100 Tips for AI in Finance

100 Tips for AI in Finance HANDBOOK

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    Get my 100 Tips for AI in Finance handbook - a practical playbook built for real finance work (FP&A, accounting, CFO), with tips you can apply today.

    What you’ll get inside?

    You’ll find my top 100 practical tips (no theory, no fluff) organized in 5 levels, so you can jump straight to what you need:

    • Level 1 – Foundations: how AI really behaves, how to handle confidential data, and how to avoid “black box” outputs
    • Level 2 – Data & Numbers: analysis workflows, modeling, dashboards, and automation (Excel, Power Query, scripts, Colab)
    • Level 3 – Prompting Mastery: proven techniques to force clearer reasoning, better structure, and more reliable outputs
    • Level 4 – Custom AI: how to build GPTs/agents/gems that think like finance — consistent, auditable, governable
    • Level 5 – AI CFO: how to scale AI across the finance function with roadmaps, governance, KPIs, and adoption

    Enjoy!
    Nicolas

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