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Tips & Insights on Finance & AI

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Top 6 AI moves every finance team should steal

Hey Reader, You don’t need a data scientist to start using AI in your finance workflow. Smart finance teams are already tapping into GenAI to automate tedious tasks, simplify data messes, and quickly uncover key insights. Today, I want to share 6 tactical tips you can start using right away. Imagine running cohort analyses in seconds instead of hours or surfacing critical KPIs without digging through endless dashboards. Ready to save hours each month? Let’s dive in. But before that, here's...

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Hey Reader, Closing the books used to be a nightmare. Every month, I wasted hours manually merging sales CSVs from different platforms. Copy, paste, repeat. Then it hit me: Why am I doing this when AI can do it for me? I started experimenting with AI automation, and within days, I cut hours off my close process. Now, I spend less time on manual work and more time on strategic tasks. In this newsletter, I am showing you how you can do the same. That’s exactly what I’ll be diving into in my...

Let me take you back to a meeting I had a few years ago. My team and I had spent hours pulling numbers, crafting slides, and rehearsing every word of our presentation for the executive team. When it was my turn to speak, I thought we were set—until the CEO asked, "Why not show today’s results instead of two-week-old data?” He was right. Our outdated data and slow closing process left us stuck, unable to say if the situation improved or deteriorated. Sound familiar, right? Fast forward to...

Hi Reader, Let me tell you a quick story. A few months ago, I was chatting with a CFO who felt stuck. Her team was buried in repetitive tasks, leaving no time for big-picture strategy. Every month, she’d race to finish board reports, knowing they didn’t go beyond the basics. Her CEO wanted deeper insights—trends, opportunities, risks—but she couldn’t keep up with the workload to deliver them. Then, she joined my AI Finance Club and discovered how to harness AI through my courses. Within...

Hi Reader, The email that starts with “The audit is coming” often sparks panic—but it doesn’t have to. Audits can be stressful, no matter how experienced your team is. The endless questions, document requests, and tight timelines can feel like a storm heading your way. Having been on both sides of the audit table—auditor and auditee—I’ve seen it all: the last-minute emails (often really late at night), the communication breakdowns (I know some people who got into serious fights!), and yes,...

Hi Reader, 2024 was a big year! From inspiring keynotes to launching exciting new projects and bringing more and more Finance Pros like you into using AI in Finance.Let’s dive into the highlights that shaped this unforgettable year. January The year started with a memorable moment—a keynote on AI for Finance at the headquarters of Ferrero (producer of Nutella, Ferrero Rochers and Kinder). The room was buzzing with anticipation as the Finance Team of Ferrero leaned in to hear how AI could...

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Hi Reader, Imagine your boss storms in your office and wants an analysis of your sales promotions within the next 30 minutes! Problem: you’ve never done this type of analysis before! But what if I told you that combining ChatGPT with Excel could help you make this analysis in 10 minutes and on top impress your boss? In this edition, I will show you how! Here is what we'll cover: Free invitation to a webinar on Forecasting with AI: A Real Use Case Watch my video on How you can use ChatGPT to...

Hi Reader, Are you still busy with the budget process? If like me, you had to spend more than half of the year on the budget process, you are probably frustrated by how long it takes and how many revisions you have to do. I was like you at the beginning of my career. But then, after a few years of practice, I found the formula which would allow me to build a budget with less time, less iteration while having a smaller team working for me! In this edition, I am sharing my formula with you,...

Hi Reader, When I first started my career in finance, I felt like I was standing at the edge of a maze.There were paths in every direction—Tax, FP&A, treasury, and accounting- and each one seemed equally confusing. I remember figuring out which route would get me to where I wanted to be, but I kept wondering, "How do I pick the right one?" I realized it's not about picking the perfect path right away, as there isn't one; it's about understanding each step, mastering the role you're in, and...

Hi Reader, In finance, there are countless theories, tools, and techniques. It can be overwhelming at times, especially when you're trying to zero in on what's truly essential. When I started my career, I felt that same sense of information overload, feeling like I had to master everything to be competent. But over time, I learned that some core concepts stand out - the kind of insights that make a real difference in decision-making and can transform a financial team's impact on their...