Finance & AI Education
AI THAT WORKS IN THE REAL WORLD.
Practical AI for Finance, Business & Industry.
Discover how artificial intelligence can change the way professionals work, businesses operate and industries grow.
About the author
I'm a Chartered Accountant and CFA charterholder. I write and teach about what AI can really do for finance teams, business owners and industry, and I share what works, what doesn't, and how to start without the hype.
Qualifications
Chartered Accountant (CA) · CFA charterholder
Focus
Practical AI for finance teams, business owners and industry.
Four pillars
AI Education
Clear tutorials and learning guides, step by step.
AI Applications
Practical uses of AI in everyday finance and business work.
AI Transformation
Understanding how AI changes the way a team works over time.
AI Implementation
Setting AI up properly, with checks, so it delivers results.
Start with a guide
Step-by-step, with a practical example and a checklist in every guide.
AI basics for finance people
What AI can and cannot do for finance work, and a safe way to try it on your first task.
About 8 minutes →Prompt Engineering · BeginnerWriting better prompts
A simple four-part method for getting clear, useful answers from any AI assistant.
About 7 minutes →AI Agents and Automation · AdvancedAutomating a monthly report with AI and n8n
How a repeat reporting task can run on a schedule, with a person approving the final draft.
About 12 minutes →Free downloads
Ready to use now. No sign-up needed.
AI prompt pack for finance and business
Ready-to-use prompts for summarising documents, drafting emails and checking answers. Includes a short note on safe use.
DownloadAI use-case checklist
A spreadsheet to list the tasks in your work, score how well AI could help, and decide what to try first. Opens in Excel or Google Sheets.
DownloadBoard summary outline template
A one-page structure for turning results into a short board summary, with prompts for each section.
DownloadIndustry applications
Practical AI, sector by sector.
Demonstration projects
Educational examples. Not real client engagements, and no measured results are claimed.
AI-powered financial reporting
How a finance team could draft monthly management commentary faster, with a qualified person approving every figure.
Demonstration projectAI invoice processing and accounts payable
How an accounts payable team could use AI to prepare invoices for checking, while keeping approval with people.
Demonstration projectAI-powered investment research
How an analyst could use AI to scan company updates and flag what has changed, while forming their own view.
Stay in the loop
Occasional practical AI notes for finance and business people. No spam.