39 pages on how to use agentic tools in finance
The last 4 editions of my newsletter have all been on bots and agents where we: Created reporting agents. Learn how important context is. Built skills for multiple finance workflows and turned them into plugins. Plus 5 things to keep your AI agents safe.
I've added all of them as frameworks to my Agentic Tools Guide. Which now includes updated tool capability for you, plus a breakdown of how to use each tool for 3 finance use cases.
Download the Free 39-Page PDF Guide Here [Instant download] 👉 The Agentic Tools Guide for AI in Finance – Nov 2026.pdf
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Inside you will find:
- How to scan 30 days of subsidiary emails and get a country-by-country summary from one prompt (with a reconciliation Excel built in)
- The 4-word prompt that produces consistent outputs without having to re-write your instructions every time.
- How to turn a multi-tab Excel file into a branded board deck in 3 short prompts (where every number stays intact)
- How to compare pipeline against forecast and draft a one-page Slack update (where nothing posts until you approve it)
- The one sentence that stops an agent from inventing numbers
- Why AI should never recalculate your gross margin formula (and the job where its judgment does belong)
- The 5 checks to run before an agent works alone (permissions included)
Download the Free 39-Page PDF Guide here 👉 The Agentic Tools Guide for AI in Finance – Nov 2026.pdf
44 pages on how to get a better ROI from AI in finance
If you missed it, I released a guide a few weeks ago as part of my ROI series. It includes:
- The ‘Sort, Flip, Build’ method for choosing which AI idea to start with, so the 5-minute wins start this week and the 6-month projects get a plan
- The Redeploy or Cut decision, which gives every hour you get back either a named job or a cost you stop paying, and the five cost blocks most business cases leave out
- The 5 smart switches that cut usage without cutting results
- A complete 90-day plan to take your AI project from idea to results you can present to leadership with confidence
- The Bonus ‘AI ROI Assistant’ Prompt you can use to shortcut the entire process of building your ROI statement
If you didn't manage to download it before, you can get it here 👉 Ultimate AI in Finance ROI Guide.pdf
Putting it all together [Live]
My guides are a great starting point, but they are no replacement for seeing me build with AI live.
So, right now, do 2 things:
- Download the guides here and here.
- Register for my live session with Agicap here to help you put it into practise.
I'll show how to build forecasts that update themselves from pipeline data, how to put your reporting on autopilot, plus how to use AI in both Excel and in Claude.
On top, come with your greatest AI problem. These sessions are the only free way to get your questions answered. So stay to get some time with me at the end.
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See you there,
Best,
Your AI Finance Expert
– Nicolas
P.S. If you're not sure where to start with AI Agents. Hit reply and let me know.
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