I Ran A Claude Cowork Month-End Close (Here’s the Full Workflow)
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.
AI For Finance
AI isn’t some sci-fi fantasy anymore—it’s reshaping finance right now, and if you’re not riding the wave, you’re getting left behind. That’s what this category is all about: real-world ways artificial intelligence is transforming the way we forecast, report, analyze, and automate in finance.
In these articles, I cut through the buzzwords and show you how AI actually works in our world—no robot overlords, just smarter tools that help you ditch the grind and focus on the big stuff. Whether it’s using AI to build better forecasts, clean up your data faster, or surface insights your old reports missed, you’ll find hands-on advice that you can put to work today.
I’ll walk you through tools, case studies, and frameworks that help finance pros like us work faster, smarter, and maybe even impress the boss (or at least get to happy hour on time). Think of this as your playbook for making AI your secret weapon—not something to fear, but something to wield. Whether you’re just starting to explore AI or looking to sharpen your edge, this is where we break it down.
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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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How To Build Finance Apps With Claude Code
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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How To Build Claude Skills For Finance Work
Learn how to build Claude Skills for finance workflows step-by-step and you’ll never have to re-prompt your AI Tools again.
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Claude Cowork for Finance – Automate Your Work Step-By-Step
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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I Used Claude Artifacts To Build Mini Finance Apps In Seconds
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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How I Use Microsoft Copilot Agents To Save Hours
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 (And Actually Save Time)
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 actually is, what it’s genuinely good at, and where it…
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The Easy Guide To Building AI Dashboards
I’ll walk you step-by-step through building AI dashboards including the best tools, prompting, design, refining, and guardrails.
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