20 Ways to use AI for Accounting & Finance

Get the free Thomson Reuters toolkit with ready-to-use questionnaires, templates, and forms to build your advisory business 👇 https://tax.thomsonreuters.com/en/acc... Schedule a free strategy session to see how you can implement Model Wiz in your Business 👇 https://app.modelwiz.com/get-started?... Join 1,400+ CFOs in the AI Finance Club for weekly live masterclasses, proven use cases, and complete tutorials on automating finance with AI 👇 https://nicolasboucher.online/checkou... AI is transforming accounting and finance work in ways most professionals have never seen. This video reveals 20 uncommon strategies finance leaders are quietly using to automate workflows, generate Excel formulas instantly, and work 10x faster with tools like ChatGPT and advanced automation platforms. ⏱️ Timestamps: 0:00 Introduction - AI Dashboard Overview 0:42 Accounting Research Assistant 01:16 Financial Analysis 02:19 Excel Support 02:48 Connecting Gmail 03:28 SOPs and AI transcripts 04:35 AI Tax Preparation 06:05 AI Ledgers 06:50 AP Tools 07:44 Voice Dictation 08:25 Customer Support 09:20 Create a Dashboard 10:09 AI Video Presentation 10:58 Infographics & Figma Integration 12:00 Copilot 12:59 Excel Agents 13:40 Nicolas Boucher - Advanced Use Cases 14:20 Forecasting With AI 15:56 AI Data Automation 18:14 Create custom workflows with n8n 20:33 AI Finance Club Resources 21:05 Using AI as Your Coach ----- ABOUT THIS CHANNEL Looking to level up your career in Finance & Accounting? You're in the right place. Each week, I upload videos on accounting, FP&A, and Excel to help you grow in your career and learn something new. ⚡️ Check out my channel here:    / @yourcfoguy   Don’t forget to subscribe! 🔎 FIND ME AT https://www.yourcfoguy.com ➡️ Subscribe to my Newsletter! https://www.yourcfoguy.com/newsletter 🔗 FOLLOW ME ON SOCIAL Get updates or reach out to Get updates on our Social Media Profiles! LinkedIn:   / joshaharonoff   Twitter:   / yourcfoguy   #Accounting #Finance #kpi #excel