Archive - AI CFO Office

Stop chasing smarter AI. Build the Agentic Finance Office

AI models are hitting a wall. They're smart on paper, but in the trenches of finance they fail.

Aug 17 •

How to customize GPT-5 for finance

Customize GPT-5 to think like a CFO.

Aug 14 •

How to use GPT-5 in finance (evidence-based)

2 GPT-5 Prompts for Saas Finance Dashboard + MRR forecast

Aug 10 •

How I used ChatGPT Agent to build an interactive Board Dashboard in 10 minutes

Let ChatGPT Agent prepare you for your next board meeting with storytelling dashboards.

Aug 7 •

How to automate Cash Reconciliation and Reporting with ChatGPT Agent

Let ChatGPT Agent do your Reconciliation and Reporting.

Aug 3 •

July 2025

2 reasons why every CFO must be excited about AI Agents

Here’s my advice on AI (and what I’d tell my team):

Jul 31 •

How to automate finance functions with ChatGPT Agent

I automated the entire painful intercompany matching process with ChatGPT Agent.

Jul 24 •

How to use AI to get out of Excel Hell

I spoke to a CFO of a $300 million company who said, Every financial metric is bullshit.

Jul 20 •

The $100 Million CFO

Bet big, move fast, build lean.

Jul 17 •

Exclusive: Shopify's VP of Finance shares AI secrets

A new template for every CFO and finance team that wants to stay relevant.

Jul 13 •

The AI reality for CFOs and finance builders

AI is becoming a part of you and you can't stop it.

Jul 10 •

How to think with AI

The biggest opportunity for strategic finance is here.

Jul 6 •

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