Excel at AI in Finance | CFO, FP&A, AI Tools, Claude, Microsoft Copilot

Excel at AI in Finance | CFO, FP&A, AI Tools, Claude, Microsoft Copilot

Corporate finance is breaking people. Twelve-day closes. 9pm Sunday spreadsheets. The slow drip of falling behind while every other post on your feed warns that AI is coming for your job. That's the spot most finance pros are stuck in right now, and it doesn't get better by working harder.

Excel at AI in Finance is the weekly podcast for finance pros who want out of the grind. Each episode runs less than your commute or coffee break and walks you through exactly how I'm using AI to automate the work that used to own my Tuesday night. Excel automation, Power BI, Python, Claude, Copilot, ChatGPT. The real tools, in the real finance jobs you run every week.

New Episodes Every Tuesday!

Want to connect?

Step 1: Subscribe to my YouTube channel for new AI tips, tricks, and hacks every week https://www.youtube.com/@f9finance

Step 2: Subscribe to the Finance AI Insider and get free access to my entire AI Library https://www.f9finance.com/newsletter/

Step 3: Join the Finance AI Lab and go hands-on to build the AI skills that make you the person your company can’t replace https://www.f9finance.com/lab/

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Jaksot(14)

Your Auditor Will Ask About AI in Finance. Here’s What CFOs Need Ready.

Your Auditor Will Ask About AI in Finance. Here’s What CFOs Need Ready.

Your AI tools got the number right. Can you show how? If your auditor asked who checked the AI's answer, who would raise their hand? Do you have a record of what you asked the AI to do? HIGHLIGHTS ...

13 Loka 12min

AI Tools Saved Your FP&A Team Hours. So Why Is Everyone Still Here at 8pm?

AI Tools Saved Your FP&A Team Hours. So Why Is Everyone Still Here at 8pm?

AI saved you two hours this week. Where did they go? If your AI tools are working, why are you still at your desk at 8pm? What would your FP&A team do with an hour nobody else gets to claim? HIGHLIGH...

6 Loka 12min

Are AI Tools Worth It for FP&A? Most CFOs Can't Prove It

Are AI Tools Worth It for FP&A? Most CFOs Can't Prove It

Can you prove what your AI tools paid back this year? Who asked for the last AI project your team built? Why has the same payback problem shown up in surveys since 2007? HIGHLIGHTS OF EPISODE Are AI t...

29 Syys 12min

Are Humans Optional in AI in Finance? The 3 Gates Every Finance Team Needs

Are Humans Optional in AI in Finance? The 3 Gates Every Finance Team Needs

Ever opened a deck your AI Tools built and found the numbers went wrong three steps back? Watching every AI pilot on your FP&A team stall out before anything ships? Tired of being the only person in t...

22 Syys 14min

Windows Broke Claude Overnight. The AI Tools Backup Plan Every FP&A Pro Needs

Windows Broke Claude Overnight. The AI Tools Backup Plan Every FP&A Pro Needs

What happens to your workflow when an update you never asked for installs itself overnight? Should one AI tool ever be allowed to run your entire day in finance? What's your backup plan if Claude, Mic...

15 Syys 13min

AI Tools Are Automating Excel. You Have to Be Technical with AI in Finance to Survive.

AI Tools Are Automating Excel. You Have to Be Technical with AI in Finance to Survive.

AI Tools Are Automating Excel. You Have to Be Technical with AI in Finance to Survive.  What breaks if you took two weeks off right now? How many times has someone come to you before making a decisio...

8 Syys 13min

Claude and Microsoft Copilot Giving You Garbage? Check Your Brief!

Claude and Microsoft Copilot Giving You Garbage? Check Your Brief!

Tried AI on real finance work and got back something you would never send? Can you point at an example of good, or can you only describe one? Ever written off a tool on the strength of one bad Tuesday...

1 Syys 14min

Impressive Finance Report? Be Careful! Your AI Tools Might Fail Next Month.

Impressive Finance Report? Be Careful! Your AI Tools Might Fail Next Month.

What if the AI win you keep bragging about isn't actually finished? Why can a 30% drop in your exception count mean nothing got fixed at all? What happens when your AI tools quietly stop working, and ...

25 Elo 17min

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