"Nice dashboard. Did you build it in Excel?"

2 years ago this was a compliment. In 2026, this is an insult!

There’re 2,597 finance pros in my community. And a big problem I see is numbers that look super boring (that people also don't trust).

So, to help you with this, I'm running this live masterclass with Ramp. On April 30th I'll build 3 AI-powered dashboards from scratch in 60 mins - You’ll see:

• How to construct AI-powered dashboards for 1) departmental costs, 2) revenue pipeline, and 3) inventory, from scratch.
• The validation techniques that keep your AI dashboards accurate and trustworthy (well before you share them).
• The trick to turning AI experiments into useable workflows you can use every day to stay ahead.

You’ll get the exact prompts, process, and validation checks I use to create powerful dashboards. Use them to impress your team and create a bigger impact straight away.

​Save your free seat here before it’s gone.

Losing control

So... this happens a lot.

A department head signs up for a new tool. Then another team does the same thing. Then someone in procurement renews a contract nobody asked them to review because it auto-renewed and nobody was watching.

Six months later, you're paying for 300 licenses across 8 departments, each tracked in a different spreadsheet with different column names, and nobody (not even you) can tell anyone how much you're spending, or whether half of it is actually being used.

I know this because I've lived it across 15 years of leading finance. And when I talk to FP&A managers and CFOs, it's the same story. The data exists. It's just buried across so many systems and formats that by the time you've got everything together, your renewal window has closed already, and the money is gone.

That's not a reporting problem. That's a control problem. And it's costing you real money.

So, to help you with this, I’m giving away a playbook that’s normally reserved for my AI Finance Club members.

Download The AI-Powered CFO Playbook: A Guide to Mastering SaaS Spend here 👉 How AI Transforms Strategic Finance & SaaS Spend Management + CFO Playbook _ AI Finance Club.pdf​

Here's what's inside...

• The prompting mistake almost every finance team makes with AI
• The 5-step framework that gets you strategic insight instead of useless analysis (like identifying savings from switching to annual contracts)
• How to consolidate license data from 8 different departments (each with different headers, different formats, different column names) into one clean, unified spreadsheet. In minutes
• How to build a Custom GPT so the consolidation runs the same way every single month (without anyone writing a complex prompt again)
• The AI deep-research method that replaces hours of Googling industry reports (with citations you can actually verify and share with your board)
• Why the best finance leaders are treating AI like a junior analyst to get decision-ready results (instead of hitting "generate" are getting expensive summaries)

It’s yours to download instantly (no form or e-mail required).

Download The AI-Powered CFO Playbook: A Guide to Mastering SaaS Spend here 👉 How AI Transforms Strategic Finance & SaaS Spend Management + CFO Playbook _ AI Finance ​

Playbook vs Masterclass

Now, this is important. The playbook I’ve just given you and the April 30th masterclass are two completely different things.

First, the Playbook gives you the foundation (how to prompt properly, consolidate messy data, and benchmark your spend against industry numbers).

Second, the masterclass is where I go further.

I'm going live to build three dashboards that are not in the playbook:

1. A cost-by-department dashboard.
2. A revenue pipeline dashboard.
3. An inventory tracking dashboard.

I've seen finance teams wait months for their BI team to build dashboards like this that AI can now do in a single session. This is the competitive advantage I want to give you.

The playbook is what you can do right now (here's the link again 👉 How AI Transforms Strategic Finance & SaaS Spend Management + CFO Playbook _ AI Finance Club.pdf)

My Masterclass with Ramp is where I show you what's possible when you go further 👇

By the way last year Ramp's AI made over 26 million decisions across more than $10 billion in spend, and their policy agent prevented 511,157 out-of-policy transactions, saving nearly $291 million (PR Newswire).

Join me alongside them on April 30th to see 3 AI-powered dashboards built from scratch. The kind of reporting that stops you being seen as a bean counter, and positions you as a powerful business partner.

But, spaces do fill up, so I'd save your free seat here now.

Best,

Your AI Finance Expert

- Nicolas

P.S. - If you try anything from the playbook this week, hit reply and let me know what you did. I read every single reply.

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