How to build a financial model in Excel in minutes (with a built in audit trail) My community members who used to spend 2-3 hours on forecasts can now build them using Claude in Excel in minutes. CFOs ask me “where do I start with Claude” all the time. So to teach you, I’m hosting this free 60-min masterclass with Abacum. You’ll see: How to build a financial model in Excel in minutes (with a built in audit trail) How to build a dynamic forecast. With drivers and assumptions you can change...
5 days ago • 6 min read
Consolidate & Analyze Excel using Claude (2hrs -> 15 mins) CFOs ask me this all the time: “Where do I start with Claude”. You’re probably using it but don't know where to start using it in FP&A. My community members who used to spend 2-3 hours on forecasts can now build them Claude in minutes (with a live dashboard including drivers). To teach you to do the same, I’m hosting this free 60-min masterclass with Abacum. You’ll see: How to build a financial model in Excel in minutes (with a built...
8 days ago • 4 min read
Financial forecast (plus drivers) in 60 mins with Claude You're probably using Claude, but don't know where to start using it in FP&A - CFOs ask me this all the time. But, in my community, members who used to spend 2-3 hours on forecasts can now build them Claude in minutes (with a live dashboard including drivers). To teach you to do the same, I’m hosting this free 60-min masterclass with Abacum. You’ll see: How to build a financial model in Excel in minutes (with a built in audit trail) How...
12 days ago • 4 min read
3-4 Days Lost to Data Early in my career I lost 3 to 4 days every single month. Exporting data from SAP. Then rebuilding the same cost-centre reports in Excel. I've trained 10,000+ finance pros since, and this is still a big pain I hear. Re-formatting data, writing commentary at 9pm. With a close close that owns your calendar. So on Thursday running this masterclass with Quentin at Spendesk, to show you: How to ask a finance question and get an audit-ready report back in seconds How to...
15 days ago • 2 min read
"Can you send me the Q2 budget vs actual?" By the time you reply, someone's already missed a key decision. 3.7M+ finance pros follow me, and so many of them are fed up of re-formatting data. Data that’s already out of date. But you shouldn’t be wasting half your week on reactive work. So to help you get an unfair advantage, I’m running this masterclass with Spendesk. You will see how to: Turn plain questions into audit-ready reports in seconds (without re-formatting) Schedule reports to your...
19 days ago • 4 min read
Your Monday report wrote itself this weekend You just opened your inbox, and it was done. I’ve 3,131 finance pros in my community. And one of them did exactly this. He saves 10+ hours a week, because his reporting now builds itself. You shouldn’t be doing any reactive work in 2026. So to help give you an unfair advantage, I’m running this masterclass with Spendesk. You will see how to: Turn plain questions into audit-ready reports in seconds (without re-formatting) Schedule reports to your...
22 days ago • 6 min read
ChatGPT found a $30k mistake in my files My files were getting bigger. Worried one of them was wrong, I gave them to ChatGPT. 20-mins later it found a formula error that had overstated my numbers by $30k. I've trained 10,000+ finance pros - and a big worry is about hidden risks in their data. So to help you fix this, I’m running this free masterclass with Zenskar. You will see: How to reconcile revenue and spot every mis-match (before your auditors) How to turn a non-standard contract into an...
26 days ago • 5 min read
How to automate your finance & accounting with AI - 6 workflows in 60-mins I surveyed 1,630 members of my community. 32.5% said their biggest problem to solve was 'eliminate manual work, automate month-end close, and free up my time.' So, to help you do this, I'm running this free masterclass with Zenskar. You will see: How to create a variance commentary from actuals vs. budget (with a board ready report) How create a CFO close memo from raw close data (plus narrative) How to automate...
29 days ago • 3 min read
3 AI Agents to Escape Your Excel Prison (in 60-mins) AI is the new Excel. Over 20 years, every tool has claimed to kill Excel and failed. But now, AI is the only contender. I’ve trained 10,000+ finance pros, so I know how it feels when you can’t escape the 37 workbooks you have to re-build every month, just to keep up. So, to help you fix this with AI - I’m running this 60-min masterclass with Nominal where you’ll see. How to consolidate Excel files in minutes using an AI agent (without...
about 1 month ago • 5 min read