The 6 AI strategies I use in finance


Hi Reader,

Most AI-for-finance advice is either too vague or too complicated.

That’s why I worked to put together a short video tutorial showing the six exact AI workflows I use - the ones that save me (and thousands of others) hours every week.

Click here to watch it now

In this video tutorial, you’ll learn how to:

  • Identify high-impact KPIs in under 2 minutes
  • Build cohort analyses without touching a formula
  • Automate your monthly spreadsheet cleanup (even across tabs)
  • Use ChatGPT to uncover blind spots in your reporting
  • Pull QuickBooks data with API code — no dev required

Watch the full video here

You don't need a data scientist in your team to start using AI for finance. Instead, you only need to follow the right workflows.

Have you already tried some of these ways?

Best,
Your AI Finance Coach, Nicolas


P.S. Already using some of these? Inside the AI Finance Club, members share new ways to use AI in real finance work.
👉 Join the #1 community for CFOs mastering AI

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