profile

Tips & Insights on Finance & AI

Join 270,000+ Professionals and receive the best insights about Finance & AI. More than 1 million people follow me on social media. Join us today and get 5 goodies from me!

Featured Post

How one finance pro slashed 3 days to 1 hour

Hey Reader, 3 days → 2 hours.One of our AI Finance Club member used to burn three days every week tagging cryptic credit-card charges like “AMZN*3F8K.” But then she trained a Custom GPT on her chart of accounts and vendor quirks; now the same job takes two hours and she’s back to high‑value work. Sound familiar? It could be you—or the unlucky soul on your team. This Wednesday, 13 August, I’m going to show you similar use cases (register here).I’ll demonstrate exactly how finance teams are...

Live tomorrow: My AI secrets for CFOs revealed (2,300+ RSVPs)

Hi Reader, My live masterclass "How to Become an AI CFO" kicks off tomorrow! We'll dive straight into: Real-time demonstrations of AI tools in finance Proven strategies to automate your workflow and reclaim valuable time Simple frameworks to immediately leverage AI in your daily finance operations We’ve got over 2,300 CFOs and finance execs joining. When? Tuesday, July 29th | 11:00 AM ET / 5:00 PM CET Are you coming? 👉 Click here to register for free For these types of live events, big...

The smartest CFOs will be there (pls read)

Hi Reader, Most CFOs have tried ChatGPT. They’ve used it to communicate with their team and other executives. That’s it. They stop there. They think: “Cool tool. I’ll explore more when I have time.” Those are the traditional CFOs. Meanwhile, the AI CFOs are doing something different. 👉 Learn in 60 minutes what they're doing for free, live with me Already 1000+ CFOs have registered! They’re using AI to: Write board commentaries in 90 seconds Build 3-scenario models Auto-explain variances with...

Why 79% of CFOs plan to double down on AI in 2025

Hi Reader, If you are a CFO, I bet everybody is requesting more and more from you. But you struggle to find the time to cope with it. This is why AI is now the #1 strategy smart CFOs are using to respond to this problem. AI is no longer a “nice to have”; it has become the tool you need for doing more with less. According to Bain Capital Ventures' CFO Advisory Council (Feb 2025) 79% of CFOs plan to increase their AI budget this year 94% say AI will bring significant benefits to their finance...

My top 11 prompting techniques

Hi Reader, These techniques aren’t new for me. I’ve been teaching them in my classes for a while now, and they’ve become the core of how hundreds of finance pros are using AI to work faster, think deeper, and deliver insights that stand out. But I realized many of you reading this newsletter haven’t seen them all in one place. If you’re getting started with AI or is already using ChatGPT, Copilot, or Gemini...but your prompts feel hit-or-miss, this will fix that. But before I break it down,...

AI can now do your work

I heard this 100s of times in my AI training: “AI spits out Excel with hard-coded numbers. No formulas. No logic. How are we supposed to trust that?” They weren’t wrong. At first, everybody was impressed by AI generating an Excel file...But really quickly, they noted that there was no formula; all values were hard-coded.You couldn’t audit it. You couldn’t tweak it. You couldn’t use it. So what's the point of using AI to save time if you have to recheck all figures... That was until a month...

Become the AI CFO companies can’t replace

Hi Reader, The pressure on CFOs isn’t easing up. In fact, it’s increasing, and AI is now the #1 strategy smart CFOs are using to respond. AI is no longer a “nice to have”; it has become the CFO’s sharpest tool for doing more with less.It’s how today’s CFOs are staying ahead of rising costs, tighter margins, and relentless pressure. If you want to keep up and lead, now’s the time to lean in. 👉 Reserve your seat here for the free masterclass “How to Become an AI CFO”. According to PwC’s Pulse...

Two AI finance masterclasses you can't miss

Hi Reader, Big week ahead for anyone in finance who’s curious (or serious) about using AI to do more with less. Most “automations” in finance are just glorified data extraction. It pulls numbers off invoices... but doesn’t understand what they mean.You still clean vendor names, tweak GL codes, and cross-check CSVs like it’s 2009. That’s why next week I’m inviting you to two free live masterclasses.Here's why you need to be there: #1: AI: The Last Mile of Automation for AP 📅 June 24 (Tuesday)...

Nobody’s talking about this AI upgrade in SAP

Hi Reader, We’re living through one of the biggest shifts in enterprise software since the launch of Excel. AI isn’t just for early adopters anymore. It’s showing up in the tools you already use every day. And if you work in finance and your company runs on SAP, this next part should grab your attention. Because after years of waiting, SAP finally got its own AI assistant. And it’s actually good. Learn below what's new from SAP and where you can learn about it. 📢 Live Event: SAP Business...

How I cut my reporting time in half using AI

Hi Reader, You know I am obsessed with AI and everything. But even I was totally caught off guard by this powerful functionality... There is a new functionality in Gemini that I discovered recently and presented at my last conference. Nobody’s talking about this yet on YouTube or LinkedIn, so you’re getting it first. In today’s newsletter, I’ll walk you through exactly how this fresh Canvas feature works, why it’s a game-changer for commentaries and visual reports, and the simple steps to...