How To Build Custom GPTs For Your Own AI Assistant
In this guide, Iโll walk you step by step through the exact, easy process I use to build my finance-focused custom GPTs.

Alumni Of: University Of Florida
Mike Dion is a seasoned financial leader with over a decade of experience transforming numbers into actionable strategies that drive success. As a Senior FP&A professional, Mike has helped businessesโfrom Fortune 100 giants to scrappy startupsโunlock tens of millions of dollars in value across industries like Entertainment and Telecom. His knack for identifying opportunities and solving complex financial problems has earned him a reputation as a trusted finance expert.
Mike holds a Bachelor of Science in Finance and a Master of International Business from the University of Florida, where he built the foundation for his impressive career in corporate finance and accounting. Beyond the credentials, Mike has established himself as a thought leader in the finance world. He is the author of The Financial Storyteller’s Playbook, a must-read guide for turning complex financial data into compelling narratives, and The Ultimate Guide to AI Prompting for Finance, which empowers finance professionals to harness the power of artificial intelligence for smarter and faster decision-making.
At F9Finance.com, Mike zeros in on automation as a game-changing tool for finance professionals. His mission? To help you save time and pave the way for career growth. Through relatable stories, actionable advice, and a dash of wit, Mike teaches professionals how to automate tedious tasks, optimize processes, and impress decision-makers with high-impact results. His no-nonsense guidance is designed to boost efficiency while positioning you for that well-deserved promotion.
His real superpower lies in bridging the gap between finance and real-world application. Whether heโs leading automation projects (100 and counting!), building airtight financial models, or automating workflows, Mikeโs work has saved companies over 100,000 hours in laborโtime better spent solving strategic challenges and advancing your career.
Mikeโs expertise extends beyond his website. He serves as a small business financial consultant and a dedicated advisor for non-profits, helping organizations achieve financial clarity and reach their goals. His contributions to top finance publications reflect his talent for simplifying even the most complex topics, making them understandable, practical, and (yes) even fun.
When the spreadsheets are closed, Mike enjoys life outside the financial arena. He spends quality time with his wife and kids, dreams of his next cruise adventure, and keeps his finger on the pulse of the stock market. By combining expertise, relatability, and a focus on empowering others, Mike is here to make finance your stepping stone to successโnot just another grind.
In this guide, Iโll walk you step by step through the exact, easy process I use to build my finance-focused custom GPTs.
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Power Automate for Finance is Microsoftโs low-code, drag-and-drop tool that connects your systems and automates your workflows.
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