"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 Data that’s already out of date.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...
5 days ago • 4 min read
Your Monday report wrote itself this weekend You just opened your inbox, and it was done. I’ve 3,131 finance pros in my community. And one of them did exactly this. He saves 10+ hours a week, because his reporting now builds itself. You shouldn’t be doing any reactive work in 2026. So to help give you 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...
8 days ago • 6 min read
ChatGPT found a $30k mistake in my files My files were getting bigger. Worried one of them was wrong, I gave them to ChatGPT. 20-mins later it found a formula error that had overstated my numbers by $30k. I've trained 10,000+ finance pros - and a big worry is about hidden risks in their data. So to help you fix this, I’m running this free masterclass with Zenskar. You will see: How to reconcile revenue and spot every mis-match (before your auditors) How to turn a non-standard contract into an...
12 days ago • 5 min read
How to automate your finance & accounting with AI - 6 workflows in 60-mins I surveyed 1,630 members of my community. 32.5% said their biggest problem to solve was 'eliminate manual work, automate month-end close, and free up my time.' So, to help you do this, I'm running this free masterclass with Zenskar. You will see: How to create a variance commentary from actuals vs. budget (with a board ready report) How create a CFO close memo from raw close data (plus narrative) How to automate...
15 days ago • 3 min read
3 AI Agents to Escape Your Excel Prison (in 60-mins) AI is the new Excel. Over 20 years, every tool has claimed to kill Excel and failed. But now, AI is the only contender. I’ve trained 10,000+ finance pros, so I know how it feels when you can’t escape the 37 workbooks you have to re-build every month, just to keep up. So, to help you fix this with AI - I’m running this 60-min masterclass with Nominal where you’ll see. How to consolidate Excel files in minutes using an AI agent (without...
19 days ago • 5 min read
A 3-Hour Allocation Reduced to 15 Minutes Last month I spoke to Fred who used to waste 3 hours in Excel for a group of Doctors (he runs an accounting practise). But, now he just drops his reports into AI and scrubs the output for accuracy. It takes 15-mins. To help you do the same, I’m running this free masterclass with Nominal using Claude. You will see: How to consolidate Excel files from multiple business units in minutes (without touching a single formula) The Claude workflow that does...
22 days ago • 6 min read
Complex Model (Plus Deck) in 60 Mins with Claude There’re 3,141 finance pros in my community, and most of them start with no idea how to use Claude effectively in Excel and PowerPoint. But lots of them now build complex models that used to take 2-3 (plus the deck) in minutes. To teach you to do the same, I'm hosting this free 60-min masterclass with Ramp. You'll see: How to build a financial model from scratch in Excel using Claude, (with graph updates as assumptions change). The audit-tab...
26 days ago • 7 min read
Excel & PowerPoint will never be the same Building models manually or spending Sunday’s on slides. This is a waste of your time in 2026. I've trained 5,000+ finance pros, so I know it’s painful when you’re stuck doing things the old way when you know there’s a better way. So, to show you the new way, I'm running this live masterclass with Ramp. You'll see: How to build a financial model from scratch in Excel using Claude (with graphs that change with your data). The audit-tab method to catch...
29 days ago • 3 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. I've trained 5,000+ finance pros. And the ones moving up aren't better at finance. They’re the ones keeping ahead of AI. So. To help you become an AI CFO, join me on this free masterclass. 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 an accurate 5-year plan with 3 scenarios in...
about 1 month ago • 4 min read