Hi Reader, Here's a brief story I want to share with you. “We need a double-digit cost-cutting plan. For the next board meeting.”That was the COO’s first ask - day one on the job. No context. No playbook. Just pressure.And guess who had to figure it all out? Me. I was closing the books, chasing variances, and now… reverse-engineering a savings plan from scratch.No consultants. No help. Just spreadsheets and stress. Today, with GenAI?That same plan would take 10 minutes and one smart prompt....
15 days ago • 3 min read
Hi Reader, Here’s the truth:The CFO role you know today is changing really quickly. AI isn’t just “influencing” finance. It’s flipping it upside down. Here’s what nobody’s telling you: 70% of CFOs are already investing heavily in AI. 97% say advancing their AI skills is critical to becoming CEOs. Job listings mentioning AI for CFOs have TRIPLED year-over-year. Source: Datarails (And no, this isn’t about using ChatGPT to draft emails.) It’s about AI becoming your competitive advantage — or...
29 days ago • 1 min read
Hi [FIRST NAME GOES HERE], Getting started with AI in finance feels overwhelming.You try ChatGPT once…, and it gives you a half-useful answer… and then what? Most AI roadmaps are either way too technical—or just buzzwords with no substance. So, I built one that actually makes sense.No fluff. No PhD required. These are just real steps, from “I have no idea what I’m doing” to “I built an AI that reads invoices.” But before I present my AI roadmap to you, I want to let you know about an event...
about 1 month ago • 3 min read
Hi [FIRST NAME GOES HERE], Managing cash flow used to give me headaches - constantly chasing payments, wrestling with messy forecasts, and debating tough expense cuts. But over the years, I've developed a practical system that transformed those headaches into clear, actionable steps. Today, I’m sharing my personal playbook—the CASH system. It’s simple, pragmatic, and, most importantly, it works. Before we dive into my framework, I want to inform you about a webcast you can't afford to miss....
about 1 month ago • 2 min read
Hi [FIRST NAME GOES HERE], What if you could 10x your team’s productivity—without burning them (or yourself) out? I just dropped a new video walking you through 7 proven frameworks that top finance leaders are already using to: Eliminate low-value tasks Run faster, cleaner meetings Leverage AI like a free consultant Build teams that are proactive 🎥 Watch it here You’ll see how to apply simple systems like: The AI-First Approach: Train your team to go to ChatGPT before asking for help The...
about 2 months ago • 1 min read
Hey Reader, You don’t need a data scientist to start using AI in your finance workflow. Smart finance teams are already tapping into GenAI to automate tedious tasks, simplify data messes, and quickly uncover key insights. Today, I want to share 6 tactical tips you can start using right away. Imagine running cohort analyses in seconds instead of hours or surfacing critical KPIs without digging through endless dashboards. Ready to save hours each month? Let’s dive in. But before that, here's...
about 2 months ago • 3 min read
Hey [FIRST NAME GOES HERE], "Is it safe to use AI in finance with all the data and rules we have?" It's a good question. After all, one misused AI tool could show private data, cause problems in audits, or give bad advice. In a 2024 report by Deloitte, 48% of CFOs cited "Generative AI adoption" as the internal risk that worries them the most. Here's the problem though: Yes, AI has some specific security and compliance challenges because of how much data it uses, the decisions it makes on its...
about 2 months ago • 4 min read
Hey [FIRST NAME GOES HERE], If you dread month-end, you're not alone. The close process is critical and stressful. Yet most teams rely on outdated, manual workflows. These workflows drain time and cause errors. We know the struggles: chasing journal entries, reconciling differences, and last-minute adjustments. Why is this still the norm? More importantly, how can we fix it? For once I am not going to talk about AI first, because the solution lies first in how organized you are! That’s why...
2 months ago • 3 min read
Hey [FIRST NAME GOES HERE], Closing the books used to be a nightmare. Every month, I wasted hours manually merging sales CSVs from different platforms. Copy, paste, repeat. Then it hit me: Why am I doing this when AI can do it for me? I started experimenting with AI automation, and within days, I cut hours off my close process. Now, I spend less time on manual work and more time on strategic tasks. In this newsletter, I am showing you how you can do the same. That’s exactly what I’ll be...
2 months ago • 4 min read