Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that builds 3-statement models from scratch - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into one clean upload in 20 seconds (without knowing a single line of code). If...
4 days ago • 7 min read
How to Become an AI CFO Don't miss next week's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that builds 3-statement models from scratch - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into one clean upload in 20 seconds (without knowing a single line of...
8 days ago • 6 min read
Sponsored by Ramp If you're tired of wasting time on manual work when AI can do it for you - Join me on Thursday and see how you can: Build AI agents that do recurring work for you automatically using GPTs, Gems, and Copilot Agents. Create workflows that reduce manual steps and speed up your month-end close. Identify the highest-ROI use cases to build first, based on what's working in real finance teams. You'll watch me build these live so you can follow along and replicate them yourself. So,...
11 days ago • 5 min read
Sponsored by Ramp If you're tired of wasting time on manual work when AI can do it for you - Join me on Thursday and see how you can: Build AI agents that do recurring work for automatically using GPTs, Gems, and Copilot Agents. Create workflows that reduce manual steps and speed up your month-end close. Identify the highest-ROI use cases to build first, based on what's working in real finance teams. You'll watch me build these live so you can follow along and replicate them yourself. So, if...
15 days ago • 4 min read
Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO in 2026. I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that builds 3-statement models from scratch - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into one clean upload in 20 seconds (without knowing a single line of code). If you feel...
18 days ago • 5 min read
Yesterday I was giving my GenAI crash course in the AI Finance Club. The last section of the live course is on creating AI assistants to automate recurring tasks like extracting insights from meetings automatically. 90% of the finance pros I train still do not do this. It blows me away that they don’t even know a simple function in ChatGPT, Copilot, Gemini or Claude does it (and chances are that you don’t know it either). If you use Teams, Zoom or Google Meet, it's likely you'll have a...
22 days ago • 1 min read
Sponsored by Concourse If your month-end still feels like a recurring crisis, I've found something to help you escape this painful cycle. In this Thursday's free 60-min Masterclass, I'll show you: How to go from GL export to a full management report with commentary (in under 10 minutes) How to build a variance dashboard to impress your team (without touching Excel or writing a single formula) How to connect AI directly to your data (so you never export a CSV again) Spaces are limited, so if...
25 days ago • 5 min read
Sponsored by Concourse If your month-end still feels like a recurring crisis, I've found something to help you escape this painful cycle. In next Thursday's free 60-min Masterclass, I'll show you: How to go from GL export to a full management report with commentary (in under 10 minutes) How to build a variance dashboard to impress your team (without touching Excel or writing a single formula) How to connect AI directly to your data (so you never export a CSV again) Spaces are limited, so if...
29 days ago • 7 min read
Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO in 2026. I will teach you: How to automate reporting, forecasting & analysis (without writing code). How to cut days of manual work down to minutes. How to adopt AI securely with confidence. Plus, how to keep on top of the rapid developments in AI. If you feel you are falling behind with AI, this year is your chance to catch up. Register for the FREE Masterclass here I made a big mistake by...
about 1 month ago • 5 min read