ChatGPT Work vs Claude Cowork, Three Finance Jobs Tested
I ran ChatGPT Work and Claude Cowork through the same three finance jobs on day one, same files and skills. Here is which AI agent I would trust with your close.
ChatGPT for Finance
ChatGPT is where most finance people start, and for good reason. It is the easiest to pick up. Custom GPTs, Agent Builder, Python in Excel, and the head-to-heads against Claude on real analysis. What it is good at, and the jobs I hand to something else.
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I Tested ChatGPT 5 Versus Claude Opus on Real Finance Work
I ran both flagship AI models through 3 real finance tasks. One came out ahead.
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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 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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OpenAI Agent Builder Is Shutting Down, What to Do Now
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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Python in Excel for Finance
By integrating Python In Excel, it now brings data science and advanced analytics capabilities directly into the familiar spreadsheet environment.
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Custom GPTs for Finance, and Who Can Still Build One
In this guide, I’ll walk you step by step through the exact, easy process I use to build my finance-focused custom GPTs.
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ChatGPT for finance, what it earns its place doing
ChatGPT is where most finance people start with AI, and for good reason. It is the easiest to pick up and the one your colleagues already have open. This page is the index for everything I have written about using it on finance work: which plan you need, what it is genuinely good at, what your admin can and cannot see, and links to the five things I have tested properly. Checked against current documentation on 29 August 2026. Where something moves quickly, like pricing, I have linked rather than printed it. Which plan you need There are six tiers now: Free, Go, Plus, Pro, Business and Enterprise. The line that matters for finance work sits between Free and Plus. Free does not include custom…
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