AI In Finance

AI isnโ€™t some sci-fi fantasy anymoreโ€”itโ€™s reshaping finance right now, and if youโ€™re not riding the wave, youโ€™re getting left behind. Thatโ€™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 worldโ€”no robot overlords, just smarter tools that help you ditch the grind and focus on the big stuff. Whether itโ€™s using AI to build better forecasts, clean up your data faster, or surface insights your old reports missed, youโ€™ll find hands-on advice that you can put to work today.

Iโ€™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 weaponโ€”not something to fear, but something to wield. Whether youโ€™re just starting to explore AI or looking to sharpen your edge, this is where we break it down.

  • The 3 Best Ways To Use Claude For Finance

    Artificial intelligence has been shaking up just about every industry you can think of, and corporate finance is no exception. Gone are the days when we had to grind through endless spreadsheets or decipher cryptic financial reports with nothing but a highlighter and a calculator. Now, tools like Claude AI are stepping in and flipping the script. If you havenโ€™t heard of Claude for Finance yet, allow me to introduce you to what might just become your new best friend in the finance world. Think of Claude as your virtual finance guruโ€”an AI model designed to dissect complex data, offer sharp insights, and even do some of the heavy lifting on tasks that used to consume your entire afternoon. Itโ€™s not just smart; itโ€™s intuitive…

  • The 7 Best Ways To Use ChatGPT For Finance

    Welcome to the AI revolution, where corporate finance is getting a much-needed shake-up. At the heart of this disruption is ChatGPT for Finance, a generative AI powerhouse thatโ€™s more than just a techy buzzword. Think of it as a tool that can transform your workflows, supercharge decision-making, and help financial professionals get back some of those hours lost to drudgery. For finance teams juggling endless reports, budget approvals, and compliance tasks, ChatGPT offers a game-changing edge. It automates repetitive tasks, refines complex analyses, and delivers insightsโ€”all while you sip your morning coffee. Whether youโ€™re trying to pull together a sleek forecast or make sense of last quarterโ€™s data, this AI tool is like the co-worker who never sleeps. But donโ€™t worry, weโ€™re not about to…

  • Save Hours By Automating Accounting Processes (It’s Easy!)

    Picture this: itโ€™s the end of the month, and youโ€™re buried under a mountain of invoices. Some donโ€™t match up. Others are missing details. Youโ€™ve spent hours playing detective, chasing down errors, and trying to reconcile the numbers. Sound familiar? If youโ€™ve been caught in the chaos of manual accounting, you already know that itโ€™s a bit like using a flip phone in a world of smartphonesโ€”time-consuming, frustrating, and, well, outdated. Enter accounting automation. Simply put, itโ€™s the use of software to handle the repetitive, manual tasks that keep your finance team tied up, like data entry, reconciling accounts, or generating reports. Automation takes the grunt work off your plate so you can focus on more strategic (and less headache-inducing) tasks. Beyond saving time, it…

  • AI Investing Made Easy (TrendSpider Tutorial)

    Hereโ€™s a question to kick things offโ€”how much of your investing process could you actually hand off to a machine? Picture this for a moment. Instead of juggling spreadsheets, squinting at endless charts, and Googling โ€œbest stock to buy right nowโ€ at 2 a.m., what if an AI-powered sidekick could handle the heavy lifting for you? Sounds pretty dreamy, right? Well, this isnโ€™t some far-fetched fantasy; itโ€™s the power of finance automation. The AI revolution is changing the landscape of investing, transforming traditional business models and creating new opportunities for investors. AIโ€”a term youโ€™re probably hearing everywhere these daysโ€”is rewriting the rules of investing. And tools like TrendSpider? Theyโ€™re the secret weapon for investors looking to trade smarter and leave outdated, manual methods in the…

  • The Easy Guide To AI Analytics For Finance

    Imagine automating the most soul-crushing parts of your finance job. Yep, the endless hours of spreadsheet wrestling, the mind-numbing manual data checks, and those painfully slow month-end close rituals. Thatโ€™s AI analytics for youโ€”a game-changing tool thatโ€™s shifting how finance professionals work and putting some sanity back into the chaos. AI in finance isnโ€™t just some shiny buzzword thrown around in tech circles. This is real innovation, and itโ€™s rewriting the rules. Whether itโ€™s streamlining predictions, catching fraud in real-time, or giving you insights faster than you can say โ€œpivot table,โ€ AI analytics tools are stepping in where traditional tools have hit their limit. Itโ€™s fast, itโ€™s smart, and honestly, itโ€™s the edge you didnโ€™t know you needed. The purpose of this guide? To cut…

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    My Experience Using Copilot For Excel

    Microsoft Copilot for Excel is an AI-powered assistant embedded directly within Excel. Itโ€™s designed to augment the user experience by automating repetitive tasks, offering formula suggestions, creating charts, and even generating insights from your data. Whether youโ€™re working on a budget, a project report, or a financial forecast, Copilot is intended to lighten the load, transforming your approach to data analysis. Unfortunately, I havenโ€™t been impressed by Copilot in its current state. While the concept is great, the execution falls short. Hereโ€™s my experience using Copilot for Excel and why I think it still has a long way to go. Live Demo Of Excel Copilot The Good: Concept and Potential Letโ€™s start with the good stuff. The concept of having an AI assistant within Excel…

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