How I cut my reporting time in half using AI


Hi Reader,

You know I am obsessed with AI and everything.

But even I was totally caught off guard by this powerful functionality...

There is a new functionality in Gemini that I discovered recently and presented at my last conference.

Nobody’s talking about this yet on YouTube or LinkedIn, so you’re getting it first.

In today’s newsletter, I’ll walk you through exactly how this fresh Canvas feature works, why it’s a game-changer for commentaries and visual reports, and the simple steps to start using it right away.

I’ll also flag three live AI Finance Club sessions this month that’ll help you squeeze even more insight (and free time) out of your workflow.


AIFC Program of the Month (Top 3 Live Sessions)

Before we dive deeper, a quick heads-up: inside the AI Finance Club, we’re bringing the heat this month with our top experts.

Become a member of the elite AI Finance Club now

Here's what's coming up:

  • June 12 - AI in Financial Analysis
    Christian Martinez will break down how to revolutionize spreadsheet-heavy reporting with Python + AI
  • June 20 - Fractional CFO Corner
    Anna Tiomina hosts a deep dive discussion on how Fractional CFOs can use AI practically
  • June 25 - AI Governance for Finance
    Christophe Atten explores how to maintain accountability in AI-powered financial systems

If you join now, you will get access to these live events, video courses, past masterclasses, and exclusive articles written by our experts..

​👉 Sign up and join the 500+ CFOs now


Meet Gemini Canvas: Your All-in-One AI Workbench

Think Google Docs meets a design studio with an analyst who never sleeps.

  1. Sign In to Gemini
    Go to gemini.google.com and log in with your Google account. First-timers may need to opt in or subscribe, but Canvas is available in all supported regions.
  2. Open a Canvas
    Inside the Gemini app, look just beneath the main prompt box for the Canvas icon. Click (desktop) or tap (mobile) to enter the workspace.
  3. Create Your Content
    • For a commentary:
      Type “Draft a brief commentary on today’s market moves focusing on tech stocks.”
    • For a visual report:
      Try “Create a summary report of our Q2 sales data.”
      Gemini generates the draft or code right inside the canvas. You can use the toolbar or ask Gemini to tweak tone, add headings, or polish a paragraph.
  4. Produce & Share
    Once you’re happy, hit Create (top-right). Pick your format—web page, infographic, PDF, Google Doc, and more. Review, then share via link, export, or even invite collaborators straight into the canvas.

A free tier lets you explore the core features; paid Workspace plans unlock deeper integration if needed.


Canvas for Financial Commentaries

Give Canvas your core data points, themes, or even a rough outline. Gemini whips up a structured first draft in seconds. From there, you can:

  • Adjust Tone – Formal for regulators, persuasive for clients, concise for execs.
  • Modify Length – Expand for deeper analysis or tighten for a quick read.
  • Improve Clarity & Formatting – Headings, bullets, numbered lists, bold, italics in one click.
  • Use “Suggest Edits” – Gemini acts like an AI reviewer, surfacing context-aware tweaks.

The result? Far less mechanical editing and far more time to think about the story behind the numbers.


Canvas for Full Visual Reports

When words alone aren’t enough, Canvas makes visuals easy.

Here's what it can do for you:

Generate Infographics
Turn key findings, executive summaries—yes, even full reports—into graphics you can paste into an email or deck.

Create Web Pages
Flip a report into a lightweight web page for internal dashboards or external sharing.

From Deep Research to Visuals
Upload files, let Gemini craft a deep-dive report, and then morph it into interactive visuals, quizzes, or other engaging formats without leaving Canvas.


Important Considerations Regarding Data Usage

I have a Google Workspace Business account where I can enter data for my business as it has the sufficient level of security I need and it doesn’t train on my data. Make sure to do your own assessment based on the license you have before entering any confidential data.


Next time you’re staring down a blank commentary or a mountain of raw data, open Gemini Canvas.

Whether you’re writing a quick market note or shaping an entire financial report, you’ll gain speed, polish, and a little extra headspace.

And if you are already working with Gemini Cavnas, please share your Canvas wins with me so I can include them in the next editions.

Best,
Your AI Finance Coach, Nicolas


P.S. Want to become a part of the elite community of 500+ top world CFOs?
👉 Enroll now to attend these 3 live events (and get access to more than 100+ other exclusive contents for AI CFOs)

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