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AI for accounting, FP&A and finance
Practical guides to doing finance work with AI, in whichever assistant you use. Written by accountants who run their own books this way. Every guide ends in the same place: the AI drafts, and a person approves.
- Guides
Claude for finance and ChatGPT for finance: what they’re good at, and what changes when they can read your numbers
What Claude, ChatGPT and other AI assistants do well in finance work, where they go wrong, and why the useful part depends on what you connect them to.
- Guides
AI in your spreadsheet: Claude for Excel, Copilot and ChatGPT for finance work
What the three AI assistants that now live inside Excel are good at in finance work, where they go wrong, and a review habit that keeps a model trustworthy.
- Practice
Running a finance practice on AI: what to hand over and what to keep
For fractional CFOs, bookkeepers and small firms: which work AI does well, which work stays with a named person, how to handle client data, and how to talk to clients about it.
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