3 AI Agents in 60-Minutes [Live Build Session]

Elena from my community had a backlog number that didn't match. That normally meant an hour of VLOOKUPs in Excel.

But she gave it to Claude instead. Ten minutes later the whole thing was reconciled line by line.

To show you these methods, I'm running this live build session with Expensify. You'll see:

• The 3-minute way to turn a messy card file and a folder of receipts into clean, GL-coded expenses (no formulas).
• How to get AI to email everyone who owes you a receipt - so you stop chasing staff every single month.
• How to match a card statement to its receipts and get the mismatches explained for you (instead of hunting them down in Excel).

So to learn the exact process Elena used to remove her Excel headache. Join me here. Before you write your next formula ;)

The one guy everyone thought was a genius

When I was at PwC, there was one guy everyone thought was a genius. Work that took the rest of us two days, he did in an hour, and he got promoted faster because of it.

So one day I sat next to him. I watched him consolidate a load of files with one click and asked how. He had a secret file of VBA scripts. That was it. He wasn't smarter. He'd just focused on engineering out the repetitive stuff.

Back then you needed to code to have that secret file. You don't anymore.

And right there are three agents fighting to be your 'secret file': Claude Cowork, Microsoft Copilot Cowork, and ChatGPT Work.

So I’ve put together a complete guide for you to download right now.

Your 28-Page Agentic AI Tools for Finance Guide

Claude Cowork was the first multi-step AI tool that could carry out finance tasks in sequence towards a desired goal. Since then Microsoft released Copilot Cowork, and OpenAI released ChatGPT Work.

This guide covers them all.

Download it here (no e-mail required) 👉 ​​Agentic AI Tools for Finance Guide 2026.pdf​​​

It includes:

• The exact prompt that pulls 30 days of subsidiary emails straight into one finance summary, sorted country by country
• How to rebuild a full consolidation file (formulas, country tabs, eliminations, all of it) from last year's version in one prompt
• The four words that turn any working prompt into a skill you reuse every single month
• How to schedule a report to build itself monthly, with your laptop closed and no app open
• The one prompt that turns a raw Excel file into a full board deck, numbers already dropped into the right slides once approved
• How to turn your company's brand into a reusable skill once, so every future deck matches it without you touching a template again
• A side-by-side table showing exactly which tool fits your company's stack, license, and budget, before you commit to any of them

Follow this, and you'll never build a report by hand again ;)

Here's the instant download link again 👉 ​​Agentic AI Tools for Finance Guide 2026.pdf​

Your Next 2-Steps

1. Download the guide to improve your knowledge on Agentic AI in Finance
2. ​​Join this Live Build Session to go deeper into 3 Agentic AI Workflows you can build to create genius level results

You will get a tonne of super practical value both of them.

Plus, It’s not often I get to hang out with the CEO of a 200+ employee company. He’s taking a super-smart approach to building with AI, and we’ll be sharing his 5-levels of AI framework with you too. So make sure to join us here.

Best,

Your AI Finance Expert,

- Nicolas

P.S - Not sure about whether Claude Cowork, Microsoft Copilot Cowork or ChatGPT Work is right for you? Hit reply and we'll see if we can help.
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