ABOUT

I am a Director of Finance and Chartered Accountant with over 20 years of experience across corporate finance, financial reporting, and data analysis. The kind of work where accuracy matters, deadlines don't move, and the spreadsheets have consequences.

A few years ago I started testing AI tools against real finance work - not demos, not hypotheticals, but the actual day-to-day. Month-end closes, reconciliations, data extraction, report writing. Turns out AI can handle a lot of it. But it takes the right tools, the right approach, and a lot of reps to find out what actually works.

Now I build workflows, document what delivers, and share it so other finance teams don't have to figure it out from scratch.

APPROACH

When AI doesn't deliver, the technology is rarely the problem. It's usually the tool, the setup, or the instructions. Getting good at it is a skill - and like most skills, it compounds with practice.

I don't write about what AI could theoretically do for finance teams. I write about what it actually does, tested against real work. If it doesn't save time or improve the output, it's not worth your attention.

A lot of what circulates online about AI in finance is templates - comment a word and someone sends you a prompt. Templates are a useful starting point. But results depend on context. You get good at AI by using AI, and there is no shortcut to that.

The way finance work gets done is changing. I write about what that looks like from the inside.

CONNECT

If you want to compare notes or just talk AI in finance, find me on LinkedIn.