Mike The Finance Nerd

Businesses are still using paper checks, but yeah AI will completely take over the world in 2-years.

@SecretCFO just summarized the limitations of AI in one sentence:

“Most CFOs still struggle to pinpoint root causes, let alone train a bot to do it. Because often the answer isn’t in the data, it’s in the conversation.”

Nailed. It.

YouTube video by Mike’s F9 Finance Master Finance Communication With AI (And Save Hours Every Week)

Struggling to make your financial insights crystal clear?

Say goodbye to confusing charts, jargon-filled emails, and snooze-worthy presentations! 🚀

www.youtube.com/watch?v=9OLV...

Evening network events suck if you have a family.

But morning coffee and lunchtime networking don't.

You can grow your career AND be there for your family, just be more creative.

#finance #networking

Process Mapping 101 for Finance:
1️⃣ Pick a key financial process (e.g., invoice approvals).
2️⃣ Document every step, no matter how small.
3️⃣ Visualize the flow.
4️⃣ Find those pain points.
5️⃣ Automate the heck out of them! 🤖 #FinanceAutomation

What’s YOUR biggest Excel or Google Sheets headache? Share it below, and I’ll see if I can help you automate it! 👇✨

#GoogleSheetsHacks

10/ Why wait?
🕒 Every repetitive task you automate is time saved.
💕 More time for strategy. Less spreadsheet drama.
Take it one step at a time, and soon, you'll wonder how you worked without automation.

9/ Case studies that PROVE it works ✅
⠀➡ A small business saved 15+ hours/month automating financial reporting.
⠀➡ An analyst cut reporting time to 30 minutes by automating consolidations.
⠀➡ A finance team reduced overdue invoices by 25% with email automation.

8/ Before You Set Up 📝
⠀➡ Start small. Automate the easy, repetitive stuff first.
⠀➡ Test in a separate "sandbox" sheet. Avoid breaking live workflows.
⠀➡ DOCUMENT EVERYTHING! Future-you (and your team) will thank you.

7/ Avoid Pitfalls 🚩
Mistakes to dodge while automating👇
⠀❌ Overloading formulas without organizing your data.
⠀❌ Sharing sensitive data carelessly.
⠀❌ Overusing scripts and add-ons = Slow sheets.
Prioritize simplicity + security.

#FinanceAutomation

6/ Pro Integrations
Connect Google Sheets to your favorite tools (Zapier, Supermetrics).
Example? Sync Sheets with accounting software to keep everything updated in real time. Less manual entry. More efficiency.👌

#ProductivityHacks

5/ Advanced Move - Google Apps Script 🖥️
🌟 What is it? Built-in code editor for Google Sheets.
⠀⠀➡ Write scripts to customize processes.
⠀✅ Example? Auto-email overdue invoice summaries.
Small effort, HUGE returns.

4/ Level 3 - Invoice Tracking on Auto-Pilot
💡 Build a tracker using =TODAY() to spot overdue invoices.
🔔 Want automation? Use Google Apps Script to send email reminders when payments are late.
Step up your cash flow game. 📈

3/ Level 2 - Budget Tracking Hack 🎯
⠀⠀➡ Track expenses with SUMIF.
⠀⠀➡ Use conditional formatting for overspend alerts.
⠀⠀➡ Automate live currency rates using GOOGLEFINANCE.
Instant insights. Zero stress.

2/ Level 1 - Automating Reports
🛠️ Example? A weekly sales report.
⠀⠀➡ Use IMPORTRANGE to pull data across sheets.
⠀⠀➡ QUERY to summarize it dynamically.
⠀⠀➡ Add a dashboard to visualize trends.
💡 Pro Tip? Schedule refreshing with an add-on!

#GoogleSheetsTips

1/ Why automate?
Time is $$$, especially in finance. Automating repetitive tasks like reporting, budgeting, and data tracking frees you up for high-value strategy work. Bonus? Fewer errors AND less frustration. Let's break it down. 👇

🚀 Want to save time, crush deadlines, and become the automation hero of your finance team? Let's talk about the magic of Google Sheets automation for finance work! 🎯💡

Here’s how to take your workflows from manual to miraculous (a 🧵):

#GoogleSheets

Simplify the jargon!

Use tools like ChatGPT to rephrase complex finance reports into plain English that anyone can understand.

Clear language = better decisions + fewer questions. 🧠✅ #FinanceCommunication

💡 Excel Hack for Finance Pros:

Struggling with messy data?

Use Alt + ; to select only visible cells in filtered data. Forget errors when copying! Bonus: No hidden rows or columns messing up your reports. 🚀

#ExcelTips #FinanceSkills

9/ 🛠️ With AI assisting, finance pros don’t just explain the numbers; they OWN the message. Start small, get consistent, and watch how fast your communication game upgrades.

Want more tips to crush it? DM me or reply below. 👇 #FinanceTips #AITools

8/ 🚀 Take action TODAY with 3 steps.

Identify your biggest pain point (emails? presentations? reports?).
Choose one tool to start (Grammarly, Beautiful AI, or ChatGPT).

Experiment with small tasks, then scale. Your workflow = leveled up.

7/ 💡 Hands-off doesn’t mean thoughtless.

AI is a tool, not a crutch.

Always fact-check, add your expert touch, and maintain your personality. Keep it human. When AI is your co-pilot, YOU stay the star. 🌟

6/ 🧾 Automate report writing.

Stop wasting hours on compiling & summarizing data.

Use tools like Google Sheets add-ons for data pulling.
Feed it into AI for clean, contextual summaries.

Result = Reports that explain themselves AND save your sanity.

5/ 🤯 Simplify finance jargon.

Tired of audiences glazing over? AI like ChatGPT can break down EBITDA from “finance-speak” into “plain English.” Example:

Finance version: "Earnings BEFORE interest..."
ELI5 version? "What the business makes before paying bills. Easy.”

4/ 📊 Transform boring presentations into engaging decks

Remember those slide decks that put everyone to sleep? Never again. Tools like Beautiful AI make it easy to build visually striking, storytelling-focused slides in minutes.

Smarter visuals = insights that land.

3/ ✉️ Email like a pro without breaking a sweat

Draft your email as usual (yes, even with jargon).
Run it through Grammarly to trim the fluff & clean it up.
Use ChatGPT to fine-tune tone.

The result? Clear, professional emails that actually get replies.

2/ 🚨 Why does communication matter in finance?

Because one misstep can cost you trust, time, and opportunities. Clear, precise messaging builds stronger teams, better decisions, and happier clients.

Enter AI to help you level up. Here’s how 👇

1/ ⚡ AI is redefining how we communicate in finance, turning jargon-filled chaos into clear, impactful messaging.

Want to save time, impress your team, and actually enjoy crafting reports & presentations? 🧵 Here are the hacks you NEED to know:

YouTube video by Mike’s F9 Finance Can Claude AI Really Cut Your Finance Workload in Half?

Whether you’re analyzing complex financial data, predicting market trends, or modeling risks, Claude AI has you covered.

www.youtube.com/watch?v=Zui2...

💡 Simplify the toughest finance jargon in seconds:

1️⃣ Enter your concept into ChatGPT.
2️⃣ Ask it to "Explain Like I’m 5."
3️⃣ Review & tailor for your audience.

Result? Clarity that even non-finance folks will get. 🧠✨ #FinanceTips #AI