Hi Reader, Every month, I hear the same thing from CFOs: it’s not the complexity of the job that drains them... it’s the volume of manual work. You probably are one of them if you still spend hours combining spreadsheets and drafting commentary.But others have moved that work to AI and now spend their time testing scenarios, preparing a strategy, and coaching their teams. Want a simple way to start? I have prepared 3 practical use cases for you in today's newsletter. Before diving into...
10 days ago • 5 min read
Hi Reader, Last month, OpenAI dropped GPT-5.And as usual, the internet was flooded with hype. But if you’re a Finance leader, you don’t need hype. You need clarity on: What’s actually new? Where does it fit into Finance workflows? And how do you train your team without wasting months experimenting? That’s why I went through the full GPT-5 release notes and tested it myself.Here’s the CFO-ready breakdown. But before we dive deep into GPT-5, here's something important... Free Masterclass: Use...
17 days ago • 4 min read
Hi Reader, CFOs keep asking me:“How do we skill the team on AI without chaos or risks?” My answer: Pick one secure tool fitting your current environment Teach real use cases you can repeat Create an environment and platform where people learn from each other Why this works: We avoid “shadow IT” by selecting one approved AI inside their existing security perimeter (mostly Microsoft 365 or Google Workspace). Then we run a 30-day enablement: adapted use cases, hands-on prompts, custom finance...
24 days ago • 5 min read
Hi Reader, Tried Copilot in Excel and felt that it isn't quite good enough for you?It was not only you who felt this way. But it just got much better, so I recorded a new video showing you exactly what it can do for finance teams right now. 📺 Watch my “5 insane Copilot in Excel use cases” here This isn’t “basic formulas.”It’s the kind of stuff that saves hours every single week: How to instantly generate insights and dashboards from raw data Conditional formatting with formulas—done in...
about 1 month ago • 1 min read
Hey Reader, 3 days → 2 hours.One of our AI Finance Club member used to burn three days every week tagging cryptic credit-card charges like “AMZN*3F8K.” But then she trained a Custom GPT on her chart of accounts and vendor quirks; now the same job takes two hours and she’s back to high‑value work. Sound familiar? It could be you—or the unlucky soul on your team. This Wednesday, 13 August, I’m going to show you similar use cases (register here).I’ll demonstrate exactly how finance teams are...
about 1 month ago • 2 min read
Hi Reader, My live masterclass "How to Become an AI CFO" kicks off tomorrow! We'll dive straight into: Real-time demonstrations of AI tools in finance Proven strategies to automate your workflow and reclaim valuable time Simple frameworks to immediately leverage AI in your daily finance operations We’ve got over 2,300 CFOs and finance execs joining. When? Tuesday, July 29th | 11:00 AM ET / 5:00 PM CET Are you coming? 👉 Click here to register for free For these types of live events, big...
about 2 months ago • 1 min read
Hi Reader, Most CFOs have tried ChatGPT. They’ve used it to communicate with their team and other executives. That’s it. They stop there. They think: “Cool tool. I’ll explore more when I have time.” Those are the traditional CFOs. Meanwhile, the AI CFOs are doing something different. 👉 Learn in 60 minutes what they're doing for free, live with me Already 1000+ CFOs have registered! They’re using AI to: Write board commentaries in 90 seconds Build 3-scenario models Auto-explain variances with...
about 2 months ago • 1 min read
Hi Reader, If you are a CFO, I bet everybody is requesting more and more from you. But you struggle to find the time to cope with it. This is why AI is now the #1 strategy smart CFOs are using to respond to this problem. AI is no longer a “nice to have”; it has become the tool you need for doing more with less. According to Bain Capital Ventures' CFO Advisory Council (Feb 2025) 79% of CFOs plan to increase their AI budget this year 94% say AI will bring significant benefits to their finance...
about 2 months ago • 2 min read
Hi Reader, These techniques aren’t new for me. I’ve been teaching them in my classes for a while now, and they’ve become the core of how hundreds of finance pros are using AI to work faster, think deeper, and deliver insights that stand out. But I realized many of you reading this newsletter haven’t seen them all in one place. If you’re getting started with AI or is already using ChatGPT, Copilot, or Gemini...but your prompts feel hit-or-miss, this will fix that. But before I break it down,...
2 months ago • 5 min read