I heard this 100s of times in my AI training:

They weren’t wrong.

At first, everybody was impressed by AI generating an Excel file...
But really quickly, they noted that there was no formula; all values were hard-coded.
​You couldn’t audit it. You couldn’t tweak it. You couldn’t use it.

So what's the point of using AI to save time if you have to recheck all figures...

That was until a month ago, when something finally changed...
...and today I am sharing it with you exclusively!

Free Masterclass on ChatGPT for FP&A

I am sharing all my best tips and secrets to allow you to use ChatGPT and other AI tools for FP&A.

👉 Click here to secure your free spot​

Covering real use cases:

• Financial analysis
• Forecasting
• Reporting

It's next week, Tuesday 15 July, and it's free thanks to our sponsor Drivetrain.

​Register now and book your free seat​

How AI is now doing your Excel work (new feature)

A month ago, I received a text from Christian Martinez with a new feature I needed to see!

I was intrigued because I hadn't heard about any new announcement being planned by OpenAI or Google.

I clicked the link, and this is where I was shocked.

ChatGPT could finally do something it has been struggling with for months: it could now create Excel files with real formulas and real Excel Graphs!

I couldn't believe it, so I checked other sources to see if other people were talking about it. But nobody knew it. Why? Because OpenAI never communicated on this change.

So, how did Christian find out?
Well, as part of being an expert in the AI Finance Club, every month, Christian is testing how AI is changing and can help finance pros like you and me. So the first people who got this exclusive information were the 800 CFOs and Fractional CFOs of the AI Finance Club.

Here is what ChatGPT creating real Excel formula looks like:

How does it work?

Now, you can create spreadsheets that:

• Update dynamically when source data changes
• Let you audit every number back to its logic
• Feel like a real model—not a copy-paste

Here’s the workflow I recommend (and teach to my clients):

1. Ask to keep raw data in Tab 1​
   — No changes here. Treat it like your “source of truth.”
2. Build logic in Tab 2​
   — Ask ChatGPT to calculate KPIs by using real Excel formulas
3. Request actual Excel charts in Tab 3​
   — Say "Create a mini-dashboard in Tab 3 using excel chart linked to the data in first tab" not “show me a chart.” Otherwise, you’ll just get a PNG.
4. Sanity check the logic​
   — AI can still make mistakes. But now, you can check the formulas—and fix it.

Additional tips:

Tip 1: Specify your model structure: if you want separate tabs for revenue, OpEx, and summaries? Ask for it.

Tip 2: AI might use name ranges with non recognized characters and this will show up as "#NAME?" error. Just ask to pay attention to Excel criteria for name range or ask to use normal cell references like A1 or B2. (Believe me, I went through this problem and I am going to save you a lot of time and frustration... because once you know it, you don't need to spend hours figuring it out like I did !).

​

Where can you learn it live from me?

Learn this Tuesday 15 July in a free masterclass (click here to register).

Your AI Finance Coach,
​
Nicolas
​
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​P.S. This month, we have a lot of new events and new articles coming up for the AI Finance Club see the full program here.
I am especially excited by Copilot in Excel from Christian Martinez on 23rd July!
Will you join us like 800 CFOs and Fractional CFOs already did?