Hi Reader, Big week ahead for anyone in finance who’s curious (or serious) about using AI to do more with less. Most “automations” in finance are just glorified data extraction. It pulls numbers off invoices... but doesn’t understand what they mean. That’s why next week I’m inviting you to two free live masterclasses. #1: AI: The Last Mile of Automation for AP📅 June 24 (Tuesday) | 🕚 8 AM PT / 11 AM ET OCR was never the finish line.
You’ll walk away knowing how to: #2: Become an AI CFO📅 June 27 (Friday) | 🕔 5 PM CET | 11 AM ET Register for your free spot now This one is built for CFOs, finance managers, and finance executives. I’ll guide you through:
BONUS: You’ll also get a full walkthrough of the upgraded AI Finance Club, where world-class CFOs and AI experts openly share templates, automations, and AI strategies. 👉 Apply for the event for free Best, |
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Hey Reader, 3 days → 2 hours.One of our AI Finance Club member used to burn three days every week tagging cryptic credit-card charges like “AMZN*3F8K.” But then she trained a Custom GPT on her chart of accounts and vendor quirks; now the same job takes two hours and she’s back to high‑value work. Sound familiar? It could be you—or the unlucky soul on your team. This Wednesday, 13 August, I’m going to show you similar use cases (register here).I’ll demonstrate exactly how finance teams are...
Hi Reader, My live masterclass "How to Become an AI CFO" kicks off tomorrow! We'll dive straight into: Real-time demonstrations of AI tools in finance Proven strategies to automate your workflow and reclaim valuable time Simple frameworks to immediately leverage AI in your daily finance operations We’ve got over 2,300 CFOs and finance execs joining. When? Tuesday, July 29th | 11:00 AM ET / 5:00 PM CET Are you coming? 👉 Click here to register for free For these types of live events, big...
Hi Reader, Most CFOs have tried ChatGPT. They’ve used it to communicate with their team and other executives. That’s it. They stop there. They think: “Cool tool. I’ll explore more when I have time.” Those are the traditional CFOs. Meanwhile, the AI CFOs are doing something different. 👉 Learn in 60 minutes what they're doing for free, live with me Already 1000+ CFOs have registered! They’re using AI to: Write board commentaries in 90 seconds Build 3-scenario models Auto-explain variances with...