GL reconciliation in Microsoft Copilot, from one chat to an app your team runs
I ran one GL reconciliation through Microsoft 365 Copilot Chat, Cowork and Code, with the prompt for each mode and what each one costs.
AI Tools for Finance
I test AI tools on real finance work before writing about them. Claude, ChatGPT, Copilot, Gemini, and the finance-specific tools that keep turning up in sales demos. Comparisons with a verdict at the top, plus the three tool guides below.
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5 Ways Around Claude Usage Limits and Token Cost for Finance Teams
Claude usage limits and token bills hit finance teams hard. Five ways I cut the cost of one monthly variance review, from model choice to a script.
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How to build a Power Automate flow with Claude (without the flow designer)
I typed one paragraph into Claude and it built a Power Automate flow in my tenant. The setup, the prompts and what to check before you trust it.
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How To Embed Power BI In SharePoint With Copilot Turned On
Embed Power BI in SharePoint with Copilot turned on, so anyone in the business can ask your dashboard questions. Setup, costs and the checkbox to watch.
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How To Set Up Power BI Copilot And What It Really Costs
Power BI Copilot needs a paid Fabric capacity, not Pro. Here’s the full setup, what an F2 really costs, and what the tool does once it’s running.
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My AI finance stack, and what I dropped
The question I get more than any other is some version of: fine, but what do you actually use? Fair question, and most answers to it are useless because they list everything the writer has an affiliate link for. So this is the short version, organized by what each thing is for, with a link to the post where I put it through real work. There is also a section on what I stopped reaching for, which is usually the more useful half. Current as of 29 August 2026. This page gets updated rather than rewritten, so the date at the top is the one that matters. The whole stack on one screen The job What I use Where I put it through real work…
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How To Use Copilot Finance Skills In Excel
Microsoft shipped finance skills into Copilot for Excel. What is in the box, what it misses, and the two skills I wrote to cover a monthly close.
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Claude Projects for Finance, One Project Per Cycle
A Claude Project is a workspace with its own knowledge base, its own instructions and its own memory. You load the documents once, write the standing instructions once, and every conversation inside it starts already knowing your business. Most explanations stop at calling it a folder for chats. That undersells the part that matters for finance work, which is that each project accumulates its own separate context and keeps it away from everything else you do. The decision that matters is how you slice them Nearly everyone starts with one project called Work, fills it with everything, and then wonders why the answers get vaguer. The knowledge base is doing its job. You gave it too many jobs. Anthropic’s documentation is explicit that each project…
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Copilot for Finance, and What Your License Includes
Most people do not choose Microsoft Copilot. It arrives, because the company already pays for Microsoft 365 and somebody in IT switched it on, and then the question becomes what you can do with it. That is the honest framing for this whole page. With Claude or ChatGPT you pick a tool and learn it. With Copilot you find out what your license includes and work from there. So this starts with the license, because that is where everyone gets stuck, and then covers each surface in the order you are likely to reach for it. Start here, because the license decides everything else Microsoft 365 Copilot is a paid add-on. It is not included in a standard Microsoft 365 Business or Enterprise subscription, and…
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How To Use Gemini Notebook for Finance
Google renamed NotebookLM and gave every notebook a cloud computer that runs Python on your files. I gave it a P&L, a general ledger, six months of bank data and 336 manager comments, and it built my month-end review pack in 20 minutes.
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