Finance & AI Blog

Practical guides on AI financial modeling, DCF analysis, and Excel templates for CFOs and corporate finance teams.

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June 22, 2026AI Finance

Using AI to Support Accruals, Provisions & Estimates โ€” Without Losing Judgment

A framework for financial controllers using AI to support accrual and provision calculations and document the judgment behind every estimate, without letting AI quietly make the judgment call.

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June 21, 2026AI Finance

Audit-Ready Faster: AI for PBC Lists & Auditor Requests

How financial controllers use AI to triage and respond to PBC (prepared-by-client) lists faster, with a prompt for matching auditor requests to existing documentation and flagging real gaps early.

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June 21, 2026AI Finance

AI in Multi-Entity Consolidation: Eliminations, FX & Consistency Checks

How AI helps financial controllers catch consolidation errors across multi-entity groups โ€” intercompany eliminations, FX translation consistency, and chart-of-accounts mapping โ€” before they reach the consolidated statements.

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June 20, 2026AI Finance

AI for Journal Entries: Drafting, Coding & Plausibility Checks

How financial controllers use AI to draft journal entries from source documents, check account coding, and catch implausible entries before they post โ€” with a copyable review prompt.

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June 20, 2026AI Finance

Turning Excel Tables Into Narrative: AI for KPI & Management Dashboards

How to use AI inside Excel to turn KPI dashboards into plain-language management commentary, with a prompt for translating a metrics table into something a non-finance reader actually understands.

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June 19, 2026AI Finance

AI-Powered Reconciliations: Bank, Intercompany & Balance Sheet

How AI helps financial controllers flag reconciliation exceptions faster across bank, intercompany, and balance sheet accounts โ€” with a prompt for prioritizing what to investigate first.

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June 19, 2026AI Finance

AI Cash Flow Forecasting: Rolling Forecasts & Scenario Planning

How to use AI to build and maintain a rolling 13-week cash flow forecast in Excel, including a scenario-planning prompt for best/base/worst case in minutes instead of hours.

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June 18, 2026AI Finance

From Raw Numbers to Board-Ready Commentary with AI

How financial controllers use AI to turn management accounts into a board-ready narrative โ€” structure, prompt, and the review checklist that keeps it accurate.

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June 18, 2026AI Finance

Automating Variance Analysis & Flux Commentary with AI

A before/after walkthrough of AI-powered variance analysis and flux commentary for financial controllers โ€” what to feed the model, what to check, and a copyable prompt for your next close.

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June 17, 2026AI Finance

How AI Cuts the Month-End Close in Half: A Controller's Playbook

A step-by-step playbook for using AI in the month-end close โ€” which tasks to automate, where the human checkpoint sits, and a copyable prompt to narrate your close status in under five minutes.

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June 16, 2026AI Finance

What Is an AI Financial Controller? Definition, Skills & Roadmap 2026

A working definition of the AI-augmented Financial Controller โ€” what it means, the three layers of augmentation, the skills required, and a practical six-month roadmap for 2026.

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June 16, 2026AI Finance

AI for Financial Controllers: The Complete Guide 2026

A practical guide to AI adoption for Controllers โ€” what AI actually does in a close workflow, which tools matter, how to build your first AI-integrated process, and how to govern it without audit risk.

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June 14, 2026AI Finance

How to Build a Claude-Powered System for Your Finance Team in 2026

A practical architecture and step-by-step guide for connecting Claude to your financial data โ€” from raw exports to AI-generated reports, with a human checkpoint.

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May 2, 2026Financial Modeling

AI Financial Modeling Tools for CFOs: Complete Guide 2026

Compare the best AI financial modeling tools for CFOs in 2026. From Excel-native templates to enterprise SaaS platforms โ€” find what fits your team's size and data privacy requirements.

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April 28, 2026Excel Templates

Best DCF Model Templates for Corporate Finance Teams in 2026

Compare the best DCF model templates available in 2026. From free learning tools to AI-powered professional-grade models โ€” find the right template for your valuation work.

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April 25, 2026AI Finance

How AI Is Transforming DCF Analysis in 2026

AI DCF analysis reduces modeling time from 4โ€“6 hours to under 30 minutes, eliminates the three most common error sources, and lets finance teams run 10x more scenarios. Here's how it works.

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