I Ran a Month-End Close With Claude Cowork
Finance pros: here’s what a full month-end close looks like in Claude Cowork, from raw GL data to CFO deck in a single session.
Every F9 Finance Article
In these articles, you’ll find everything you need to crush it in the finance world. Whether you’re hunting for actionable finance advice, exploring the latest in finance technology, or looking to turbocharge your career growth, we’ve got you covered. Learn how to master financial modeling like a pro, streamline your processes with cutting-edge tools, and sharpen those leadership skills to stand out in any room.
Feeling stuck in your current role? We’ll show you how to leverage your strengths, build new ones, and impress the higher-ups with strategies that actually work. From taming unruly spreadsheets to automating tasks that eat up your time, these articles are packed with practical tips and insider insights. Oh, and did I mention we like to keep it entertaining? No dull lectures here—just real talk, served with a side of humor and a healthy dose of expertise.
Get ready to simplify your work, take charge of your career, and unlock opportunities you didn’t think were possible. Whether you want to polish your soft skills or discover innovative finance tools, everything here is designed to make your job—and your life—a whole lot easier.
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I Built An Entire Power BI Dashboard With Claude Code
Step-by-step walkthrough of using Claude Code to build a fully formatted Power BI dashboard.
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Claude Code for Finance, Building Tools From a Prompt
A step-by-step guide to Claude Code For Finance. Learn how to set up Claude Code, clean your first dataset, and build a working finance app.
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Claude Skills For Finance (3 Builds And The Rollout Catch)
What a Claude Skill really is, how to build one without writing code, three you can build this week, and the constraint that decides whether it becomes a team standard.
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Claude Cowork for finance, three workflows from a real close
A practical guide to Claude Cowork for finance professionals. Real prompts, real outputs, and an honest look at where the tool still has rough edges.
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Claude Artifacts for finance, three things I build with them
Learn how to use Claude Artifacts to turn GL data, variance analysis, and board updates into polished deliverables step-by-step.
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ChatGPT vs Claude vs Copilot for Excel (I Tested All 3)
I set up a test of chatgpt vs claude vs copilot on the same three finance tasks and I could not believe how different the results turned out to be.
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Copilot agents for finance, and the 25-query ceiling
Learn how finance professionals are using Microsoft Copilot Agents to automate reporting, research market trends, and build custom tools.
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How to Use ChatGPT for Excel on Real Finance Work
Every few months a new AI tool shows up with a promise that sounds good in a LinkedIn post and falls apart the moment you put real data in front of it. I’ve seen enough “this will replace your analyst” takes to be skeptical by default. So when ChatGPT for Excel started showing up in my feed, I did what I always do: I waited to see if it survived contact with actual finance work before I said anything about it. It does. Not perfectly, and not without caveats I’ll get to later. But it does enough useful things in enough real finance contexts that I think it’s worth your time to understand what it is, what it is good at, and where it will…
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How to Build an AI Dashboard in Excel
I’ll walk you step-by-step through building AI dashboards including the best tools, prompting, design, refining, and guardrails.
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