This CFO went from 60 Hours to 20. Mark’s a CFO in my community. He went from working 60 hour weeks, to 20 using AI. And used the time he freed up to take on 5 new client projects and increase his income. So next Tuesday at 5PM CET, I'm running my free masterclass to show you can can do this (and more). I'll show you: How to build a full bank reconciliation with AI while you still make your Friday plans How to build a 5-year, 3-scenario forecast in Excel in under 10 minutes The one Copilot...
6 days ago • 7 min read
Get 520 of your hours back 520 hours is what a finance pro gets back in a year. But only once AI is doing the boring 20% of the job - Reconciliations that used to take full day. A cost dashboard that used to need a BI team. Your inbox and reports that would take a full morning to read. Tomorrow, I'm running my free masterclass to show you exactly how to get that time back. I'll show you: How to turn hundreds of PDF invoices into a finished bank reconciliation without opening a single one...
9 days ago • 4 min read
Build 3 finance agents with me live [in 60-mins] Next week I’m doing something I’ve never done outside of my community. I’m running this live build session - with Concourse - where we will give you the dummy data, and guide at the beginning of the session. With us you will build: AI Cash Dashboard Agent - That cleans data, and reconciles it against the bank. Then builds a rolling cash forecast with a live dashboard AI Collections Agent - That takes AR aging data, ranks every overdue account...
13 days ago • 7 min read
Build 3 AI Agents with me [dummy data + guide provided] Finance pros give me feedback that my workshops are the most practical on AI. Next week - with Concourse - I am taking this to the next level and inviting you, not just to learn, but to build with me, live! When you join us here, you will get some data, and a walkthrough guide, and together we will build: AI Cash Dashboard Agent - That cleans data, and reconciles it against the bank. Then builds a rolling cash forecast with a live...
16 days ago • 7 min read
How I use AI to automate bank recs in 3 steps I was 7 years an auditor before I became the AI finance guy. I have audited a lot of recs in my life. I know how painful this is (and the risk when it goes wrong). Right now, Claude documents recs better than humans. So, in this masterclass with Lensing - I will show you exactly how. You’ll learn how to use AI to automate bank recs in 3 steps (with mismatch list). How to create a 13-week cash forecast. Plus, how to create an on-brand CFO cash...
20 days ago • 6 min read
Last year, 1 in 4 CFO jobs required AI... Now it's 1 in 3. $300K to $600K finance roles have AI skills most finance pros still don't have - including knowledge like whether to use models like GPT-6 or not. I've trained 50,000+ finance pros. And the ones moving up aren't better at finance. They're the ones keeping ahead of AI. So to help you do this, join me tomorrow were I will show you: How to build a board-ready dashboard in 145 seconds (with a mode most don't know exists) How to generate...
30 days ago • 6 min read
I fed my own strategy into Claude, and it found 3 gaps before I did 15 years in finance taught me this. The most useful person is the one who asks the annoying question before the board does - Recently, I asked my digital twin in Claude to plan my day. And without me asking it found 3 things that contradicted (that I hadn't even noticed). So on 17th September, live with Ramp, I'm showing you how you can level up your decision making in Claude, plus: How to use Claude Cowork to carry out...
about 1 month ago • 5 min read
Claude now automatically completes painful finance tasks without me Claude has changed. And it can do much more than generate models. Right now, 3,654 finance pros in my community are learning how to use new Claude features to do boring work - so they can spend more time advancing their careers. I want to help you do the same - So on 17th September I'm running this masterclass with Ramp to show you. How to use Claude Cowork to carry out painful tasks (freeing your time for the good stuff) How...
about 1 month ago • 3 min read
"Can you send me the budget by Friday?" Every finance pro knows what lands in their inbox in September. I worked in finance since 15 years, first as an auditor at PwC, then as head of finance, so I know how your next three months look. Budget meetings, version 12 of the model, and slides you are still fixing at 11pm. So this Tuesday at 5PM CET I am running my free masterclass, to help you start September ahead instead of behind: Real finance use cases you can apply straight away, the ones...
about 1 month ago • 5 min read