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

The AI playbook for finance pros who want their nights back.

The finance job is getting bigger every quarter. The day isn’t getting any longer. Every week there’s a new tool, a new LinkedIn post about someone who automated their entire close, a new AI conversation happening around you.

If you’re the finance pro trying to keep up without giving up your evenings, your weekends, or the life you have outside the work, this show is built for you.

Excel at AI in Finance is a weekly podcast for corporate finance pros learning AI tools without the hype. Each week you get one thing you can take into your finance job right away:

• An FP&A workflow you can rebuild on Monday
• A frame for handling AI when your CFO asks
• An honest read on the trend everyone’s talking about
• A conversation with someone who’s already done the thing

Every episode opens with a real story from Mike’s desk or a finance pro he’s worked with. Not a hypothetical. Then a breakdown of what actually works. And an honest counterpoint at the close, because the AI advice you’re hearing everywhere else has almost never touched a real finance function.

The rule: if a workflow only ships in a vendor demo, it doesn’t ship on the show.

Because the finance pros who learn AI skip the burnout and keep their jobs. They become the ones their company can’t afford to lose.

New episodes every Tuesday.

Mike runs F9 Finance and is a senior finance leader working in the trenches with AI tools, automation, and the FP&A work that has to hold up under a CFO’s scrutiny. He writes the Finance AI Insider newsletter and runs the Finance AI Lab community for finance pros learning AI without the hype.

• Contact -> hello@f9finance.com
• Podcast -> https://www.f9finance.com/podcast/
• Connect -> Finance AI Lab, the private community for finance pros learning AI: https://www.f9finance.com/lab/
• Instagram -> @f9finance
• TikTok -> @f9finance
• Resources -> https://www.f9finance.com/ai-library/

Next Steps

• Step 1: Subscribe to our YouTube Channel: https://www.youtube.com/@f9finance/
• Step 2: Get a free set of ready-to-use AI prompts and templates for finance work with the AI Library: https://www.f9finance.com/ai-library/
• Step 3: Ready to launch your finance team into AI? Join the Finance AI Lab: https://www.f9finance.com/lab/

Excel at AI in Finance is for the finance pro, executive, and CFO looking to take their work to the next level. Mike is a senior finance leader breaking down AI tools like Claude, Microsoft Copilot, and beyond to reduce hours and prevent burnout. If you’re ready to break free from burnout in corporate finance and FP&A, it’s time to invest in AI for Finance.