Practical guides on financial modeling for PE-backed CFOs and M&A analysts.
Latest · persistent memory financial model
An AI agent forgets your model between sessions. Six things have to persist for the next session to start where the last one stopped, plus how to test each.
· 9 min read
Read article →client contract prohibits AI
Client contracts increasingly ban AI on confidential financials. What those clauses forbid, what providers do with your data, and four workflows that comply.
· 13 min read
finance engineer job description
We read every finance engineer posting we could verify. They ask one person to own version control, an API surface and audit trails for a financial model.
· 11 min read
finance.md standard
Code has CLAUDE.md. Design has tokens. Finance still runs on institutional memory. FINANCE.md is one versioned file telling any agent how to read your numbers.
· 8 min read
open finance software
Planning software never had a free tier or an open format. Developer tools had both for years. Here's why AI is forcing finance to converge.
· 10 min read
how to use ai with datev
DATEV holds your books but hands you a posting batch, not a model. Here's how to get real analysis out of it with Claude, and why you need no connector.
· 9 min read
how to use ai with quickbooks
Plenty of AI runs on QuickBooks, and almost all of it automates bookkeeping. Here's how to use Claude for the job none of it does: building a forecast.
· 7 min read
how to use ai with xero
Xero gives you clean data and hundreds of apps, and still leaves you rebuilding your forecast in a spreadsheet. Here's how to use Claude on your numbers.
· 7 min read
where to start with AI in finance
A practical map of where AI pays off across the finance function, where it stays supervised, and the one starting point that compounds every month.
· 9 min read
how to use ai with pennylane
Hand your Pennylane ledger to Claude and get real financial analysis. Here's the workflow that works, where it breaks, and how to make it last next month.
· 6 min read
how to use ai with qonto
Hand your Qonto transactions to Claude and get real analysis. Here's the workflow that works, where it breaks, and how to make the output survive next month.
· 6 min read
how to use ai with stripe
Hand your Stripe data to Claude and get real revenue analysis. Here's the workflow that works, where it breaks, and how to make the output last.
· 6 min read
trust AI-generated financial model
63 of the world's leading financial modellers were asked if they'd trust an AI model without review. Zero said yes. What that means for how you build.
· 8 min read
AI monthly financial close
A practical, stage-by-stage guide to using AI in the monthly financial close: where it saves time, where it creates risk, and where a human has to sign off.
· 9 min read
Claude for financial modeling
Claude is a superb reasoning engine but a poor calculator. Here's the boundary between what the LLM should do and what a model layer should hold.
· 8 min read
AI token efficiency finance
The biggest AI cost in finance isn't the answer, it's everything the model re-reads first. Eight habits to cut token cost, and the one that beats them all.
· 6 min read
Claude Code finance
Finance teams are using Claude Code to build and edit financial models. What works, where it breaks on raw spreadsheets, and the setup that makes it reliable.
· 8 min read
auditable financial model
An auditable model answers 'where does this number come from?' in seconds. Here's how to build one with AI, with full dependency traceability both ways.
· 6 min read
AI financial model drift
AI does 80% of the modeling work, then drifts on the 20% that matters. Here's why models drift under AI, and how to keep the logic intact through edits.
· 6 min read
save tokens AI financial model
Claude re-reads your whole model on every edit, which is why tokens vanish in ten prompts. Here's how to build financial models with AI without burning budget.
· 5 min read
generate financial model with AI
AI generates a financial model in seconds. Most outputs drift, forget, and break. Here's the difference between generating a model and keeping one.
· 7 min read
will AI replace CFO
Anthropic puts business and finance at 94.3% AI coverage. But the CFO role isn't disappearing, it's splitting into two layers. Here's the framework.
· 8 min read
finance AI agent model layer
Connecting an AI agent to a spreadsheet gives it cells. A model layer gives structure, types, dependencies, and persistence. Here's why the difference matters.
· 8 min read
AI confidential financial data security
Using AI on confidential financial data? Here is what actually happens to your numbers, and why the tool architecture determines your real exposure.
· 6 min read
budget vs actuals financial modeling
Budget vs. actuals shouldn't take two days every month. Here's the structural root cause, and how finance teams eliminate the monthly reporting grind.
· 10 min read
financial model audit trails
A financial model audit trail must show where each number comes from, what changed, who changed it, and why. Here is what passes a PE board review.
· 9 min read
shadow IT AI financial modeling
Shadow IT in finance is everywhere. Here are the 4 variables to map before using AI on client data, and what real AI governance actually looks like.
· 9 min read
understand inherited financial model
Inherited a 200-tab model with a 2-day deadline? This framework helps M&A analysts map structure, flag red flags, and write a defensible review, fast.
· 11 min read
M&A financial model reusability
Every M&A deal rebuilt from scratch costs your PE-backed finance team days. Learn why separating model structure from data is the fix, and how to start.
· 9 min read