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.You still clean vendor names, tweak GL codes, and cross-check CSVs like it’s 2009. That’s why next week I’m inviting you to two free live masterclasses.Here's why you need to be there: #1: AI: The Last Mile of Automation for AP 📅 June 24 (Tuesday)...
24 days ago • 1 min read
Hi Reader, We’re living through one of the biggest shifts in enterprise software since the launch of Excel. AI isn’t just for early adopters anymore. It’s showing up in the tools you already use every day. And if you work in finance and your company runs on SAP, this next part should grab your attention. Because after years of waiting, SAP finally got its own AI assistant. And it’s actually good. Learn below what's new from SAP and where you can learn about it. 📢 Live Event: SAP Business...
26 days ago • 3 min read
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...
about 1 month ago • 3 min read
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...
about 1 month ago • 1 min read
Hi Reader, A few years ago, I jumped into the Power BI hype boat.Every modern Finance Team was using it, so I thought that my team and I had to use it too! The problem is: I had no experience with it, and this cost me a lot of wasted hours! And do you know what the main problem was?I was trying to do Excel work with Power BI and BI work with Excel...A few years later, I have learned my lessons and I want to avoid you having the same pain! This is why I created a clear piece of content...
about 2 months ago • 4 min read
Hi Reader, Most researches take you hours. You start with a simple question…Suddenly, it’s 90 minutes later, and you’re buried in sources that don’t match your business. That’s why I’ve been using a new functionality that only a few people know about: Deep ResearchIt’s a smarter, faster way to get to the facts that matter and save hundreds of hours. This week, I’m breaking down two use cases for you: How to find benchmarks that actually match your business How to pick a conference without...
2 months ago • 3 min read
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....
2 months ago • 3 min read
Hi Reader, If you know me, you know that I love explaining complex financial problems with easy-to-understand infographics. It’s also why my infographics have taken off on LinkedIn — clear, visual, and made for real-world finance pros. But a few weeks ago, ChatGPT dropped its new image generation tools, and my first thought was: "Well, there goes my competitive advantage." But after digging in, I realized something important: This isn’t a threat — it’s a massive opportunity, especially for us...
2 months ago • 4 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...
3 months ago • 1 min read