Sponsored by Maxio I get sent 100s of AI tools, and most of them focus on analysis, not on action. But, Maxio, a billing and financial reporting solution, is helping finance leaders use AI - not just to analyse what’s happened - but to tell them how to produce better (more accurate) results. Click the link below, and keep scrolling to see the use cases. The ones on revenue recognition, churn and board reporting are really cool. Click Here to See the AI Use Cases Hello Reader, It's 4pm on the...
7 days ago • 11 min read
Hi Reader, If you’ve already registered, amazing, I can’t wait to show you what I've prepared for this historic event. If not, let me ask you this: What’s one hour of your time worth… …if it shows you how to automate your reports, build a financial model, create a financial analysis or cohort analysis, clean your data, and save dozens of hours over the next month? That is $1000+ already saved for just one hour, and if you know that, then you don't need to think further... Get your free ticket...
8 days ago • 2 min read
Hi Reader, 2020: 70% of the CFOs were conservative on AI 2023: it decreased to 34% 2025: …. only 4%!!! If you feel you are part of the 96% who believe in AI but don’t know where to start, I am organizing the biggest free 1h bootcamp on AI. The end of the year is approaching; now is the time to finally learn how to use AI. Register now for my free AI bootcamp to learn how Because of all the changes that have happened and are currently happening, there are even more reasons to join me on 28th...
10 days ago • 3 min read
Sponsored by SAP Quickly, before we start… For me, in my career, knowing how to use SAP was always a big advantage. And learning how finance teams in other industries are using these tools will put you ahead. So you don’t miss out on expert insights you can steal and use for yourself. Join SAP’s finance webinar series by clicking the button below: Reserve Your FREE Spot Here Hello Reader, Let me ask you something: How many hours did your team spend on last month's forecast? If you're like...
14 days ago • 10 min read
Hi Reader, If you still build models cell-by-cell, you’re wasting hours you’ll never get back. I thought this would take more years…but it’s already here Microsoft Excel’s new Agent Mode is here, and it acts like a smart “Excel expert” living inside your workbook. Agent Mode lets you delegate multi-step Excel tasks to AI and can deliver your financial model in minutes. Before showing you how to use it for finance......I want to announce the launch of my second free newsletter for all of my...
17 days ago • 5 min read
Hi Reader, I used to avoid scripts. VBA scared me.Maybe you're the same—great at Excel, but allergic to code. But now AI flipped that for me. It builds tiny automations and explains them clearly. I need to share that with you because it has given me so much joy in automating boring task and having them now run themselves. And here’s the point: you don’t need to “learn to code” to get them. You can let AI draft the script, explain it in plain language, and help you tweak it until it works....
24 days ago • 3 min read
Hi Reader, When my boss asked me to create a 5-year scenario plan in Excel, I used to open a blank workbook, stare at it, and tell myself, “This financial model should only take me an hour.” 6 hours later (often late in the evening), I was still wiring tabs and chasing circular refs. But now this can be done in 10 minutes with AI. Today I am going to show you my playbook to build a 5-year strategic plan with three scenarios in less than 10 minutes (+ a way to show it to your boss in a visual...
about 1 month ago • 5 min read
Hi Reader, 5 years ago, I remember being really frustrated by how long it took my accountant to generate an overview of our overdues by age bucket. It took her more than half a day to generate something that I thought will take her 30 minutes to do in Excel... But I couldn't really blame her... nobody had told her how to do it in Excel, and she had never taken aby Excel courses. Fast forward to today: you know what I would do if I were in the same situation? I would show her how to do it in...
about 1 month ago • 4 min read
Hi Reader, We’re 7 days away. But why should you care? Because what I am about to show on 26th of September is the same AI techniques companies are paying me thousands of dollar to train their finance teams.. and you're getting them for free! Reserve your free seat now before we hit our capacity Everyone who joins will already be ahead of those who are only interested in AI for finance and don't take any action. What you’ll watch me do live Turn numbers into a board-ready narrative in minutes...
about 1 month ago • 1 min read