Build 3 finance agents with me live [in 60-mins] Next week I’m doing something I’ve never done outside of my community. I’m running this live build session - with Concourse - where we will give you the dummy data, and guide at the beginning of the session. With us you will build: AI Cash Dashboard Agent - That cleans data, and reconciles it against the bank. Then builds a rolling cash forecast with a live dashboard AI Collections Agent - That takes AR aging data, ranks every overdue account...
13 days ago • 7 min read
Build 3 AI Agents with me [dummy data + guide provided] Finance pros give me feedback that my workshops are the most practical on AI. Next week - with Concourse - I am taking this to the next level and inviting you, not just to learn, but to build with me, live! When you join us here, you will get some data, and a walkthrough guide, and together we will build: AI Cash Dashboard Agent - That cleans data, and reconciles it against the bank. Then builds a rolling cash forecast with a live...
16 days ago • 7 min read
How I use AI to automate bank recs in 3 steps I was 7 years an auditor before I became the AI finance guy. I have audited a lot of recs in my life. I know how painful this is (and the risk when it goes wrong). Right now, Claude documents recs better than humans. So, in this masterclass with Lensing - I will show you exactly how. You’ll learn how to use AI to automate bank recs in 3 steps (with mismatch list). How to create a 13-week cash forecast. Plus, how to create an on-brand CFO cash...
20 days ago • 6 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 - including knowledge like whether to use models like GPT-6 or not. I've trained 50,000+ finance pros. And the ones moving up aren't better at finance. They're the ones keeping ahead of AI. So to help you do this, join me tomorrow were 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...
30 days ago • 6 min read
I fed my own strategy into Claude, and it found 3 gaps before I did 15 years in finance taught me this. The most useful person is the one who asks the annoying question before the board does - Recently, I asked my digital twin in Claude to plan my day. And without me asking it found 3 things that contradicted (that I hadn't even noticed). So on 17th September, live with Ramp, I'm showing you how you can level up your decision making in Claude, plus: How to use Claude Cowork to carry out...
about 1 month ago • 5 min read
Claude now automatically completes painful finance tasks without me Claude has changed. And it can do much more than generate models. Right now, 3,654 finance pros in my community are learning how to use new Claude features to do boring work - so they can spend more time advancing their careers. I want to help you do the same - So on 17th September I'm running this masterclass with Ramp to show you. How to use Claude Cowork to carry out painful tasks (freeing your time for the good stuff) How...
about 1 month ago • 3 min read
"Can you send me the budget by Friday?" Every finance pro knows what lands in their inbox in September. I worked in finance since 15 years, first as an auditor at PwC, then as head of finance, so I know how your next three months look. Budget meetings, version 12 of the model, and slides you are still fixing at 11pm. So this Tuesday at 5PM CET I am running my free masterclass, to help you start September ahead instead of behind: Real finance use cases you can apply straight away, the ones...
about 1 month ago • 5 min read
The skills you need for a $400k finance role: 15 years’ CPA experience, and then this: "Demonstrated experience using generative AI tools." 5 years ago, that line wasn't on any job description. Today it's on the highest-paying ones. In 2 years it'll be on all of them. So, to make sure you don’t fall behind in your career, join me for this free 60-min masterclass. I'll show you: How to build a 5-year, 3-scenario model in minutes (and use it in a board meeting as a live tool) How to...
about 1 month ago • 7 min read
Now I just ask ‘how’s my day?’ Last week I spoke to David. He’s the CFO of a Northern California warehousing company. And he joined my AI Finance Club because he needed a roadmap. In the call, I gave him my quickest win to start - An AI Clone of myself and my tasks. I just say 'how is my day' and it pulls files, reads my emails, and builds a cockpit. I have at the top my three actions. Key figures compared to last year and last month... the top customer, the mix, the AR aging, all of this -...
about 2 months ago • 4 min read