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 decision, instead of just running the numbers themselves? Can you explain what AI actually did for you to someone who'd push back on it?

Excel was the bottleneck for twenty-five years, and standing in it was the whole job. AI tools now do what used to earn a promotion, which means the exports, the cleanup, the deck nobody wanted to rebuild every month, the part FP&A got rewarded for owning, is finished, and what's left is a choice between going technical, staying close to the business, or using AI to cover the technical so you can do both. Bill never touched a mouse.

This episode's sponsor is Finance AI Lab. Members who finish their first four roadmaps get about seven hours a week back. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/lab/

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.

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Episoder(13)

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...

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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 Sep 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...

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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 Sep 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 Sep 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 Aug 17min

Over Budget for AI in Finance? Here's What The CFO Needs to Know

Over Budget for AI in Finance? Here's What The CFO Needs to Know

Why did the finance teams who called themselves most mature at AI cost control do worse than everyone else? If Technology says it owns AI cost 55% of the time and Finance says 53%, who actually owns i...

11 Aug 20min

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