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How to build a storytelling financial deck with Claude in 15 minutes
This is absolutely mind-blowing.
Sep 25
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AI In Finance
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We are LIVE
The private live session just started. How to build financial decks with Claude.
Sep 24
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AI In Finance
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How to build financial decks with Claude starts tomorrow (LIVE)
We are hosting a private live session on Thursday, September 24, at 10:00 AM ET.
Sep 23
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AI In Finance
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Bring your ERP data without any manual work
So your CEO wants AI in finance? Imagine it’s month-end. You’re in NetSuite, late again, exporting reports into Excel. The numbers are correct, but the…
Sep 20
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AI In Finance
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Urgent Call for NetSuite finance teams who want AI
So your CEO and Board want AI in finance? Start here.
Sep 18
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AI In Finance
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How to build a 3-statement model and board deck with Grok Bot
Grok Bot just built our board model and deck as a CFO.
Sep 11
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AI In Finance
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How to build financial decks with Claude (LIVE)
The hardest part of finance is never the numbers. It's the story. A real AI-native CFO will show you how to build amazing financial decks with Claude…
Sep 5
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AI In Finance
35
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Grok Bot for CFOs and finance teams is insane
I gave Grok Bot our reporting pack, connected it to Gmail, and told it to update the board deck every night while I sleep. It works 24/7 like an…
Sep 4
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AI In Finance
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August 2026
How to build a cash flow forecast and storytelling dashboards with Claude
You can build a full 13-week cash flow forecast with Claude and accurate dashboards your CEO can trust.
Aug 28
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AI In Finance
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How to replace FP&A software with Claude using 3 skills
AI will not replace your FP&A team. But it will replace your FP&A software. Three Claude Skills you can download and run today.
Aug 21
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AI In Finance
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OpenAI's CFO Sarah Friar just published the AI finance playbook
OpenAI's CFO still closes the books manually. But she wants a zero-day close and continuously updated forecasting. 5 lessons for CFOs building an AI…
Aug 13
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AI In Finance
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How to do financial modeling with Claude
Claude is the new Excel. Finance people can use Claude to do advanced financial modeling and build a storytelling board deck.
Aug 7
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AI In Finance
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AI CFO Office
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