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.
Automation Tools
When it comes to working smarter in finance, automation tools aren’t a nice-to-have, they’re a must. These articles are your go-to guide for cutting through the noise and finding the tech that actually saves you time and sanity. From accounting software that eliminates manual data entry to financial planning tools that deliver insights on autopilot, I’m digging into the automation solutions that matter. These articles go beyond shiny features and buzzwords. I break down how automation tools fit into your real-world finance workflows—whether you’re streamlining budgets, speeding up reconciliations, or building dashboards that update themselves. We’re talking about software that pulls its weight, integrates cleanly, and frees you up to focus on strategy, not spreadsheets. So whether you’re new to finance automation or ready to level up your tech stack, this is where you’ll find practical reviews, real-life case studies, and no-nonsense advice to help you choose tools that actually deliver. Finance software doesn’t have to be a headache, let’s make it your competitive edge.
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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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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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Claude For Excel Vs Copilot: My Experience
I tried Claude For Excel vs Copilot head to head so you don’t have to, and the results were surprising.
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The Easy Guide To Tableau For Finance
You do not need to know everything about Tableau For Finance to use it well. This guide will get you up to speed fast with the essentials!
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The Easy Guide To Google AI Studio For Finance
You’ll learn exactly how to use Google AI Studio to automate commentary, build interactive bots, and analyze dashboards.
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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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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 Building AI Agents in n8n for Finance
Every month-end, the same story plays out: spreadsheets flying through email, version control nightmares, and analysts burning midnight oil to tie out the balance sheet. By the time we’ve wrangled the data, we’re too exhausted to analyze it, let alone make it actionable. But here’s the shift that’s quietly changing everything: AI Agents. AI Agents aren’t just another automation trend or flashy tech demo. They’re the next evolution of finance workflows, automations that don’t just follow rules, but actually reason through steps like a junior analyst would. Instead of you telling the system, “Do this, then that,” you can tell it: “Pull the latest actuals, check for major variances, and draft commentary for anything over 10%.” And it’ll go do it, without you touching a…
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