Why I Built an AI CFO (And Why You Probably Should Too)
I’ll teach you how to build an AI CFO to help manage your finance processes without spending a dime or writing a single line of code.
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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The Easy Way To Write SQL For Finance
SQL for finance doesn’t require you to become technical. I’ll show you the easy way to query data using ChatGPT.
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9 AI In Finance Trends To Watch (2026)
Check out the biggest AI in Finance Trends from the shift to agentic AI, the talent skills gap, and a shrinking finance tool stack.
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The Easy Guide To AI In Power Pivot
Over the last year, I’ve been using AI in Power Pivot to build, clean, debug, and document models, and it’s completely changed how I work.
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3 Easy Ways To Use Python In Power BI
This guide is my step-by-step walkthrough of everything I wish I had access to when I first started mixing Python in Power BI.
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The Easy Guide To AI In Power Query
Learn the magic of AI in Power Query from using the advanced editor with ease to writing python scripts in seconds to manage data.
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I Tried 9 Tools To Find The Best AI For Excel
The best AI for Excel isn’t just one feature. It’s an entire tech stack that suddenly snapped into place, automating your entire workbook.
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7 Steps To Getting Started With Agent Mode In Excel
You tell Agent Mode in Excel what to do in natural language, and it executes those steps directly in your workbook on its own.
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The Easy Guide To Getting Started With OpenAI Agent Builder
In this guide, I’ll show you exactly how I built my first finance agent using OpenAI Agent Builder (with ChatGPT as my wing-man).
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The Easy Guide To Python In Excel Using ChatGPT
By integrating Python In Excel, it now brings data science and advanced analytics capabilities directly into the familiar spreadsheet environment.
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