AI Marketing Masters by Annika Helendi

Helping marketers and solopreneurs leverage AI so they could easily do a 5-person job alone. 

Follow my Youtube channel for free automation tutorials and join the AI Marketing Masters community to get access to all the shortcuts - blueprints, templates and prompts.

Founder

astronaut.marketing

Custom SEO-driven growth strategies for B2B SaaS startups in the $1-10M ARR range.
// Strategy creation, consulting and advisory
// Open to fractional CMO roles

Fractional CMO, Growth Consultant, SEO Strategist

Blessed Pirate

Get weekly LinkedIn posts for publishing. Build your personal brand as an expert - https://blessedpirate.com

ContentFly

* Developed and implemented the go-to-market strategy
* Bootstrapped ContentFly to $500k ARR in 2019
* Developed and launched 2 add-on products

Co-Founder & CMO

Dashbird

* Developed and implemented the go-to-market strategy
* Built the initial marketing team
* Raised a seed round of $800k in 2018

Teamweek 

* Took over and lead a 12-person internationally distributed team 
* Revamped the business and turned it profitable in 2 months. 
* Grew the revenue by 100% in 2017 (to $700k ARR).

Toggl

* Generated 1.8 million signups over 4 years without a marketing budget (60% year-over-year growth)
* Put together and lead the initial marketing team
* Worked with cross-functional teams to create growth loops, improve the product experience and customer lifetime value.

Head Of Marketing

🪭AI fangirl. Founder. Marketer.

📌 Helping B2B startups grow since 2012

📌 Generated close to 2 million SEO signups in Toggl (and helped to generate many more millions through my consulting work)

📌Favorite roles: founder, CEO, CMO, fractional CMO, SEO strategist, growth consultant

📌Career highlights: made Teamweek profitable and scaled it to €700k ARR with a fully distributed remote team, raised a seed round for Dashbird, launched a bunch of bootstrapped startups during Covid that all failed, been able to avoid having a boss for over 5 years, worked with over a 100 founders, launched a profitable side-business (Blessed Pirate).

Annika Helendi

WTS Tax & Finance

- Building of leading and economical organization orientated to people and clients
- Responsible for high quality services that create additional value for clients
- Managing the most complex projects in tax and financial consulting
- Cooperation with other WTS firms worldwide
- Planning and execution design of corporate goals and strategy
- Country value creation based on measurable key results - EBITDA, People satisfaction, Client satisfaction, Cash flow, Growth in service lines
 - Supervising all corporate functions such as HR, Marketing, Quality and Risks
- Approval of company budget
- Attracting a high quality people
- Responsible for corporate culture development and best in class working conditions
- Representing a company toward authorities and responsibility for compliance with all laws and regulations

Founding Partner | Finance and Business Advisor

Corporate Finance Learning®

Chief Learning Officer

Time Analytics Software

Owl's Valuation School

Azelis Serbia

Improvement in Cash flows and Net working capital
Preparation and control of Company Business Plan/Budget
Costs controlling and reduction 
Accounts Receivables and Account Payable management with adopted credit procedures; 
Financial risk management: Minimization of credit risk, market risk, liquidity risk and FX risk
Controlling of sales profitability per products/customers
Monitoring of company compliance with IFRS, Tax and Commercial laws; 
Improvement in key performance indicators;
Implementation of internal controls settled by Group management
Reporting to the Group Finance: Monthly Financial Statements with analysis
Directly cooperation with Banks, Auditors, Tax authorities and other financial institutions

Chief Financial Officer

K&K Electronics - Tehnomarket

Preparing financial statements in accordance with IAS/IFRS, responsible for implementation of corporate accounting procedures, laws and internal controls, controlling of VAT and other corporate taxes calculating, negotiation with banks and other financial institutions

Chief Accountant

BDO Serbia

Engagements in financial statements audit and financial due diligences projects; responsibility for verification of internal control implementation, responsibility for planning and performing an audit in accordance with International Standards on Auditing, writing drafts of audit opinion reports, and writing management letters.

Auditor

Hey, you probably know me as a finance content creator from LinkedIn or some other media.

But you probably don’t know this.

My goal is to help financial professionals like you, whether you are advancing your career in finance or running a private business, to double or triple your INCOME and have more PERSONAL TIME.

And, of course, to reach that without going through the hell I did.

Namely, I built a $7 million finance advisory firm from scratch in the last 10 years, but I must admit it was tough. 

There were 

times when I wanted to quit
times with tough deadlines, 
times when I had to stay up late to deliver reports to clients or CEOs, 
times when my life became unbalanced, and 
times when I didn't have time for my family.

Maybe you're going through this too, but you're not alone. 

That's why I want to share my journey with you, my colleagues, to present what's most important.

Of course, you may not earn millions, but MY FAILURE would be if my colleagues who follow my materials don't at least double their income and stop working overtime. 

So, I'm giving you a script or cheat sheet through my Learning platform.

If I had to summarize, two things are especially important:

•	Developing technical and behavioral skills.
•	"Selling" what you've developed .

Join me on a journey to unlock your full potential, achieve your career goals, and excel in corporate finance. 

See you at my learning platform:  BojanFin.com

Love you all!

Bojan Radojicic

Everyone loves to talk about EBITDA — banks, investors, VCs, private funds, lenders.

But when a deal is on the table, nobody cares about EBITDA as much as they care about cash flow.

For business owners, EBITDA is useful…
but the real question is simple:

👉 How much cash do you actually keep?

That’s why I created this visual: a clear, practical breakdown of the key adjustments that turn EBITDA into true cash flow — the number that drives valuation, debt capacity, distributions, and real decision-making.

EBITDA is a performance metric.
Cash flow is reality.

Curious where you stand?
Personally, I always look at cash flow first.

What about you?

P.S. Want to develop your modeling skills? Watch these 70 financial modeling lessons through 7 modules
 
1️⃣ Initial settings
2️⃣ Forecasting model
3️⃣ Budget modeling
4️⃣ DCF modeling
5️⃣ PE & LBO modeling
6️⃣ Project evaluation modeling
7️⃣ Model audit and review
 
Plus: 50+ Excel modeling sheets + 600 Tutorial pages
 
Access here: https://bojanfin.com/
 
See you in the course.

FP&A and Corporate Finance Strategist | Ambassador of Best AI Solutions for Finance | 3x Founder | CEO of WTS Tax & Finance

I am happy about this achievement of Milan Nedeljkovic, my compatriot from Serbia, born in Kruševac. 

According to the BMW Group: “Milan Nedeljkovic appointed next CEO of BMW AG.

The Supervisory Board of BMW AG has appointed Milan Nedeljković as the company’s next Chairman of the Board of Management. He will assume the role on 14 May 2026.

Nicolas Peter, Chairman of the Supervisory Board of BMW AG, said, “Milan Nedeljković convinces with his strategic foresight, strong implementation skills, and entrepreneurial thinking.”

Nedeljković will succeed Oliver Zipse who has served as CEO since August 2019. After 35 years with BMW, more than 10 of them as a member of the Board of Management, he will conclude his tenure as planned after the Annual General Meeting 2026.

“Oliver Zipse deserves our sincere gratitude”, said Nicolas Peter. “He has made a significant contribution to the BMW Group and has kept the company on track during turbulent times."”

No alternative text description for this image

Join my LIVE masterclass👉https://luma.com/s69z8rx8
Learn how to turn raw data into a CFO-ready cash forecast.

Cash flow forecasting with AI is no longer about complex models or endless Excel tweaks. It starts with the right inputs and clear logic.

This framework brings everything together:

✅ Accounts receivable broken down by due dates
✅ Payables structured the same way — no shortcuts
✅ Sales forecasts translated into real cash timing
✅ Purchase plans aligned with payment terms
✅ Payroll, loans, investments, and non-recurring cash events
✅ Automatic week-by-week cash roll-forward

Then comes the critical shift 👇
AI is not “guessing numbers.”
It follows structure, timing, and rules you define.

By clearly prompting:
• how inflows are mapped by due date
• how outflows shift based on payment terms
• how recurring vs. one-off items behave

You get a clean, explainable weekly cash flow forecast — one that ties, highlights liquidity risks early, and is ready for CFO-level discussion.

📊 Transparent inflows and outflows
📉 Full visibility on ending cash
📈 A forecast you can trust and defend

👉 Join the live masterclass to see how this is built step by step.

https://luma.com/s69z8rx8

See you there!

I'm being SHOCKED whenever I look at a demo of FP&A tools!!!

The progress they are making is incredible. 

I really love dashboards and will always use them, but the way AI provides commentary and an action plan based on results is unbelievably good!!

Truly priceless. 

That was my impression from the FATE conference, where I saw many tools. 

Since my audience is in FP&A, I owe it to them to present the best tools. 

Here is a publication, which will be periodically updated. 

I met many wonderful, lovely people and had the opportunity to enjoy incredible features. 

Thanks to my friend and mentor Paul Barnhurst who introduced many lovely people to me, and who wasn't there this time.

If you have any other good FP&A tools to nominate for next edition, please let me know in the comments. Some others should be also included like Workday Adaptive planning and Solver, plus there are a lot of ERRs offering financial planing features. 

If anyone would like the publication in PDF format, please leave a comment and I will send it via DM.

𝘕𝘰𝘵𝘪𝘤𝘦: 𝘛𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘪𝘯𝘥𝘦𝘱𝘦𝘯𝘥𝘦𝘯𝘵. 𝘈𝘭𝘭 𝘳𝘦𝘷𝘪𝘦𝘸𝘴, 𝘳𝘢𝘵𝘪𝘯𝘨𝘴, 𝘢𝘯𝘥 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯𝘴 𝘢𝘳𝘦 𝘣𝘢𝘴𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘰𝘯 𝘵𝘩𝘦 𝘢𝘶𝘵𝘩𝘰𝘳'𝘴 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘳𝘦𝘴𝘦𝘢𝘳𝘤𝘩. 𝘕𝘰 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘱𝘢𝘺𝘮𝘦𝘯𝘵𝘴 𝘸𝘦𝘳𝘦 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘧𝘳𝘰𝘮 𝘢𝘯𝘺 𝘷𝘦𝘯𝘥𝘰𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦 𝘰𝘧 𝘭𝘪𝘴𝘵𝘪𝘯𝘨. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘶𝘣𝘭𝘪𝘤𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 

The list of tools is presented randomly, with no ranking involved.

P.S. I only posted this a few days ago, but in the meantime, there have been some changes, so this is the final and official version of the publication.

20 Best FP&A Tools

Real cases. Real prompts. Real results. https://luma.com/tgvzynlu
Join my live webinar today - 10 AI Practical Cases for Finance!

And here’s one practical example:

❌ Still manually building your cash flow (forecasts)?
❌ Spending hours reconciling spreadsheets?

👉 If you don’t know how to leverage AI in finance, you're already falling behind.

Here’s how to 𝗯𝘂𝗶𝗹𝗱 𝗮 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗰𝗮𝘀𝗵 𝗳𝗹𝗼𝘄 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝘂𝘀𝗶𝗻𝗴 𝗔𝗜 – 𝗶𝗻 𝗷𝘂𝘀𝘁 𝗮 𝗳𝗲𝘄 𝘀𝘁𝗲𝗽𝘀:

𝟭. 𝗜𝗻𝗽𝘂𝘁 𝘆𝗼𝘂𝗿 𝗳𝗶𝗹𝗲 𝗶𝗻 𝗮𝗻 𝗔𝗜 𝘁𝗼𝗼𝗹
I use 𝗚𝗲𝗻𝘀𝗽𝗮𝗿𝗸 – upload a clean, structured Excel sheet with your Income Statement and Balance Sheet.

𝟮. 𝗨𝘀𝗲 𝘁𝗵𝗶𝘀 𝗽𝗿𝗼𝗺𝗽𝘁:
“Can you take these financial income statements and balance sheets and prepare a cash flow statement using the indirect method for year 2?”

𝟯. 𝗚𝗲𝘁 𝘆𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗱𝗿𝗮𝗳𝘁 AI will quickly create your Cash Flow Statement, saving time on manual adjustments.

𝟰. 𝗥𝗲𝘃𝗶𝗲𝘄 𝘁𝗵𝗲 𝗔𝗜 𝗼𝘂𝘁𝗽𝘂𝘁
Check logic: ✔️ Does an increase in AR reduce cash? ✔️ Are non-cash items added back correctly?

𝟱. 𝗗𝗼𝘄𝗻𝗹𝗼𝗮𝗱 & 𝗿𝗲𝗳𝗶𝗻𝗲 𝗶𝗻 𝗘𝘅𝗰𝗲𝗹
Download the CSV, format it, and refine further if needed.

𝟲. 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗲 𝘄𝗶𝘁𝗵 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 𝗽𝗿𝗼𝗺𝗽𝘁
Use a second prompt to generate a 𝗰𝗵𝗮𝗿𝘁 𝗼𝗿 𝘃𝗶𝘀𝘂𝗮𝗹 of your CF for better presentation.

𝟳. 𝗣𝗹𝘂𝗴 𝗶𝘁 𝗶𝗻𝘁𝗼 𝘆𝗼𝘂𝗿 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗺𝗼𝗱𝗲𝗹 FCF ready?

Move on to:

✅ Forecast
✅ Calculate Enterprise Value
✅ Model Debt Repayment
✅ Sensitivity analysis

The result? More speed. More clarity. More time for strategic decisions.
Want the visual?
Here is link for download: https://lnkd.in/dTiBm6uB

📥 Join my 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 𝗛𝘂𝗯 – where I share tools, tutorials, and full courses on FP&A, valuation, and modeling.

👉 BojanFin.com

See you there.

Finance is changing fast — and the biggest transformation is happening inside the spreadsheet.

Excel and Google Sheets are no longer just grids.
They now come with AI superpowers:

⚡ AI formulas
⚡ AI automations
⚡ AI audit & cleanup
⚡ AI-driven modeling
⚡ Real-time data sync
⚡ SQL inside spreadsheets
⚡ Python + natural-language commands

All inside tools that still feel like spreadsheets — but operate like modern analytics platforms.

This visual highlights 20 AI spreadsheet tools that are reshaping how finance teams build models, forecast, report, and run daily operations.

These tools help teams:

✔️ Build forecasts in minutes
✔️ Automate reporting and dashboards
✔️ Clean messy data with one prompt
✔️ Eliminate repetitive Excel work
✔️ Generate financial models on demand

If you want to stay ahead in finance, this is the new toolbox.

Tools featured:
Nummo, Equals, Row Zero Sourcetable Quadratic Rows.com, TabAI, Carousel for Excel (YC W24), Elkar, Allwis.ai, Tracelight, Offset, Nobie, Drift,  Microsoft Copilot, @Paradigm, Numerous.ai, Shortcut, Subset, trufflepig.

🚀 Ready to master AI in finance?
Join the Master AI for Corporate Finance program and learn how to automate forecasting, modeling, reporting, and analytics using practical, real-world AI workflows.

👉 https://lnkd.in/dPMQYa8M

See you there!

As a 3x Founder and with 20 years spent in finance, I manually signed thousands of documents. I’m 43 and I wish I had the opportunity to spend less time with documents and more time creating value.

I see Finance teams are under pressure to do more with less. Yet many still rely on outdated, manual document workflows:

▪️ Static PDFs
▪️Version issues
▪️Frequent errors
▪️Email-based approvals
▪️Slow approval and signature cycles
▪️Paper-driven processes slow teams down
▪️Processes that do not scale as volume grows

Now, the era of manual work with paper is coming to an end. 

Modern finance departments can now replace these inefficiencies with automated, API-driven document workflows that dramatically reduce cycle time and operational risk. 

We should transform paperwork by embedding document automation directly into our systems. 

What we all need is:

▪️Intelligent Templates
▪️Embedded E-Signatures
▪️Automated Data Routing
▪️Fillable PDFs over API

The Transformation: 

From: 

Manual → Static → Fragmented → Slow 

To: 

Automated → Dynamic → API-connected → Fast & Scalable

is exactly what’s achievable with Anvil. 

If you’re in finance and working on any paperwork/PDF or e-signature related projects – check out Anvil.

#AnvilSponsor

Brand partnership • FP&A and Corporate Finance Strategist | Ambassador of Best AI Solutions for Finance | 3x Founder | CEO of WTS Tax & Finance

Ever tried to make a simple international payment... and somehow ended up in a full-blown mess?

Yeah, same here. I’ve lost count of how many times traditional banks have slowed things down:

• Delays that cost real money
• Tools that don’t connect properly
• Currency conversions that make zero sense
  
The truth is, business today moves faster than old financial systems can keep up with.

And when your team, partners, and customers span countries, you need something built for that global scale.

That’s why I started looking into Airwallex who’ve helped businesses:

• Open a bank account in a new country in 60 seconds
• Hold 20+ currencies from one account
• Instantly issue virtual, multi-currency cards for your team
• Track spend and set controls in real time
• Integrate with tools like Xero, Shopify, and NetSuite
  
Turns out, I’m not the only one paying attention. They’ve just raised $330 million at an $8 billion valuation (30% jump in 6 months) led by Addition and with participation from T. Rowe Price, Activant, Lingotto, Robinhood Ventures and TIAA Ventures.

With over  200,000+ customers globally, Airwallex is building the future of global banking: borderless, real‑time, and intelligent.

Learn more: https://lnkd.in/dqvgSDeG

Your thoughts? Write me in a comments!

#AirwallexPartner

𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: AI moves faster than I expected. Tool testing is becoming increasingly intensive, and the discoveries are incredible. 

Therefore, this month I am launching: 

"Feature of a Month," 

where I will strive to explain the best feature through a LinkedIn post, X post, newsletter, and my blog. So, first, help me decide what to approach first.

"Feature of a Month" will be published every last day of a month across all media at 8 AM ET (2 PM CET).

Want to nominee tool/feature for Dec, let me know in comments or DM.

Which software category for my "Feature of a Month" are you most excited to see first?

The author can see how you vote. Learn more

taplio

The Battle

Annika Helendi

Bojan Radojicic

Followers

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taplio

The Battle

Annika Helendi

Bojan Radojicic

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Bojan Radojicic's LinkedIn Performance

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Performance ScoreBojan Radojicic's LinkedIn Performance