17 AI Finance resources for the holidays


If you want to become an AI Finance Leader

I'm launching the best opportunity 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:

Hello hello!

It’s Christmas week, so instead of my full newsletter, I’m sharing a short, easy list of videos that you can watch any time over the next few weeks and get ready for 2026!

Below you will find 17 FREE resources from both my YouTube channel, and the Masterclasses I’ve delivered with brand partners this year.

  1. Excel's AI Agent Mode builds complete financial models in minutes - Learn how to create 5-year forecasts, income statements, and cash flow projections automatically. Watch the Video here

  2. See how CFO Saul Mateos uses AI to save 10+ hours per week - Including his custom morning routine, meeting prep agent, and reporting workflows. Watch the Video here

  3. How to use ChatGPT 5 to build INSANE financial models - See how I use ChatGPT to build accurate, auditable financial models in minutes. Watch the video here

  4. ChatGPT for FP&A Masterclass with Drivetrain - Learn prompts for data cleaning, forecasting, and creating visual reports you can use immediately. Access the Masterclass here

  5. The complete guide to using Microsoft Copilot as a finance pro - Including Excel integrations, meeting notes, the researcher agent, and how to plan your week. Watch the Video here

  6. How to Create a Finance Forecast in 30 Minutes with Maxio - Learn how to use AI to create a financial forecast in 30 minutes. Access the Masterclass here

  7. Vibe coding for finance pros - Featuring Christian Martinez - Learn how to build scenario analysis tools and custom dashboards using Canvas in ChatGPT and Gemini. Watch the Video here

  8. Advanced AI Tips with Ramp - Learn how to eliminate manual work with Python automation, custom GPTs, and autonomous AI agents (without needing to code). Access the Masterclass here

  9. The Blueprint to Using AI for Finance in 2026 with Shawn Kanungo - Including Claude skills, invoice automation, and audit prep tools. Watch the Video here.

  10. How to use Gemini for Finance - Including cost center analysis, infographics, working with Google Drive data, and creating Gems for repeated tasks. Watch the Video here

  11. Stop Throwing Money Away on SaaS with Vertice - Learn AI workflows to flag overspend, benchmark costs, and identify shelfware each quarter. Access the Masterclass here

  12. 3 practical ways to use AI for financial analysis - Including SaaS spend optimization, automating data prep, and deep research for benchmarking. Watch the Video here

  13. Financial Storytelling with AI and Jedox - Learn how to automate data prep, enhance analysis, and share clear insights that drive smarter decisions. Access the Masterclass here

  14. Train your finance team on AI in 30 days - Learn the step-by-step playbook from choosing the best AI tool, to running your first hackathon. Watch the Video here

  15. From Traditional CFO to AI CFO with Agicap - Learn how to become an AI CFO, with a complete roadmap, proven best practices and real-world use cases. Access the Masterclass here

  16. Finance Masterclass: How to Become an AI-First CFO in 2026 - Get a practical roadmap, proven use cases, and the frameworks I use with AI. Access the Masterclass here

  17. Master AI in Accounting with Zenskar - Learn how to automate month-end close, reconcile, and report without writing code. Access the Masterclass here

Plus, keep an eye on your inbox on Wednesday for a list of fun ways to impress your family at Christmas dinner using AI.

Best,

Your AI Finance Expert,

Nicolas

.

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