What good are a couple hundred saved prompts if you’re still losing your afternoon to month-end?

What do you do when an agent hands you the end of 12 steps you never watched?

What are the three questions to run before you hand any finance job to an agent?

Last month I watched an AI agent take a job I would have broken into fifteen separate prompts and just run it, start to finish, while I got a coffee. Fifteen prompts, one brief. This episode hands you the skill that replaced prompt engineering for finance automation, the three shifts and three questions that took one reconciliation from a full afternoon to about ten minutes.

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This episode’s sponsor is Finance AI Lab. Members who finish their first four roadmaps get about seven hours a week back. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/lab/

• Contact -> hello@f9finance.com
• Podcast -> Apple Podcasts and Spotify: https://www.f9finance.com/podcast/
• Connect -> Finance AI Lab, the private community for finance pros learning AI: https://www.f9finance.com/lab/
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• Resources -> https://www.f9finance.com/ai-library/

• Step 1: Subscribe to our YouTube Channel: https://www.youtube.com/@f9finance/
• Step 2: Get a free set of ready-to-use AI prompts and templates for finance work with the AI Library: https://www.f9finance.com/ai-library/
• Step 3: Ready to launch your finance team into AI? Join the Finance AI Lab: https://www.f9finance.com/lab/

Excel at AI in Finance is for the finance pro who wants AI to actually hold up under a CFO’s scrutiny, not just look good in a demo. Mike is a senior finance leader breaking down AI tools used in FP&A, reporting, and automation, to cut hours and avoid burnout.