“Should I be using ‘Edit with Copilot’ in Excel?” This was asked by Anna, a Finance Leader, in my community. It’s one of the many Microsoft features finance pros aren't using. Because they're worried about licenses or usage costs. So on Monday I will show you how to Master Microsoft Copilot in Excel, PowerPoint, and beyond with Ramp. In 60-Mins, you will learn how to: Get messy finance data analysis-ready Spot trends, variances, and outliers (without formulas or code) Turn analysis into board...
5 days ago • 7 min read
Your AI dashboard will fail without 2 things: Accurate data to de-risk decisions. And a good deck to win over your peers. Most of you are using Microsoft Copilot, but only 20% of its capability. So on Monday, I will show you how to Master Microsoft Copilot in Excel & PowerPoint. In 60-Mins, you will learn how to: Clean messy data: Get raw finance data analysis-ready Analyze finance data: Spot trends, variances, and outliers Create board-approved slide decks: Turn analysis into a branded...
8 days ago • 5 min read
AI Finance Club Free Masterclass - How to Become an AI CFO Join me next Tuesday to see 7 AI methods (plus my own personal lessons) finance pros in my community of 3,509 are using to; save 2 hours per day, win more fractional work, and land better jobs. Save Your Free Spot 6 Lessons from my own business Two weeks ago I did something I don't usually do. I got on a call with more than 80 people from my AI Finance Club, and before I even started sharing my screen, I told them: this is...
12 days ago • 5 min read
Watch me build AI agents for your chance to join the club OpenAI released ‘ChatGPT Work’ this month. Matching Claude. But 90% of finance pros are still not using the agentic capability of AI to get ahead in finance. To help you - this Thursday, I’m building 3 agents live with David (CEO at Expensify). We’ll be getting AI to match card statements, clean up messy receipts and e-mail chasers. All automatically. On top, I’m giving away a free annual membership to my AI Finance Club. So to learn...
15 days ago • 6 min read
3 AI Agents in 60-Minutes [Live Build Session] Elena from my community had a backlog number that didn't match. That normally meant an hour of VLOOKUPs in Excel. But she gave it to Claude instead. Ten minutes later the whole thing was reconciled line by line. To show you these methods, I'm running this live build session with Expensify. You'll see: The 3-minute way to turn a messy card file and a folder of receipts into clean, GL-coded expenses (no formulas). How to get AI to email everyone...
22 days ago • 2 min read
I built an AI CFO clone The last few days I have spent time figuring out how to get AI to analyze financials automatically. Plus, how to make it read and respond to emails. I want to show you what I’ve built on Tuesday in my free masterclass. It’s kind of exclusive as it’s super new and I want to make sure you don’t miss it. If you are a CFO, Fractional CFO or you are in a senior finance position, you will love it! I'm really excited to show it to you, so make sure to join me here. Learn how...
26 days ago • 5 min read
How to Become an AI CFO We’re over half way through 2026 already. So don't miss tomorrow's free Masterclass. Where I will show you how to become an AI CFO in the rest of 2026 - you will learn: How to reconcile a bank statement with 100s of lines against your invoices, and get 80% of the work done automatically (timing, currency, and amount differences all explained). How to combine messy, multi-tab credit card statements into one clean report - with spend-by-day and spend-by-quarter graphs...
29 days ago • 3 min read
How to build a financial model in Excel in minutes (with a built in audit trail) My community members who used to spend 2-3 hours on forecasts can now build them using Claude in Excel in minutes. CFOs ask me “where do I start with Claude” all the time. So to teach you, I’m hosting this free 60-min masterclass with Abacum. You’ll see: How to build a financial model in Excel in minutes (with a built in audit trail) How to build a dynamic forecast. With drivers and assumptions you can change...
about 1 month ago • 6 min read
Consolidate & Analyze Excel using Claude (2hrs -> 15 mins) CFOs ask me this all the time: “Where do I start with Claude”. You’re probably using it but don't know where to start using it in FP&A. My community members who used to spend 2-3 hours on forecasts can now build them Claude in minutes (with a live dashboard including drivers). To teach you to do the same, I’m hosting this free 60-min masterclass with Abacum. You’ll see: How to build a financial model in Excel in minutes (with a built...
about 1 month ago • 4 min read