Adam Shilton, Founder, Tech for Finance, and Sloane Kolt, Head of Datarails Labs, discuss the practical use of AI in finance and FP&A. Topics include generative AI, ethical concerns, common use cases, differences between big and small companies, privacy and security risks, effective prompting in finance, lessons from building a new finance AI tool, favorite non ChatGPT AI tools, and advice for getting started with AI in finance.

Adam Shilton, a leading voice on Linkedin and founder/host of Tech for Finance, discusses the current state of AI in finance, including advancements in AI tools, automating tasks, and improving workflows. He highlights tools like Notion AI, GPT for Sheets, and Microsoft CoPilot. Kevin shares his experience using AI tools for podcasting and building learning materials. They predict greater AI autonomy in 2024 and emphasize the importance of process optimization before implementing AI.

Former Microsoft finance director Oli Deacon and AI finance expert Adam Shilton dive into the revolutionary impact of Microsoft Co-pilot in finance. They discuss its integration with Excel, Word, and PowerPoint, showcasing its ability to streamline tasks and enhance productivity. The podcast offers practical tips for acquiring and maximizing Co-pilot's benefits, promising to guide finance professionals through engaging with this AI-driven assistant effectively.