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Excel’s Game-Changing COPILOT Function: Why My Previous AI Recommendations Just Changed
TL;DR: Microsoft just launched the revolutionary COPILOT function in Excel, bringing AI directly into spreadsheet cells. This changes everything I recommended in my previous Copilot vs Claude comparison. While Claude still excels for complex Power Query work, Excel’s new COPILOT function delivers the speed, flexibility, and native integration that transforms how we work with data—without… Continue reading
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Copilot vs Claude for Excel: Which AI Assistant Wins for Formula Building?
TL;DR Copilot offers seamless integration directly in Excel, but requires OneDrive auto-save, responds slower, and provides limited formula alternatives. Claude delivers faster responses with multiple formula options and excels at Power Query M code, but requires copying/pasting between windows. For basic users, Copilot’s integration wins despite its limitations. For advanced users or those preferring file… Continue reading
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The Apple and AI Conundrum
It’s been painful to watch Apple lag behind in the Artificial Intelligence (AI) race, especially given that it was a pioneer in conversational AI with the launch of Siri in 2011. Siri marked the start of a new phase in the industry, and set expectations for future innovation. Since then, however, Apple has struggled to… Continue reading
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Implementing Predictive Analytics in Financial Forecasting: An AI-Driven Approach
Although traditional financial forecasting methods, such as Excel-based models and historical trend analysis, have made notable progress, these approaches often rely on manual inputs, are susceptible to human error, and fail to account for external variables that significantly influence performance. Moreover, they tend to focus on short-term horizons, making it difficult for businesses to anticipate… Continue reading
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Tariff Impact: Beyond Headlines to the P&L Reality for Emerging Businesses
Overview The ping-ponging news on tariffs has been very confusing for emerging businesses and clients that I service through my CFO services practice. The international trade commission has found that while steel and aluminum producers may benefit from tariffs imposed by President Trump, the overall economic repercussions could be detrimental, particularly for downstream industries. In… Continue reading
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Navigating ASC 606 in the SaaS World: Strategies for MRR and ARR Recognition
I recently implemented an ASC 606 system in an emerging company that needed to move from cash revenue accounting to accrual revenue accounting. Emerging businesses face this issue when they start raising capital and external parties and investors want to see audits. This whole process gets particularly tricky in situations where there is no contracted… Continue reading
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Crypto futures trading can produce serious returns with predictive algorithms
Introduction to Crypto Futures Trading Crypto futures trading is a type of trading that involves buying and selling contracts that speculate on the future price of a cryptocurrency. This type of trading allows traders to profit from price movements without actually owning the underlying asset. Traderie, a popular trade finder platform, has facilitated over 236,474,422… Continue reading
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Understanding the Rule of 78s: A Critical Tool for Recurring Revenue Forecasting
I recently created a series of financial calculators for businesses on my firm’s website. Shortly after I added the rule of 78s calculator, a useful concept I have used for years, I met a SaaS banker who had never heard of the rule of 78s. I learned the rule from some of the founding executives… Continue reading
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Using ChatGPT for Data Cleaning
I’m always on the lookout for tools that can streamline financial analysis and provide valuable insights. One such tool that has caught my attention is ChatGPT’s data analysis features, which emphasize the importance of clean data for ensuring the accuracy and reliability of datasets. Data cleansing, especially when utilizing AI tools like ChatGPT, is crucial… Continue reading
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An AI Crystal Ball? How We Predict Future Outcomes Using a Temporal Fusion Transformer Model
Introduction to Deep Learning Models Deep learning models have revolutionized the field of time series forecasting, offering significant performance improvements over traditional methods. These models are particularly well-suited for handling complex temporal relationships and high-dimensional data. In this section, we will introduce the basics of deep learning models and their applications in time series forecasting.… Continue reading
