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Tips & Insights on Finance & AI

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How I build finance models with AI in 5-mins (without manual Excel formulas)
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How I build finance models with AI in 5-mins (without manual Excel formulas)

Become an AI CFO Don't miss tomorrow's free Masterclass that will show you how to become an AI CFO in 2026. I will teach you: How to automate reporting, forecasting & analysis (without writing code). How to cut days of manual work down to minutes. How to adopt AI securely with confidence. Plus, how to keep on top of the rapid developments in AI. If you feel you are falling behind with AI, this year is your chance to catch up. Register for the FREE Masterclass here I made a big mistake by...

Stop being a finance request ‘help desk’ (free yourself in 5-steps)

Sponsored by NetSuite If you’re a finance pro tired of wasting time on data, when you want to do more analysis - Join me in just a few hours. Today, I am running a masterclass where I will show you how to: Create financial models in minutes that would otherwise take hours (or days) Use AI to automate routine financial analysis and win back your time Turn data into strategic insights using AI prompts Plus if you join, you will get a free 37 page AI handbook, with prompts, use cases, and...

The 10-second Excel formula tricks 90% of finance pros miss

Sponsored by NetSuite If you’re a finance pro tired of wasting time on data, when you want to do more analysis. This Thursday, I have something special for you. A free masterclass where I will show you how to: Create financial models in minutes that would otherwise take hours (or days). Use AI to automate routine financial analysis and win back your time. Turn data into strategic insights using AI prompts Plus if you join, you will get a free AI handbook at the end, with prompts, use cases,...

30 days to a finance team your competitors will envy (full guide inside)

Sponsored by NetSuite If you’re a finance pro that's tired of cleaning data, who wants more time to become a better business partner. Next week I have something special for you. A free masterclass where I will show you how to: Turn data into strategic insights using AI prompts. Create financial models in minutes (instead of hours) Use AI to automate financial analysis and win back your time. Plus if you join, you will get a free AI in Finance Handbook at the end, with prompts, use cases, and...

1 Bad AI Habit = 8 hrs/month (fix inside)

How you can become an AI CFO Don't miss my first AI CFO Masterclass of 2026 (this Tuesday!) I will teach you: How to automate reporting, forecasting & analysis (without writing code). How to cut days of manual work down to minutes. How to adopt AI securely with confidence. Plus, how to keep on top of the rapid developments in AI. If you feel you are falling behind with AI, this year is your chance to catch up. Register for the FREE Masterclass here Month-end is super stressful (some of you...

What your present gets ignored - 3 words to fix it

How you can become an AI CFO Next week I am hosting my first AI CFO Masterclass of 2026. I will teach you: - How to automate reporting, forecasting & analysis (without writing code) - How to cut days of manual work down to minutes - How to adopt AI securely with confidence If you feel you are falling behind with AI, this year is your chance to catch up. Reserve Your FREE Masterclass Seat Here Your team just spent 3 days delivering perfect analysis. But they presented it to your colleagues,...

Stop looking uprepared in 2026

Sponsored by Ramp Join me for our first free masterclass of the year, and give yourself an edge this New Year. In our “AI 2026 Kickoff: 5 High-Impact Use Cases for Finance” event, you will: Learn how to use AI to create actionable outcomes Get a behind the curtain look at upcoming AI advancements See the 5 most valuable AI use cases you can adopt today. Spaces are limited, so don’t miss this opportunity to get 60 minutes of knowledge that you can use to stay ahead. Register for the FREE...

Steal this VC CFO's 13-Min Monday Routine

Sponsored by Ramp: Join me for our first FREE masterclass of the year, and give yourself an edge this New Year. In our “AI 2026 Kickoff: 5 High-Impact Use Cases for Finance” event, you will: Learn how to use AI to create actionable outcomes Get a behind the curtain look at upcoming AI advancements See the 5 most valuable AI use cases you can adopt today. Spaces are limited, so don’t miss this opportunity to get 60 minutes of knowledge that you can use to stay ahead. Reserve Your FREE...

Finance pros are missing this feature

Last chance to seize this opportunity I'm launching the best program to transform your career and become the AI Finance Leader of your company. It's a 6-week hands-on live bootcamp which will give you all the practical knowledge you need to make financial analysis with AI, automate your reporting and forecast with AI. If you want to invest in your career, click below: Join the Waitlist for the AI Finance Accelerator Here Here's something almost nobody knows about ChatGPT. There's a mode that...

How to impress your family at Xmas dinner with AI

Become an AI Finance Leader in 2026 I am soon closing the waiting list for our 6-week hands-on live bootcamp. If you want to become the AI champion of your company, this is for you: Join the Waitlist for the AI Finance Accelerator Here So, you're about to spend the holidays with your family. And at some point, someone's going to ask what you've been up to. You could say "work's busy" and watch them nod politely. Or... you could show them something that makes them say "wait, HOW did you do...