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...
8 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...
15 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...
19 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...
22 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...
26 days 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...
29 days ago • 4 min read
Financial forecast (plus drivers) in 60 mins with Claude You're probably using Claude, but don't know where to start using it in FP&A - CFOs ask me this all the time. But, in 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 in audit trail) How...
about 1 month ago • 4 min read
3-4 Days Lost to Data Early in my career I lost 3 to 4 days every single month. Exporting data from SAP. Then rebuilding the same cost-centre reports in Excel. I've trained 10,000+ finance pros since, and this is still a big pain I hear. Re-formatting data, writing commentary at 9pm. With a close close that owns your calendar. So on Thursday running this masterclass with Quentin at Spendesk, to show you: How to ask a finance question and get an audit-ready report back in seconds How to...
about 1 month ago • 2 min read
"Can you send me the Q2 budget vs actual?" By the time you reply, someone's already missed a key decision. 3.7M+ finance pros follow me, and so many of them are fed up of re-formatting data. Data that’s already out of date. But you shouldn’t be wasting half your week on reactive work. So to help you get an unfair advantage, I’m running this masterclass with Spendesk. You will see how to: Turn plain questions into audit-ready reports in seconds (without re-formatting) Schedule reports to your...
about 1 month ago • 4 min read