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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Avsnitt(14)

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

Prompts for AI Tools Don't Matter Anymore. 3 Things That Change When You Brief Claude Like an FP&A Analyst

Prompts for AI Tools Don't Matter Anymore. 3 Things That Change When You Brief Claude Like an FP&A Analyst

What good are a couple hundred saved prompts if you're still losing your afternoon to month-end? What do you do when Claude hands you the end of 12 steps you never watched? What changes when you brief...

4 Aug 18min

I Watched AI Burnout Finance Teams for a Year. Here’s What Finally Started Working

I Watched AI Burnout Finance Teams for a Year. Here’s What Finally Started Working

What is “workslop,” and are you already passing it downstream without knowing? Why did 40% of workers get handed broken AI work in a single month, and could you already be one of them? Why did 95% of ...

28 Juli 18min

Claude Fable 5 Vanished for 3 Weeks: 3 Moves Before You Trust AI Tools With a Deadline

Claude Fable 5 Vanished for 3 Weeks: 3 Moves Before You Trust AI Tools With a Deadline

What do you do when the AI tool your workflow runs on gets pulled by the government with zero notice? Why is betting on a frontier AI model actually a concentration risk, the same kind you already man...

21 Juli 17min

Why Finance Automation Rollouts Keep Stalling: The CFO Questions to Ask First

Why Finance Automation Rollouts Keep Stalling: The CFO Questions to Ask First

Why “tool first, not job first” kills most AI rollouts before month 3? What’s the one question that separates pilots that ship from pilots that stall? Is the CFO mandate actually enough to get an AI r...

14 Juli 17min

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

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...

10 Juli 1min

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