More goodies at www.techforfinance.com | Could the current AI craze be little more than a high-tech version of the 'turbo' fad of yesteryear? in this session we scrutinise the real impact of AI on software and the bold move by OpenAI to launch a GPT store. Our conversation navigates the waters of innovation and pragmatism, raising the shield of skepticism against the advancing army of AI applications. We're questioning not just the glitz and glam but the substance beneath the surface that could redefine or overcomplicate the tech landscape. As we venture further into the tech jungle, we come across the exotic creatures of low-code automation platforms such as Zapier and Make. These tools promise a revolution in our daily workflows, yet we pause to consider the puzzles they present when placed in the complex board games of enterprise and personal computing. Together with Daniel, we weigh the scales of convenience against the stones of security risks and the limitations faced when stepping off the well-trodden path. Moreover, we peek into the world of open-source AI models and the dream of running them locally, examining the hurdles that stand tall before the promise of a personal virtual assistant. Our journey doesn't stop at the mechanics of technology; it also delves into the human aspect. We examine how indulging in books, such as audiobooks, can fuel personal growth and inspire critical thought amid the often-misleading marketing of AI products. Wrapping up, I share a glimpse into the importance of clear goals in technology usage, scaling personal aspirations alongside business growth, and the audacious plans for this podcast. With an eye on becoming a leading voice in tech and finance, our dialogue extends an invitation to our listeners for feedback and engagement, as we aim to climb the peaks of podcast success with your invaluable company. Join us for this exploration of tech's true value, where curiosity meets candor. ------SHOW NOTES------ Subscribe to the 'Tech for Finance' podcast - https://pod.link/1628188164 Subscribe to the 'Beanies in a Pod' Podcast - https://beaniesinapod.buzzsprout.com/ ------CHAPTERS------- (00:00) Potential Challenges of Open AI (11:55) Low Code Automation and Future Trends (15:34) Limitations of Low-Code Tools (20:40) Comparing RPA and Discussing AI's Limitations (29:30) Reading Habits and Artificial Intelligence (41:11) Setting Clear Technology Usage Goals (48:06) Scaling and Ambitious Goal Setting Subscribe to the Newsletter at - https://newsletter.techforfinance.com

More goodies at www.techforfinance.com | Could the secret to unlocking financial confidence in businesses lie within AI-enabled accounting platforms? Sasha Orloff, the innovative co-founder and CEO of Puzzle, joins us to navigate through the world of generative accounting, revealing how outdated tools are being replaced with tech that offers real-time, data-driven insights. In an era where financial clarity is paramount, Orloff breaks down how small and medium-sized businesses can harness the power of AI to make informed decisions without drowning in spreadsheets or waiting on delayed reports. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off The world of finance and accounting is on the brink of a major overhaul, and coding skills like Python are now becoming part of the accountant's toolkit. This episode peels back the layers of traditional financial analysis, illustrating the importance of unified data models and the integration of large language models that aim to demystify complex financial rules. Orloff offers an enthralling perspective on how AI is streamlining processes and boosting the integrity of financial reporting, fostering a future where finance professionals are freed from mundane tasks to focus on strategy and growth. Finally, we tackle the strategic implications of AI in policy implementation and time management within companies. Imagine a CTO's dilemma in budgeting for technology—how can one balance the needs of the business without excess or shortfall? Sasha sheds light on how AI can simplify budget monitoring and cost allocation, enabling leaders to steer their ship with confidence and precision. Tune in to discover a new horizon where AI isn't just a tool but a transformative ally for business leaders aiming to sculpt a robust financial foundation. ------SHOW NOTES------- Find Sasha on LinkedIn - https://www.linkedin.com/in/sashaorloff/ Check out Puzzle - https://puzzle.io/ ------CHAPTERS------ (00:00) Building Metaphors (09:51) Generative Accounting for Better Business Decisions (20:13) AI's Benefits in Accounting and Finance (27:12) Python Integration in Excel, Importance of Metadata (34:57) Effective Time Management in Policy Implementation Subscribe to the Newsletter at - https://newsletter.techforfinance.com

More goodies at www.techforfinance.com | Join us on this enlightening journey through the landscape of Python automation, AI models, and the power of a logical mindset in coding. In this installment, Nicolas recounts an eye-opening personal experience where my logical approach, not deep coding expertise, led to a successful automation feat. Together with Nicolas, a returning favorite, we navigate the intricacies of applying specialized AI like Petal and Humata to tasks like digesting lengthy documents, overcoming the memory constraints that often hamper chatbots. We even explore the inventive integration of technology into daily life, such as utilising AI transcription tools like OpenAI's Whisper to enhance productivity during travel. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off Listen in as we share the valuable lessons learned from pushing AI transcription services to their limits. My recent endeavors to dictate notes while driving revealed the current boundaries of AI's ability to parse complex data and the significance of adapting our methods to its capabilities. The conversation takes a turn towards the future, discussing the exciting possibilities that lie ahead with advancements in AI like GPT-4 and the need for specialised bots. Nicolas and I ponder the potential of a marketplace for pre-trained models, sharing insights on how we are creating directories for finance-focused GPTs and the transformative effects of AI tools in organising our workflow. Wrapping up this episode, we delve into the promising role of AI copilots in finance. From a task journaling exercise that can uncover efficiencies to 'lunch and learn' sessions that foster collaborative learning, we explore the many ways AI can streamline finance professionals' day-to-day activities. With Nicolas' invaluable perspective, we reflect on the challenges of staying updated in the fast-paced worlds of finance and tech, and the importance of accessible content. Our conversation ends on a high note, with mutual anticipation for the innovative discussions that lie ahead, always aiming to demystify the complexities of tech for our audience. ------- SHOW NOTES ------ - Where to find Nicolas - https://www.linkedin.com/in/bouchernicolas/ - Sponsor: AI Finance Club - https://www.techforfinance.com/ai ------- CHAPTERS -------- (00:00) Python Code, AI Models, and Automation (03:24) Efficient Workflow and Task Allocation (07:40) GPT-4 and Specialized Bots (15:44) Image Generation and AI in Finance (32:10) AI Copilot Potential in Finance (39:39) Appreciation for Finance and Tech Updates Subscribe to the Newsletter at - https://newsletter.techforfinance.com

More goodies at www.techforfinance.com | Imagine transforming the financial industry with a flick of technological magic. That's precisely the journey we embark on with Nicolas Boucher, the AI and finance maestro, who joins us to unravel the complexities of artificial intelligence's role in revolutionising finance. From pioneering adoption to advocating for AI's burgeoning capabilities, Nicolas walks us through a world where ChatGPT not only streamlines FP&A and budget forecasting but redefines what we thought was possible in the financial realm. **Sponsor** - Join the AI Finance Club - www.techforfinance.com/ai - Enter ADAM100 at checkout for 10% off As the financial sector evolves, so do the tools at our disposal. We navigate the nuanced landscape of free versus paid AI services, weighing the pros and cons while discussing user sophistication in leveraging these technologies. Nicola and I dissect the ways in which ChatGPT-4, with its dazzling Excel wizardry and advanced features, can be utilised effectively while maintaining confidentiality—a paramount concern in finance. Our chat demystifies the tech, offering practical strategies for finance professionals looking to enrich their toolkits without emptying their pockets. The finale of our episode touches upon the synergistic relationship between AI and workforce development. Leadership plays a strategic role in harnessing AI's power to triple productivity and improve skill sets within finance teams. We share personal anecdotes that highlight the importance of clarity when commanding AI tools and the transformative impact they have on workplace efficiency. It's more than just a conversation; it's a guide for embracing the AI revolution, equipping finance aficionados with the foresight to thrive in a tech-driven future. ------- SHOW NOTES ------ - Where to find Nicolas - https://www.linkedin.com/in/bouchernicolas/ - Sponsor: AI Finance Club - https://www.techforfinance.com/ai ------- CHAPTERS -------- (00:00) AI in Finance (04:55) Free vs Paid Versions of Chat GPT (14:09) AI Finance Discussion on GPT Advancements (22:43) Role of AI in Upskilling Workforce (30:03) Team Training and Productivity Improvement Subscribe to the Newsletter at - https://newsletter.techforfinance.com

More goodies at www.techforfinance.com | Join us as we wrap up our thrilling three-part journey through the landscape of AI in Finance, where the final leg takes us into the realm of bot creation with Poe. In this segment, I'm thrilled to share how Poe's robust free capabilities enable us to craft custom bots tailored to specific financial scenarios, like forecasting and headcount planning—tools that could revolutionize operations in sectors such as hospitality. You won't want to miss my personal story of employing AI to craft an entire presentation, a testament to the real-world utility of these advanced technologies. Plus, we delve into the world of image generation models and the community-driven bot library that could spark your next big idea. Listen in as we also explore the transformative power of AI tools like ChatGPT, Llama from Meta, and Claude from Anthropic in creating efficient financial presentations. We discuss how these AI powerhouses can manage repetitive tasks with finesse, freeing up valuable time for finance professionals to cultivate personal relationships within their organizations. The episode takes an exciting turn as we consider the future potential of interconnected AI chatbots, reflecting on a unique experiment where two AI-enabled phones were set up to converse. Whether you're a finance expert or simply AI-curious, you'll find actionable insights on starting with free AI tools, ensuring data privacy, and identifying those 'lowest hanging fruit' opportunities where AI can make an immediate impact on your productivity. ------- SHOW NOTES ------ - Hosted by - https://www.received.ai - ChatGPT - https://chat.openai.com - Noteable - https://noteable.io - Poe - https://poe.com ------- CHAPTERS -------- (00:04) Creating Bots With AI in Finance (07:27) AI Tools for Financial Presentations (16:24) AI for Finance Professionals - Getting Started Subscribe to the Newsletter at - https://newsletter.techforfinance.com

More goodies at www.techforfinance.com | Could the right combination of AI tools revolutionize your financial analysis? That's the question we unravel as we venture into the fusion of Noteable and ChatGPT, examining their collective force in tackling complex data. This episode is a treasure trove for those seeking to supercharge their financial analytics game. Prepare to be guided through the intricacies of setting up Noteable as a dynamic database and watch as ChatGPT transforms into an interactive financial oracle. We navigate the creation of a financial analysis notebook, upload sample datasets, and pull back the curtain on the pro versions of these tools, revealing how they deftly manage and analyze massive data volumes. The journey doesn't end with mere setup; the heart of the discussion lies in the critical examination of data quality and AI accuracy. No stone is left unturned as we illustrate the stark impact of inadequate data on forecasting accuracy, presenting a real-world scenario that demonstrates the pitfalls of sparse historical data. Listen closely as we dissect how even the most sophisticated AI can falter without a robust dataset, and underscore the importance of comprehensive data in predicting financial trends with confidence. This insightful conversation is designed to arm you, whether you're a seasoned financial professional or an AI aficionado, with the knowledge to leverage the latest AI advancements for superior data analysis. ------- SHOW NOTES ------ - Hosted by - https://www.received.ai - ChatGPT - https://chat.openai.com - Noteable - https://noteable.io - Poe - https://poe.com ------- CHAPTERS -------- (00:06) Data Analysis With Notable and ChatGPT (14:16) Data Quality and AI Accuracy Challenges Subscribe to the Newsletter at - https://newsletter.techforfinance.com

More goodies at www.techforfinance.com | Have you ever wondered how artificial intelligence is changing the face of finance? Find out as we sit down with Adam Shilton, the mastermind behind Tech for Finance, and delve into the captivating world of AI in this sector. We’ll uncover the ever-evolving state of AI in finance and discuss the most common applications. But that's not all - Adam will introduce us to his top three AI tools: Chat GPT, Noteable (Pt. 2), and Poe (Pt. 3), demonstrating their power and versatility. We even explore the differences between their free and paid versions. For our visual learners, we recommend our video version to grasp the demos better. Now, imagine a conversation that adapts to your needs, providing context and improving the relevance of responses. That's exactly what we're up to with Chat GPT! We'll dissect the potential of this tool in enhancing communication and information delivery. If you've ever wondered how the free version stacks up against the pro version, we've got you covered. We highlight the advanced data analysis feature and show you how this tool can be your personal cheat sheet generator. Plus, we'll debate on the benefits of free versions versus pro versions - a must for anyone deciding which version to choose. Let's get chatting and share our insights, experiences, and tips on using these AI tools effectively. Join us for an enlightening conversation that's sure to revolutionize the way you view finance! ------- SHOW NOTES ------ - Hosted by - https://www.received.ai - ChatGPT - https://chat.openai.com - Noteable - https://noteable.io - Poe - https://poe.com ------- CHAPTERS -------- (00:05) AI Tools for Finance (11:26) Enhancing Chat GPT With Custom Instructions (21:01) Free vs Pro Versions of Program Subscribe to the Newsletter at - https://newsletter.techforfinance.com

Listen in as we chat with Christopher Argent, founder of Generation CFO, a community that enables finance professionals to embrace digital capabilities. With a wealth of experience from his roles in companies like Amazon and Vodafone, Chris shares his insights on the rapid evolution of finance and technology, the necessity of a wide skill set, and his journey in finance transformation. His work through Gen CFO empowers finance professionals, and we discuss his path to building this impactful community. We also take a look at the rapid pace of change in finance technology and the power of peer learning. Our conversation with Chris brings to light the value of learning from tech-focused CFOs in America, and the significant success that Glenn Hopper has had with his fractional CFO role. We delve into the challenges of being at the forefront of innovation and explore the potential of platforms like Mind OS for training AI bots. Lastly, we discuss the potential influence of generational differences on technology adoption in finance and accounting. We touch on the advantages of speed, the Eisenhower Matrix, and the challenges of managing behavioral change for data-driven solutions. The episode also highlights the significance of meta skills in the future of work, the impact of AI on finance professionals, and the emergence of new jobs as a result of this transformation. Tune in to explore the potential of low-code integration tools and the importance of balancing technology potential with cost visibility. ---------WHERE TO FIND CHRIS--------- - Chris on LinkedIn - https://www.linkedin.com/in/christopherargent/ - Generation CFO - https://generationcfo.com/ - 'It's not all about the numbers' - Podcast - https://open.spotify.com/show/4znaA5D1A3eXXxXd5PTaV1 --------CHAPTERS--------- (00:00) The Evolution of Finance and Technology (04:02) Finance Technology's Changing Pace (18:55) Technology Adoption in Finance (34:17) Future of Work and AI in Finance (48:19) Integration Tools and Considerations in Business --- 📧: Sign up for The Tech for Finance Newsletter for more goodies at - https://www.techforfinance.com/newsletter

Join us as we sit down with Djibrane Larrabure, Chief Financial Officer of Kolleno, as he takes us through his transition from a consulting role to becoming the CFO of a fast-paced SaaS company. Gibran gives us an inside look into the key decision-making processes that are centered around understanding the clients' needs to better anticipate and meet their future requirements. We also discuss the power of technology and how it can level up the lives of finance professionals. Get a glimpse of how Kolleno uses advanced no-code workflows to personalize strategies for customers. Listen as we explore the vital role of cash flow forecasting and how an integrated system can scale your business, identify areas for improvement, and consolidate your data. Discover the balance between a comprehensive system and multiple platforms and learn about the importance of finding the right partner to evolve your business. Our conversation takes a turn as we discuss the benefits and potential pitfalls of using AI in customer communication. Learn how AI can optimize AR management techniques and provide insights into credit policies. We also talk about the importance of culture in organizations, the concept of meta-skills, and how sustainable business practices can help prevent burnout. Gibran even shares his favorite learning and health gadgets. Tune in for a conversation filled with insightful tips and tricks from a seasoned professional in the finance industry. ---------WHERE TO FIND DJIBRANE--------- LinkedIn - https://www.linkedin.com/in/djibrane-larrabure-4bb41514/ Website - https://www.kolleno.com/ ---------CHAPTERS--------- (00:00) AI and Gen AI in Finance (10:28) Workflow-Personalization Integration in Finance Management (15:22) Financial Systems Integration and Ecosystem Approach (23:41) Benefits of Building a Comprehensive Ecosystem (29:31) Streamlining Payment Processes and Customer Interactions (38:33) The Role of AI in Communication (50:53) Business Growth (56:17) The Importance of Culture in Organizations (01:10:11) Sustainable Business Practices and Burnout (01:25:58) Exploring Meta Skills and AI Tools (01:32:45) Favorite Learning and Health Gadgets (01:45:39) Podcast Host Discusses LinkedIn and Kaleno --- 📧: Sign up for The Tech for Finance Newsletter for more goodies at - https://www.techforfinance.com/newsletter

Want to become a better learner? Curious about the power of automating financial tasks? Ever wondered about the growing influence of AI and Excel in the finance industry? In this episode, we have an engaging conversation with Richard Nero, Principal Consultant at Developex, that will uncover the answers. Prepare to be thrilled by Richard's infectious enthusiasm for financial tools like Excel, Power BI, and Power Automate. His insights from his free Excel workshops and the advantages of Python and VBA in Excel will certainly enlighten you. We also discuss how ChatGPT should be used for learning, and how to leverage 80/20 in your chats. The often overwhelming world of code libraries and the implications of AI-generated content on code development is a hot topic in our discussion. Richard provides an interesting perspective on how to find the most suitable code libraries. We also reflect on how advancements like ChatGPT have influenced developers' workflow and what the future holds for AI and Microsoft's investment in co-pilot. Our exploration of the integration of ChatGPT and Excel in Finance uncovers the potential of using these tools in tandem, as well as how Richard's popular posts can be a valuable guide for those unfamiliar with certain formulas. Wrapping up our conversation, we focus on the trust and credibility of AI models, the complexities of installing and training AI locally, and the intriguing culture being shaped by jailbreaking AI. . This episode is a journey into the world of Excel, AI, and their incredible potential in finance. Buckle up for an exciting ride into the future of finance technology. --------- WHERE TO FIND RICHARD --------- - https://www.linkedin.com/in/richard-nero/ --------- CHAPTERS --------- (00:00) The Evolution of Excel (15:11) Code Libraries & AI Generated Content (20:56) Chat GPT and Excel in Finance (30:06) Trust and Credibility of AI Models (44:32) Installing and Training AI Locally (48:28) AI Influencers and Jailbreaking AI (57:23) Excel Training for Kids and Collaboration --- 📧: Sign up for The Tech for Finance Newsletter for more goodies at - https://www.techforfinance.com/newsletter