Couverture de Excel at AI in Finance | CFO, FP&A, AI Tools, Claude, Microsoft Copilot

Excel at AI in Finance | CFO, FP&A, AI Tools, Claude, Microsoft Copilot

Excel at AI in Finance | CFO, FP&A, AI Tools, Claude, Microsoft Copilot

De : Mike Dion | Finance Leader AI Expert
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Corporate finance is breaking people. Twelve-day closes. 9pm Sunday spreadsheets. The slow drip of falling behind while every other post on your feed warns that AI is coming for your job. That's the spot most finance pros are stuck in right now, and it doesn't get better by working harder.

Excel at AI in Finance is the weekly podcast for finance pros who want out of the grind. Each episode runs less than your commute or coffee break and walks you through exactly how I'm using AI to automate the work that used to own my Tuesday night. Excel automation, Power BI, Python, Claude, Copilot, ChatGPT. The real tools, in the real finance jobs you run every week.

New Episodes Every Tuesday!

Want to connect?

Step 1: Subscribe to my YouTube channel for new AI tips, tricks, and hacks every week https://www.youtube.com/@f9finance

Step 2: Subscribe to the Finance AI Insider and get free access to my entire AI Library https://www.f9finance.com/newsletter/

Step 3: Join the Finance AI Lab and go hands-on to build the AI skills that make you the person your company can’t replace https://www.f9finance.com/lab/

F9 Finance LLC - 2026 - All rights reserved
Economie
Épisodes
  • Your Auditor Will Ask About AI in Finance. Here’s What CFOs Need Ready.
    Oct 13 2026

    Your AI tools got the number right. Can you show how?

    If your auditor asked who checked the AI's answer, who would raise their hand?

    Do you have a record of what you asked the AI to do? HIGHLIGHTS OF EPISODE Most finance teams now use AI tools to help produce their numbers, and most of the time the tools get it right. Then the auditor shows up. Most teams can't answer, because nobody kept a record of what the AI was asked or who checked the answer before it went into the report. Mike walks CFOs and finance pros through the three things an auditor will ask and what to have ready for each, so you can keep using AI and still enjoy a boring audit. This episode's sponsor is Finance AI Lab. Members who finish their first four roadmaps get about seven hours a week back. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/lab/ Contact -> hello@f9finance.com Podcast -> https://www.f9finance.com/podcast Connect -> Finance AI Lab, the private community for finance pros learning AI: https://www.f9finance.com/lab/ Instagram -> @f9finance TikTok -> @f9finance Resources -> https://www.f9finance.com/ai-library/ Next Steps: Step 1: Subscribe to our YouTube Channel: https://www.youtube.com/@f9finance/ Step 2: Get a free set of ready-to-use AI prompts and templates for finance work with the AI Library: https://www.f9finance.com/ai-library/ Step 3: Ready to launch your finance team into AI? Join the Finance AI Lab: https://www.f9finance.com/lab/ Excel at AI in Finance is for the finance pro, executive, and CFO looking to take their work to the next level. Mike is a senior finance leader breaking down AI tools like Claude, Microsoft Copilot, and beyond to reduce hours and prevent burnout. If you’re ready to break free from burnout in corporate finance and FP&A, it’s time to invest in AI for Finance.

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    13 min
  • AI Tools Saved Your FP&A Team Hours. So Why Is Everyone Still Here at 8pm?
    Oct 6 2026

    AI saved you two hours this week. Where did they go? If your AI tools are working, why are you still at your desk at 8pm? What would your FP&A team do with an hour nobody else gets to claim? HIGHLIGHTS OF EPISODE AI tools save finance pros real time every week, and the research backs it up. The catch comes after. About a third of those saved hours get refilled with more work, so the time never makes it home. Mike uses AI so his team spends the day on the thinking and still leaves on time, and he wants every CFO and FP&A lead listening to decide what a saved hour is for before somebody else decides it for them. This episode's sponsor is Finance AI Lab. Members who finish their first four roadmaps get about seven hours a week back. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/lab/ Contact -> hello@f9finance.com Podcast -> https://www.f9finance.com/podcast Connect -> Finance AI Lab, the private community for finance pros learning AI: https://www.f9finance.com/lab/ Instagram -> @f9finance TikTok -> @f9finance Resources -> https://www.f9finance.com/ai-library/ Next Steps: Step 1: Subscribe to our YouTube Channel: https://www.youtube.com/@f9finance/ Step 2: Get a free set of ready-to-use AI prompts and templates for finance work with the AI Library: https://www.f9finance.com/ai-library/ Step 3: Ready to launch your finance team into AI? Join the Finance AI Lab: https://www.f9finance.com/lab/ Excel at AI in Finance is for the finance pro, executive, and CFO looking to take their work to the next level. Mike is a senior finance leader breaking down AI tools like Claude, Microsoft Copilot, and beyond to reduce hours and prevent burnout. If you’re ready to break free from burnout in corporate finance and FP&A, it’s time to invest in AI for Finance.

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    12 min
  • Are AI Tools Worth It for FP&A? Most CFOs Can't Prove It
    Sep 29 2026

    Can you prove what your AI tools paid back this year?

    Who asked for the last AI project your team built? Why has the same payback problem shown up in surveys since 2007?

    HIGHLIGHTS OF EPISODE Are AI tools worth it for FP&A? Mike asks the question most companies skip. He tells the story of a client team that built six AI projects a week, and when he checked, almost all of them paid back nothing and nobody had asked for them. The problem is older than ChatGPT. The people who build these tools have reported it in a survey since 2007. CFOs and finance pros already know the fix: write down the starting number, then come back and check.

    This episode's sponsor is Finance AI Lab. Members who finish their first four roadmaps get about seven hours a week back. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/lab/

    Contact -> hello@f9finance.com Podcast -> https://www.f9finance.com/podcast Connect -> Finance AI Lab, the private community for finance pros learning AI: https://www.f9finance.com/lab/ Instagram -> @f9finance TikTok -> @f9finance Resources -> https://www.f9finance.com/ai-library/

    Next Steps: Step 1: Subscribe to our YouTube Channel: https://www.youtube.com/@f9finance/ Step 2: Get a free set of ready-to-use AI prompts and templates for finance work with the AI Library: https://www.f9finance.com/ai-library/ Step 3: Ready to launch your finance team into AI? Join the Finance AI Lab: https://www.f9finance.com/lab/

    Excel at AI in Finance is for the finance pro, executive, and CFO looking to take their work to the next level. Mike is a senior finance leader breaking down AI tools like Claude, Microsoft Copilot, and beyond to reduce hours and prevent burnout. If you're ready to break free from burnout in corporate finance and FP&A, it's time to invest in AI for Finance.

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    12 min
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