Claude x NotebookLM for CFOs. Any document. Board-ready presentations. Instantly.
How this CFO went from a commute conversation to a 30-page policy and two board decks using ChatGPT, Claude, and Google NotebookLM.
Two years ago, if a CFO needed to build a transfer pricing policy, here’s what happened.
You’d open PowerPoint. Go slide by slide. Spend hours trying to create a narrative about entity structures, pricing methodologies, and compliance frameworks.
You’d draft the policy in Word. Review it with tax. Rewrite half of it.
Then build the presentation again because the policy changed.
Weeks. Sometimes months.
At our last AI CFO insider event, a CFO showed 40 finance leaders how he did it in one afternoon.
Five entities. China, Spain, Italy, the UK, and Dubai.
Intercompany flows everywhere. No policy document existed. Just scattered notes and a high-level consultant report that covered half the picture.
By the end of the day, he had a 30-page transfer pricing policy and two executive presentations, one for the finance team and one for the CEO.
3 AI tools. 5 steps.
See the real AI CFO workflow.
Let’s dive in.
How To Use NotebookLM for CFOs
Before I walk you through the workflow, I need to talk about the tool that ties it all together at the end.
Google NotebookLM is one of the most underrated AI tools in finance right now.
Most CFOs haven’t heard of it.
The ones who have think it’s just another chatbot. It’s not.
NotebookLM is built for one thing:
Taking complex documents and turning them into structured, digestible output. You can upload up to 30 sources at the same time. It reads all of them and helps you understand the full picture without you having to say anything.
Upload a policy document and it can:
Generate a mind map. That visualizes the entire structure, every section, every connection, every dependency, so you can see the full picture in seconds.
Create a podcast-style audio summary where two AI hosts walk through your document conversationally. And here’s the wild part.. you can even dial into your own podcast as a guest and discuss the content live. Is it a bit of a gimmick? Maybe. But try listening to your own transfer pricing policy on your drive home.
Build presentation slides that pull the right context from your document automatically. Not generic summaries. Slides that understand what your document is actually about and adjust the depth based on your audience.
That last one is what makes this entire workflow possible.
