AI tools finance professionals should know in 2026: where to start
A practical guide to ChatGPT, Claude, n8n, Make, Zapier, Notion and the technical basics finance professionals need, with a manageable learning plan.
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ChatGPT’s October mobile update: a finance-team perspective
OpenAI’s October update brings dot setup to mobile. For finance teams, the useful question is how ongoing AI work is scoped and…
Claude Haiku 5.5 arrives: what finance teams should test first
Anthropic’s October model release targets fast, high-volume work. Here is a sensible way to assess its relevance to finance operations.
Six AI-assisted finance automations you can start small
Practical automation ideas for reporting, collections, document intake and reconciliations, with clear inputs, outputs and review points.
Seven finance career profiles worth exploring in the AI era
Explore what finance automation, data stewardship, AI reporting and other evolving roles involve, the skills to build and a practical first project.
AI financial reporting for SMEs: start with one useful dashboard
Before buying another AI tool, choose the business decision your reporting should improve. A practical starting plan for SME owners and finance…
From accountant to AI-enabled finance: a practical 30-day plan
You do not need to abandon accounting to work with AI. Build a small, reviewable finance project and make your next career…
Your first finance portfolio: one project with Excel, Power Query and Power BI
Build a small finance project you can explain in an interview: clean the data, check the totals and turn a dashboard into…
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