Members-only Finance trends The rise of banking as a service: Transforming the financial landscape A new paradigm is emerging that is poised to revolutionize the way we think about banking. Banking as a Service (BaaS) is a cutting-edge concept that is reshaping the financial ecosystem, offering a glimpse into the future of banking....
Members-only AI & Automation Why ‘black box’ AI is failing FP&A and what to use instead If you’ve ever doubted an AI-generated forecast, this article shows you how to finally understand and trust the numbers....
Members-only AI & Automation How AI is transforming financial modeling & sales forecasting in enterprise tech This article explores how AI is transforming financial modeling and sales forecasting (two pillars of enterprise strategy) and helping finance teams shift from reactive to proactive operations....
Members-only AI & Automation Building AI capabilities for financial growth Learn the ten crucial steps for implementing AI, with practical insights on overcoming common challenges and scaling AI adoption across your finance team....
Members-only AI & Automation How to use ChatGPT for data cleaning In this blog post, I’ll explore how these features can be applied in day-to-day financial analysis and provide a comparison with PowerQuery’s data cleaning capabilities....
Members-only Articles How to use Grok 3 in finance and FP&A Elon Musk's artificial intelligence venture, xAI, has unveiled its latest AI model, Grok 3, calling it "scary smart." Let's see if it's got what it takes to assist you in financial planning, analysis, and beyond....
Members-only AI & Automation How to use ChatGPT Canvas for finance & FP&A OpenAI has just dropped a game-changer for ChatGPT users: Canvas. This new tool opens in a separate window, making it easier than ever to collaborate with ChatGPT on specific projects....
Members-only AI & Automation How to use GPT-4o mini in Excel & Google Sheets OpenAI has made a significant stride in making AI more accessible with the release of GPT-4o mini, their most cost-efficient and intelligent small model yet....
Members-only AI & Automation How to predict revenues using machine learning within FP&A By analyzing historical sales data, marketing efforts, economic indicators, and even customer sentiment, machine-learning models can identify patterns and trends that are difficult for humans to see....
Members-only AI & Automation How to use GPT-4o in finance (and data analysis) You can now upload Excel, CSV, and other spreadsheet files directly to GPT-4o. No more copying and pasting data into ChatGPT manually, which makes the entire process of analyzing complex data sheets a lot easier and less time-consuming....
Members-only AI & Automation The rise of AI in FP&A: What you need to know AI in FP&A won’t make you or your role obsolete. But it will help automate routine tasks and give you more time for strategic initiatives. Keep reading to find out how....
Members-only Articles How to use Azure OpenAI 'On Your Data' in Finance You can now leverage the power of OpenAI models, like GPT-4, with your data. On Your Data incorporates the innovative capabilities of the RAG (Retrieval Augmented Generation) model, directly “on your data” with enterprise-grade security on Azure....
Members-only AI & Automation FP&A automation: Trade manual work for strategic impact If you’re ready to step off the reporting treadmill and focus on projects that drive valuable insights and strategy, then it’s time to embrace automation in FP&A....
Members-only Articles 15 best FP&A tools and software Want to choose the best FP&A tools for your business but don’t know where to start? This guide breaks down the top tools tailored to your needs....
Members-only Finance transformation How to build custom AI copilots with Microsoft Copilot Studio Microsoft's latest technological marvel, Copilot Studio, announced at Ignite 2023, marks a revolutionary step for finance professionals....