Joe Monroe

How to become Pro at AI in Excel (my personal handbook) 👉 Comment "COPILOT" and I will send your copy for free Companies pay me $10,000+ for workshops where I teach AI for Finance And the no. 1 question I get from finance teams right now: "How do I actually use Copilot inside Excel?" Most finance pros have access to Edit with Copilot through their Microsoft 365 license and don't even know it exists I built a complete guidebook that walks you through everything Here's what's inside: 1. How to activate Edit with Copilot (step by step) → Where to find it in the ribbon → How to switch between GPT-5.2 and Claude Opus 4.6 → Works on Web, Windows, and Mac 2. Build a full revenue model from a single prompt → SaaS subscription model with 3 product tiers → Editable variables: price, growth, churn → MRR, ARR, and trend charts generated automatically 3. Ask AI to audit its own work → One prompt to find every formula error → Review proposed fixes before anything changes → You stay in control of the iteration 4. Build a 5-year three-statement model → Income Statement, Balance Sheet, Cash Flow → Cost of Product tab, Headcount tab, Summary tab → All connected with formulas and charts 5. Create management dashboards from your model → P&L evolution, product performance, sensitivity heatmaps → Copy charts straight into PowerPoint I've seen FP&A managers spend days building models that Edit with Copilot can draft in under 10 minutes The AI gets you to 80–90% Your finance judgment gets it to 100% 👉 Comment "COPILOT" to get the full guidebook and your free invite to my upcoming AI Finance Masterclass ♻️ Repost to help a colleague who's still building models the manual way

How to Become an AI CFO (the masterclass finance leaders are using to unlock 20-40+ hours a month) 👉 Comment "CFO" and I will send you the link to register for the masterclass I am limiting this to the first 100 comments so move fast The finance leaders using this method are getting back 20 to 40 hours a month And it only takes about 1 hour a week to build Most finance leaders already know AI can save them time The problem is nobody shows them the exact workflow, so they open ChatGPT once, get a decent answer, and go right back to doing everything manually That is exactly why I created this masterclass In the masterclass, you will learn how to: 1. Create your own AI CFO Clone that takes the first pass on your analysis and your emails 2. Produce AI forecast dashboards with the drivers built in, the kind you actually want to show your peers 3. Cut days of manual work down to minutes with a handful of AI workflows you only need to set up once 4. Build real AI confidence, so you are never the one left behind while everyone else in finance is already using AI I have trained 70,000+ finance professionals and worked with Mercedes-Benz, KPMG and Rakuten on this exact shift Companies normally pay me $20,000+ for this training 👉 Comment "CFO" and I will send you the link to register for the masterclass ♻️ Repost so a finance leader in your network stops guessing and starts building

Cash Action Plan (Free Excel Template) I’ve created a ready-to-use Excel template to help you optimize your cash. This template is 100% free and will save you valuable hours of work! Here’s what you’ll get: - Action Plan List – 30+ actionable items - Dashboard – 4 dynamic visuals to track progress - Pivot Table Analysis – Easy filtering & insights Do you want it? - Comment "Cash Plan" - Like & Retweet to get the link in your inbox You must follow me so I can send it to you!

Free Excel Template Complete Financial Statements + Key Ratios It took hours of work to put this together. Here is what is included: 1) Profit and Loss Statement 2) Balance Sheet Statement 3) Cash Flow Indirect 4) Cash Flow Direct 5) Ratio Analysis And you can even find a control sheet to check if everything works. If you want to get it: - Comment "Excel Template" - Like and share it around