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He built a 141-feature finance app (without writing code) So Chris Jarski, a Fractional CFO, and one of our AI Finance Club instructors, showed me something really cool. He…
10-mins from Excel model to finished board deck It only took me 10 minutes to turn an Excel financial model into a formatted board presentation live during one of…
Shell rose from #7 to #2 in during the oil shock with this method 3 minutes. That's how long it took Peta-Gaye Hardy to build a three-scenario sensitivity model…
"I never saw a human document this that good." That was me, a few Wednesdays ago, in front of about 70 people on a live Claude in Excel masterclass.…
30% ChatGPT – 37% Claude Last week, I analyzed the data of the CFOs signing up to my AI Finance Club community. CFOs Signing up to the AI Finance Club…
Pareto figured this out in 1896. Most most finance pros ignore it. So, let me tell you this. Vilfredo Pareto worked out in 1896 that 80% of Italy’s land was…
The main skill I’m asked for has nothing to do with finance Do you want to know what one of the most common AI skill I’m asked for is? It’s…
Formula Helper vs. Financial Modeler If you’re using Copilot like this: type a question, get a formula, apply it, move to the next cell, repeat. That was fine in 2024.…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Uber spent its whole 2026 AI budget by April So for the last 12 months, the top question I got in masterclasses was "Which AI tool is best?”. But, in…
49 out of 50 CFOs missed this Two weeks ago, I ran a live exercise with 50 finance pros. I gave them all the same supermarket dataset and the same…
134 finance pros watched an AI agent refuse to make up a number Last Wednesday afternoon, 134 finance professionals sat on a Zoom call watching a Copilot agent get asked…
You waste 3 days gathering data and consolidating 37 Excel workbooks. And still end up in super awkward meetings where the data is out of date already – You lose…
Fear of a 35M fine is nothing next to FOBO. The Fear Of Becoming Obsolete. Of the 2,850 finance pros in my community. 75% started out using AI like a…
15 years’ CPA experience, and then this: "Demonstrated experience using generative AI tools." 5 years ago, that line wasn't on any job description. Today it's on the highest-paying ones. In…
But, 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 problem I see is numbers that look super…
Then one thing changes, and you're behind again. One of the CFOs in my AI Finance Club used to spend a full day every month just running the cash flow…
My friend Christian Martinez had a mess. Three Excel tabs. Billing transactions on one. GL accounts on another. Bank reconciliation on the third. Cross-referenced rows were incomplete and dates had…
Let me tell you something that you might not like. If your next board update on AI includes the phrase "the team is using it more," you are close to…
What if I told you you’re saying goodbye to 70 full working days of important data without realizing it? The average manager sits in 564 meetings per year. More than…
When's the last time someone told you "wow, great spreadsheet"? I'm serious. Think about it. You get all of your data, and then suddenly your colleague asks you to present…
The most common objection I hear from you when it comes to AI (I hear this all the time). When I posted about Excel Agent Mode a few months…
Every month, in my previous role, I was spending 3 days preparing the Business Operational Review presentation. You know this feeling. Three stressful and super frustrating days of pulling data…
Last week, I was running a live AI forecasting workshop with a room full of senior finance leaders. We'd just finished building revenue prediction models in Python. Seasonal adjustments, backtesting,…
So, your analyst is sending you the monthly variance commentary. It's well-written and insightful. It even identifies the key drivers perfectly. You're impressed. Until you check the numbers. Revenue variance?…
Your team is excited about AI and automation. They've attended the webinars, read the articles, and now they come to you with ideas: "Let's automate our monthly reporting!" "Can we…
How many annoying info requests from other departments did your team get last week? Questions that you have answered like 24 times already. The same questions, 2 or 3 times…
CFOs have been asking me this same question for 3 years. “How do I upskill my team on AI without creating chaos or security risks?” Over the last few years,…
Month-end is super stressful (some of you still haven’t closed and we are on day 12 already). Even if your process is simple, you’re probably still spending 8 or more…
If you feel you are falling behind with AI, this year is your chance to catch up. Your team just spent 3 days delivering perfect analysis. But they presented it…
You have 20+ meetings per week. Investor calls. Vendor pitches. Your CEO’s “quick sync” (which is never quick). Cold calls from people you’ve never heard of. When was the last…
It’s 4PM the day before your board meeting. But, you’ve been so busy this month that you’ve not even started your presentation yet. You’re dreading the time you are about…
Last month’s financial review started well. You walked the team carefully through the numbers. Revenue was up 8%, COGS variance was out by $127K, and operating expenses were above budget.…
The main reason finance pros work with me is because they do not want to feel like they are falling behind. This feels like a big problem, especially when you…
Forecasting is difficult, but making good decisions from your finance data is an even bigger challenge. Especially if you cannot afford an expensive FP&A tool (and even when you have…
Last month, I had a call with a CFO who was asking me which AI tool his team should use. ChatGPT? Copilot? Claude? Gemini? His finance team was all over…
People ask me all the time this: “Nicolas, how do we keep our data safe using AI?” And, you know what still shocks me, even now? Every week I see…
Tell me, do you spend a lot of time reviewing the work of your team, because you’re worried AI made it up? How many times have you asked yourself these…
It’s 4pm on the last Friday of the month. You need to finish the revenue forecast by the end of the day. The only thing missing is the contract terms…
Let me ask you something: How many hours did your team spend on last month’s forecast? If you’re like most of the finance teams I’ve coached, the answer is between…
If you still build models cell-by-cell, you’re wasting hours you’ll never get back. I thought this would take more years…but it’s already here Microsoft Excel’s new Agent Mode is here,…