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Tips & Insights on Finance & AI

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You’re wasting 70 days of strategic data (here’s how to get it back)

How to Become an AI CFO Don't miss next Tuesday's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code). If you feel you...

Sponsored by Zenskar Everyone's talking about Claude. But I don’t see anyone using it properly for Finance & Accounting right now. So, next Thursday I’m showing you: How to use ‘Skills’ to read complex PDF contracts (and auto-analyse) How to build a SaaS revenue forecasts in Excel (without writing a single formula) How to use Cowork to tidy messy invoices, match them, and flag the exceptions If you don’t want to fall behind with this incredible tool, join me to see live demos and real...

Sponsored by Zenskar Everyone's talking about Claude. But I don’t see anyone using it properly for Finance & Accounting right now. So, next Thursday I’m showing you: How to use ‘Skills’ to read complex PDF contracts (and auto-analyse) How to build a SaaS revenue forecasts in Excel (without writing a single formula) How to use Cowork to tidy messy invoices, match them, and flag the exceptions If you don’t want to fall behind with this incredible tool, join me to see live demos and real...

How to Become an AI CFO Don't miss next Tuesday's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code). If you feel you...

This is how AI is replacing entire BI dashboards (in 10 minutes)

How to become an AI CFO Don't miss next Tuesday's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that cleans your data - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into a single upload in 20 seconds (without knowing a single line of code). If you feel you...

Sponsored by Abacum If your analysis still runs on downloads, uploads, and copy-paste, I have a fix for you. Next Thursday, I'll show you three use cases you can act on straight away to improve your analysis: Build scenarios in minutes using AI-driven modelling (without a single formula) Connect your data securely to your own AI tool (to generate board decks in minutes) Clean up data headaches automatically (without touching Excel) If you're tired of spending your week on data prep instead of...

Sponsored by Abacum If your analysis still runs on downloads, uploads, and copy-paste, I have a fix for you. Next Thursday, I'll show you three use cases you can act on straight away to improve your analysis: Build scenarios in minutes using AI-driven modelling (without a single formula) Connect your data securely to your own AI tool (to generate board decks in minutes) Clean up data headaches automatically (without touching Excel) If you're tired of spending your week on data prep instead of...

Sponsored by Stacks If your month-end close still means late nights, manual reconciliations, and rewriting variance commentary - I have a special masterclass for you. You’ll see how to: Use AI to reconcile transactions automatically (no more line-by-line matching in Excel) Draft variance commentary in minutes instead of hours, using AI you already have access to Flag unusual journal entries in real time (before your auditors find them first) By the end, you'll have 3 practical AI workflows...

Sponsored by Stacks If your month-end close still means late nights, manual reconciliations, and rewriting variance commentary - I have a special masterclass for you. You’ll see how to: Use AI to reconcile transactions automatically (no more line-by-line matching in Excel) Draft variance commentary in minutes instead of hours, using AI you already have access to Flag unusual journal entries in real time (before your auditors find them first) By the end, you'll have 3 practical AI workflows...

Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO (and stay ahead). I will teach you: How to build a 3-scenario, 5-year financial model, before your colleagues have finished making their coffee. Excel’s best-kept secret: The special mode that builds 3-statement models from scratch - and fixes its own formula errors while you watch. How I combined 80 messy CSV files into one clean upload in 20 seconds (without knowing a single line of code). If...