Most people use EBITDA to answer 'is this company profitable?' That's the wrong use. It's built for comparing operating performance across companies, not for understanding real cash flow.

Most CFOs are still watching tutorials from a year ago while the tools have already changed twice. This list is current as of now, Agent Mode included. 🔖 Save this

Top 21 Excel Formulas you must know Is there anything missing?

Become better than 95% using my AI Finance Vault 👉 Comment "Vault" and I will send everything to you for free (+ your invite to my AI Finance Masterclass) I am limiting this to the first 100 comments so be quick. I've trained 70,000+ finance professionals across companies like Mercedes-Benz, KPMG, and Rakuten. The biggest gap I see every time? Finance pros have the ambition to use AI. They just don't have the right resources to start. So I put 6 of my best resources into one vault and I'm giving it away for free. Here's what's inside: 📘 AI-Powered CFO Playbook → How to run your finance function with AI from day one 📗 The Finance Collection (2026 version) → Templates, cheat sheets, guides, and checklists in one pack 📙 17 AI for Finance Resources (2026 version) → Excel AI Agent Mode, financial models, ChatGPT for FP&A, AI in Accounting 📒 The 30-Day AI Finance Playbook → A structured path to becoming AI-first in 30 days 📕 Claude Finance Playbook → Practical ways to use Claude for real finance work today 📓 100 Tips for AI in Finance → The practical guide to using AI across your entire finance role This vault is worth $2,000+ in saved training time. I've seen CFOs and FP&A managers spend weeks trying to figure this out on their own. This shortcut didn't exist when I started. Now it does. 👉 Comment "Vault" to get all 6 resources sent directly to you. ♻️ Repost to help a finance colleague who is still doing things the old way.

When you're a CFO and your kids ask what you actually do for work... This is probably the easiest way to explain it And if you're a CFO or finance leader trying to understand AI the same way, I also teach a free AI CFO Masterclass designed to make AI practical for finance 💬 Comment "CFO" and I'll send you a free invite

69 seconds. That's how long it took to consolidate Actuals, Budget, and Forecast once the data was in one structured table instead of separate tabs. 3 changes to use AI in Excel like a pro, below.

My rule for choosing a Claude model never changed. Use Sonnet for most of your work, Opus when it gets complex, and only reach higher when you actually need it. 👇 Here's why Fable 5 isn't it for most finance tasks piped.video/CT2v2uj8kow?si=XwL9…

Claude Skills for finance Which of these are your team already using? 🔖 Save this & share to your finance team 💬 Comment "Claude" and I'll give you an exclusive link to my free AI CFO masterclass!

Do you use Copilot in Excel for model or data work? Formulas, cleaning a sheet, checking a model? This is one of 8 questions in my free Copilot scorecard. Vote below, then get your actual level here: form.typeform.com/to/BvH6bxH…

Google just started sunsetting Gemini Gems in favor of Skills, migration begins in November. If you built workflows as Gems, this comparison is the one to read before they convert automatically. 💬 Comment GEMINI for a masterclass invite!

Discover the McKinsey 7s Framework

The Finance Collection (to become better than 90% in 2026) 👉 Comment "Finance Collection" and I will send your copy This is the premiere release of this collection and includes 4 of my top AI for finance resources This Finance collection can save you 100s of hours in 2026 And it is worth $1000+ Most people don’t need more finance theory They need plug-and-play resources they can use today So I bundled my best finance resources into one FREE pack: Finance 101 Collection Inside the collection, you will find: 1. 100 ChatGPT Tips (PDF) 2. AI-Powered CFO (PDF) 3. Month-End Checklist (Word) 4. n8n Ultimate Cheatsheet (PDF) 5. The Ultimate Finance Cheat Sheet (PDF) 6. Top 100 Excel Tips (PDF) 7. Break-Even Analysis Template (Excel) 8. Budgeting Checklist (Word) 9. Financial Statements Template (Excel) 10. The 30 Day AI Finance Playbook (PDF) I’ve seen CFOs and executives spend hours second-guessing numbers they could’ve understood in 10 minutes with the right template This is because no one gave them a simple starting point That’s what this collection is: The shortcuts I wish more people had earlier 👉 Comment "Finance Collection" if you want to receive the link to download this ebook. ♻️ Repost to help someone who’s tired of feeling behind on finance

The line at the bottom is worth reading first if you're on a Mac: swap Ctrl for Cmd and most of this list just works. Nobody tells you that until you've already fumbled through combos that don't. 🔖 Save this & follow me for more AI tips!

Hours building a financial model, only to find a formula error on row 47. One wrong assumption and your 24-month projection is off by 30%. Here's how Claude fixes that, 3 different ways, below.

I typed two words into ChatGPT Work. It handed me back a cleaned up Excel file, a branded HTML dashboard with my KPIs, and a PowerPoint. All from the same file. 👇 Full tutorial below piped.video/uN57-eyFj3o?si=3bZC…

Top 21 Excel formulas! 👉 Get the top 100 Excel shortcuts here: nicolasboucher.online/lm-top…

Most people think Claude's biggest risk is a wrong number. It's actually number 18 here: Claude will not push back on a bad brief, it just does what you asked. The guardrails are yours to build. 🔖 Save this.