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.
AI Tools
When you’re deep in financial analysis, the last thing you want is to waste time reinventing the wheel. That’s where this collection of calculators comes in. Whether you’re working out interest expense, net present value (NPV), internal rate of return (IRR), dividend yields, or other key metrics, these tools are built to help you get accurate answers fast. In this category, you’ll find calculators designed specifically for business finance — no generic fluff, just practical tools that fit real-world workflows. Each calculator comes with clear guidance so you’re not just punching in numbers blindly, but actually understanding the logic behind the formulas. From quick checks on your assumptions to building blocks for your models, these calculators help you save time and reduce errors. Think of it as your finance toolkit — ready when you need to double-check a valuation, stress-test a forecast, or sanity-check an investment decision. Whether you’re an analyst, manager, or just a finance nerd like me, these calculators are here to make your life easier.
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How to Use AI in Accounting, 7 Jobs It Does Well and 3 It Does Not
Accounting gets pitched AI as a way to close faster. That is the least interesting thing it does, and it is the thing most teams try first. The close is a process problem. Most of what slows it down is a person waiting on another person, and no model fixes that. The accounting function has a different set of jobs, and AI is genuinely good at some of them. So this is seven jobs where it earns its place in an accounting function, three where it does not, and the line between them. If you want the close specifically, automating the month-end close covers that, and account reconciliation covers the single biggest piece of it. Seven jobs it does well 1. Reading a contract and…
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Rolling AI Out to a Finance Team Without Breaking the Close
Most AI rollouts in finance teams are a license purchase and an email. Six weeks later two people use it daily, everyone else tried it once, and nobody can say whether the close got faster. The tools are the easy part. What decides whether this works is who owns what, what people are allowed to put into it, and what happens the first time it is wrong in front of the CFO. So this is the rollout, not the tool list. If you want the tools, AI tools for finance is the roundup. This page assumes you have picked one. Decide who owns it before you buy anything An AI rollout with no owner becomes IT’s problem, and IT will secure it correctly and never…
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AI Excel Formulas, and How to Check One
A model writes an Excel formula in two seconds. Checking it takes ten minutes, and the ten minutes is the job.
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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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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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Claude Fable 5 for Finance, Tested on Launch Day
I tested Claude Fable 5 on real finance files the day it launched. Here’s how Anthropic’s new model handles data modeling, variance review, and cash analysis.
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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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Custom Power BI Visuals With Claude
Learn how to build custom Power BI visuals using Claude and the free HTML Viewer, no coding or developer needed. Includes exact prompts for finance variance reporting.
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How to Build a 13-Week Cash Flow Forecast With AI
Learn how to use Claude Cowork to build a 13-week cash flow forecast from your actual bank and P&L data.
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