANE Financial Models." I explained how no human…
Read moreSo, you've spent the morning building your forecast. The trend line is clean, the growth rate looks sensible, and you're feeling pretty…
Read moreSo I want to ask you something. How many Excel files did you consolidate this month? I will tell you my story.…
Read moreMost finance pros I've spoken to in the last year have said some version of the same thing to me. "I…
Read moreSo, you have spent hours typing into ChatGPT, Gemini, Copilot or Claude. You’ve had a really long discussion, and at the end…
Read moreI want to tell you about something that happened on a call I had recently with a finance leader. She was frustrated…
Read moreIf you're being honest, it takes at least one to two hours to build a 13 week cash flow model, no? And…
Read moreI made a big mistake by ignoring Claude for too long. It's now really good at finance use cases. (Plus, you can…
Read moreYou’re in Excel, and you need to extract the year and quarter from a date column. So now you are opening a…
Read moreIt’s 12PM on Monday. It’s your first day back after New Year, and you’ve just about cleared your inbox. Then, your phone…
Read moreThe recipe this CFO runs his practice on The shop, prep, cook method for producing better quality AI results "For me, an…
Read more“I almost cried it worked so well” Mark’s a CPA. The above is what he said in one of our workshops: He…
Read moreThe boarding gate Imagine you are standing at the gate. Boarding your flight in 20 minutes. Your marketing manager is next to…
Read moreThe singular best class Imagine you open your laptop on a Tuesday morning and most of the boring work is already done.…
Read more 5 levels of AI David is super passionate about AI, and has been leading all of their product development for Expensify’s…
Read more“Very powerful…but I’m worried about it” So, a few weeks ago, on our monthly office hours Zoom, one of our members said…
Read more6 Lessons from my own business Two weeks ago I did something I don't usually do. I got on a call with…
Read more85% reduced costs, 95% quality I built the same financial model three times in one session. Once using Claude Fable 5, once…
Read moreThe First 5-Minutes A few weeks ago, I saw a team use AI for a reconciliation. But the problem was that they…
Read moreWhat, Why, So, Now? Today I’m going to show you how the CFOs in my community use AI to find outliers /…
Read moreLast week I recorded a demo with super messy data on purpose. It included different countries submitting their P&Ls every month. With…
Read more4 countries, 1 retiring Controller, and no plan Ian’s one of the CFOs in my community of 3,295 finance pros. He manages…
Read moreA Big Mac is fried for 37 seconds A 16-year-old starting at McDonalds has never fried a burger before. But the burger…
Read moreClosing 13 hotels by hand. Every month. For 3 years. Last week I was on a call with a finance leader who…
Read moreUber spent its whole 2026 AI budget by April So for the last 12 months, the top question I got in masterclasses…
Read more49 out of 50 CFOs missed this Two weeks ago, I ran a live exercise with 50 finance pros. I gave them…
Read more134 finance pros watched an AI agent refuse to make up a number Last Wednesday afternoon, 134 finance professionals sat on a…
Read moreYou waste 3 days gathering data and consolidating 37 Excel workbooks. And still end up in super awkward meetings where the data…
Read moreFear of a 35M fine is nothing next to FOBO. The Fear Of Becoming Obsolete. Of the 2,850 finance pros in my…
Read more15 years’ CPA experience, and then this: "Demonstrated experience using generative AI tools." 5 years ago, that line wasn't on any job…
Read moreBut, in 18-months, Excel reporting won’t impress anyone, it will date you. There're 2,693 finance pros in my community. And a big…
Read moreThen one thing changes, and you're behind again. One of the CFOs in my AI Finance Club used to spend a full…
Read moreMy friend Christian Martinez had a mess. Three Excel tabs. Billing transactions on one. GL accounts on another. Bank reconciliation on the…
Read moreLet me tell you something that you might not like. If your next board update on AI includes the phrase "the team…
Read moreWhat if I told you you’re saying goodbye to 70 full working days of important data without realizing it? The average manager…
Read moreWhen's the last time someone told you "wow, great spreadsheet"? I'm serious. Think about it. You get all of your data, and…
Read moreThe most common objection I hear from you when it comes to AI (I hear this all the time). When I…
Read moreEvery month, in my previous role, I was spending 3 days preparing the Business Operational Review presentation. You know this feeling. Three…
Read moreLast week, I was running a live AI forecasting workshop with a room full of senior finance leaders. We'd just finished building…
Read moreSo, your analyst is sending you the monthly variance commentary. It's well-written and insightful. It even identifies the key drivers perfectly. You're…
Read moreYour team is excited about AI and automation. They've attended the webinars, read the articles, and now they come to you with…
Read moreHow many annoying info requests from other departments did your team get last week? Questions that you have answered like 24 times…
Read moreCFOs have been asking me this same question for 3 years. "How do I upskill my team on AI without creating chaos…
Read moreMonth-end is super stressful (some of you still haven’t closed and we are on day 12 already). Even if your process is…
Read moreIf you feel you are falling behind with AI, this year is your chance to catch up. Your team just spent 3…
Read moreYou have 20+ meetings per week. Investor calls. Vendor pitches. Your CEO's "quick sync" (which is never quick). Cold calls from people…
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