Upvance B.V.

Training: 
↳ General AI awareness training
↳ Training of financial professionals about how to leverage AI

Consulting: 
↳ Implementation of AI in business processes

Instructor & Owner

Rosalia Interim Audit

I've supported various organizations by enhancing their financial processes and systems. I performed different type of audit and financial controling roles: 

↳ Deloitte Risk Advisory: Project Manager
↳ BMW Finance: Financial Controller
↳ Epson Europe B.V.: Internal Auditor
↳ SVB (Institute for National Social Securities): Project Manager Financial Statements
↳ DJI (National Agency for Correctional Institutions): Senior Internal Auditor
↳ UWV (Employees Insurance Agency): Senior Internal Auditor
↳ BDO The Hague: Senior Auditor
↳ BDO Amstelveen: Junior Manager Audit
↳ Flynth Audit: Senior Auditor

Interim Financial Professional

Nederlandse Beroepsorganisatie van Accountants (NBA)

Practical mentor for audit trainees

Deloitte

Manager

BDO Nederland

Senior Assistent (a.i.)

Flynth

Interim Auditor (Freelancer)

Auditdienst Rijk

Senior Auditor a.i. (Freelancer)

Junior Manager a.i. (Freelancer)

KPMG Dutch Caribbean & Suriname

Supervising Senior a.i. (Freelancer)

Senior Associate

Associate

Trained 200+ Finance Experts 🔥 Productivity + AI for Financial Professionals | Save Time with AI Smart Workflows

I help financial professionals find extra hours in their day. You deserve more time to spend on what matters most.

I’m an auditor turned AI educator, with experience at PwC, Deloitte, BDO, BMW Finance, Epson, and various government institutions. Along the way, I saw how overloaded finance teams often are constantly juggling deadlines, meetings, and reports.

I’ve lived it. As a father of five amazing kids, I deeply value time. That’s why I became obsessed with using AI and smart systems to work more efficiently and now I help others do the same.

What I Do:

- I’ve trained 100+ finance professionals on how to use AI to eliminate repetitive tasks

- I run in-company workshops tailored to your team’s exact workflows

- I help you streamline your day, so you can get more done with less stress

Whether you're a CFO, controller, or analyst these strategies can help you free up hours each week without sacrificing results.

Want to See It in Action?

📞 Book a free 1:1 call to see exactly how this can work for you or your team.

👉 https://calendar.app.google/De55M4nFuSdvdgkBA

Follow me for weekly tips, tools, and workflows that help finance pros work smarter and live better.

CURACAO IS GOING TO THE WORLD CUP.

And I still cannot believe I get to type that.

A tiny island in the Caribbean, with a population that almost fits in a stadium!

We just qualified for the biggest stage in world football. The smallest nation ever to reach the World Cup.

This is more than sport.
This is a reminder that limits are often stories we tell ourselves.

Curacao does not have endless resources.

Curacao does not have a massive talent pool.

Curacao does not have a stadium packed with corporate VIP boxes.

What we do have is something far more powerful:

People who refuse to accept that size determines destiny.

Every coach, every player, every volunteer, every kid kicking a ball barefoot on a warm street, they all carried this dream.

Now the world has to look at an island that never stopped believing.

If a nation this small can reach a stage this big, then what excuse do we have in our own lives, careers, teams, or businesses?

Dream bigger.
Work with courage.
Back yourself even when others do not.

Curacao just showed the world what happens when belief meets discipline and community meets ambition.

And to everyone from the island, or with roots there, this moment is ours. History has been written.

See you at the World Cup.

Derwish Rosalia MSc RA

Trained 700+ Finance Experts 🔥 Productivity + AI for Financial Professionals | Save Time with AI Smart Workflows

7,000 strong and growing. Thank you.

When I started sharing my thoughts on AI and productivity for financials,

I didn't expect this community to grow like this.

7,000 isn’t just a number.

It’s 7,000 professionals who believe that work as a financial can be smarter, faster, and more human through technology.

Every comment, message, and repost reminds me why I started:

To help financial professionals reclaim their most valuable asset: time.

Over the past months, I've learned two big lessons:

➝ 1.⁠ ⁠Curiosity beats perfection.

The best financial professionals I meet
aren’t the ones who know everything,
but the ones who stay curious and experiment with new tools.

➝ 2.⁠ ⁠Small actions compound.

A five-minute prompt.
A single automation.
A better question in ChatGPT.
It all adds up faster than you think.

If my posts have ever made you pause, learn, or see AI differently, I’m grateful.

Because this isn't just my journey, it's ours.

Here's to the next chapter:
More insights.
More systems.
More clarity.

Let's keep building the future of finance together.

Trained 400+ Finance Experts 🔥 Productivity + AI for Financial Professionals | Save Time with AI Smart Workflows

How to Train AI on Your Financial Data (Without Risking Everything)

AI can transform your finance operations, but only if you do it safely.

Here's your 7-step framework:

✲ STEP 1: Data Audit & Classification

Know what you have. Categorize data by sensitivity level.
➝ Public, Internal, Confidential, Restricted

✲ STEP 2: Data Sanitization

Remove all personally identifiable information (PII).
➝ Names, SSNs, account numbers, addresses

✲ STEP 3: Choose the Right Environment

Options ranked by security:

◦ On-premise (highest control)
◦ Private cloud (balanced approach)
◦ Public cloud with encryption (convenient)

✲ STEP 4: Implement Data Governance

Create clear policies:

✓ Who can access training data?
✓ How long is data retained?
✓ What's the approval process?

✲ STEP 5: Use Synthetic Data

Generate realistic but fake data for testing.
Tools: Mostly AI, Gretel, Tonic

✲ STEP 6: Select Compliant AI Tools

Verify certifications:

➝ SOC 2 Type II
➝ GDPR compliance
➝ ISO 27001
➝ HIPAA (if healthcare-adjacent)

✲ STEP 7: Monitor & Audit Continuously
Set up alerts for:

Unusual data access patterns
Model performance degradation
Compliance violations

Real-world example:

A mid-sized fintech used anonymized transaction data to train a fraud detection model.

40% reduction in false positives, zero privacy breaches.

They were never trained on raw customer data.

Bottom line: AI's power shouldn't come at the cost of trust.

What step do most companies skip? (Spoiler: It's # 4)

Bookmark this for your next AI project.

Ever wondered what actually happens in the C-suite?

Here's a breakdown of what each C-level leader truly does and why every role matters.

Because leadership isn't just titles.
It's the functions that make vision, strategy, and execution work together.

CEO — Sets direction and keeps the ship moving toward long-term goals.

COO — Turns big strategies into daily, measurable action.

CFO — Protects and grows financial health.

CMO — Builds brand, demand, and market connection.

CTO — Keeps the company’s tech future-ready.

CIO — Manages systems, security, and data strategy.

CHRO — Builds people, culture, and performance.

CPO — Drives innovation through customer-focused products.

Every great company runs on the alignment between these eight roles.

Vision, Operations, Finance, Technology, People, and Product working as one system.

When one fails, the system struggles.
When all align, the company scales.

👉 Save this for when you need to explain how leadership actually works.

The CFO's office in 2030 won't just look different it will think differently.

I've been reflecting on how artificial intelligence will fundamentally reshape the financial leadership landscape, and the transformation goes far beyond automation.

Here's what I envision:

From Rear-View Mirror to Crystal Ball

Today's CFO dashboards show us what happened. Tomorrow's will show us what's about to happenand why.

Imagine opening your morning dashboard to find:

Predictive cash flow modeling that factors in geopolitical events, weather patterns, and supplier sentiment analysis in real-time.

Anomaly detection that flags the unusual $47K expense buried in a $2M budget line before it becomes a pattern.

Scenario planning that runs 10,000 simulations overnight and presents the three strategies most likely to succeed

The New CFO Toolkit

✲ 1. Natural Language Finance

"Show me why our gross margins compressed in APAC last quarter" ➝ Instant visual breakdown with root cause analysis, competitor benchmarking, and recommended actions.

No SQL. No pivot tables. Just answers.

✲ 2. Autonomous Close Process

The month-end close that once took 10 days? AI will handle reconciliations, variance analysis, and preliminary reporting in hours. The CFO's team focuses on strategy, not data collection.

✲ 3. Risk Intelligence Layer

Real-time monitoring of 500+ risk indicators across cyber, credit, compliance, and operational domains with AI prioritizing what actually needs human attention.

What This Means for Finance Leaders

The CFO of 2030 will spend:

➝ Less time on data gathering and validation
➝ More time on strategic decision-making and stakeholder influence
➝ Zero time wondering if the data is accurate (AI will ensure data integrity continuously)

But here's the critical insight: AI won't replace CFOs. It will elevate them.

The finance leaders who thrive will be those who:

➝ Embrace AI as a thought partner, not just a tool.
➝ Develop strong business acumen to interpret AI insights.
➝ Focus on the human elements AI can't replicate—judgment, ethics, and leadership.
➝ Build teams that blend financial expertise with data fluency.

What's your vision for the CFO dashboard of tomorrow? What capabilities would transform how you lead finance today?

You think giving everyone 8 tasks is fair?

Your "balanced" workload distribution is actually terrible. 🔥

Your A-player finishes in 2 days and sits idle
Your struggling performer is drowning
Your specialist is doing work beneath their skill level
Your junior is assigned tasks way over their head

Equal ≠ Equitable

I built an AI system that fixes this.

It redistributes weekly workloads based on:

➝ Capacity (not just hours, but effective capacity)
➝ Capability (skill match for each specific task)
➝ Context (what else is on their plate)
➝ Career growth (strategic stretch assignments)

Example from last week:

✲ OLD WAY:

Everyone gets 10 tasks. "Fair."

✲ AI WAY:

➝ Senior analyst: 7 complex tasks (40 hours)
➝ Mid-level: 12 medium tasks (40 hours)
➝ Junior: 15 simple tasks + 2 stretch tasks (40 hours)

Same hours. Completely different distributions. Massively better outcomes.

What's controversial?

The AI suggested giving our top performer FEWER tasks.

Because her tasks were all high-complexity strategic work that required deep focus.

12 strategic tasks > 20 scattered tactical tasks

What the AI revealed about our team:

✲ Only low-value work was being done by our "busiest" employee.

✲ The most valuable output came from our "underutilized" individual.

✲ People were being burned out by the wrong kind of work, not too much work.

The most potent feature of the system:

"Workload Scoring with Impact Adjustment"

Every task is different.

1 strategic task = 3 tactical tasks in cognitive load
1 creative task = 2 analytical tasks in energy drain
1 collaborative task = 1.5 solo tasks in time required

The AI weights everything appropriately.

Results after 8 weeks:

➝ 34% increase in high-impact work completed
➝ 56% reduction in "I'm overwhelmed" messages
➝ 0 people working weekends (down from 5)
➝ 89% team satisfaction score (up from 62%)

It exposed that our workload problem wasn't volume it was misalignment.

Who needs this?

Every manager who:

⇢ Assigns work based on "who has time"
⇢ Deals with constant "I'm overloaded" complaints
⇢ Sees uneven performance across similar roles
⇢ Struggles with succession planning
⇢ Wants to develop their team strategically

The framework (simplified):

Input: Tasks + Team Data
↓
AI Analysis: Skill Match + Capacity + Priority
↓
Optimization: Balance cognitive load, not just hours
↓
Output: Recommendations with reasoning
↓
Manager: Approve/Adjust
↓
Tracking: Measure actual outcomes
↓
Learning: Improve future distributions

Building this taught me:
Most workload problems are actually:

Poor task-skill matching (40%)
Invisible cognitive load differences (30%)
Unclear priorities (20%)
Actual capacity issues (10%)

AI solves # 1-3. Hiring solves # 4.

What's your team's biggest workload challenge?

Comment below and I'll tell you if AI can solve it.

PS: If you're a manager still doing this manually, you're wasting 10+ hours per month. Let's fix that.

The 1 Habit That Made Me Twice as Productive

A simple shift that transformed how I work and how every finance professional can too.

Most productivity advice tells you to "plan more," "optimize your tools," or "wake up at 5 AM."

None of that changed anything for me.

The habit that actually doubled my productivity was this:

➝ I started doing ONE high-impact task before opening my inbox.

That’s it.

Here’s why it works especially in finance 👇

❖ 1. Your inbox steals your priorities

The moment you open your inbox:
You stop leading your day.
You start reacting to everyone else’s problems.

But your most valuable work happens before the world reaches you.

❖ 2. High-impact tasks need a quiet brain

Variance analysis, forecasting, building models, preparing reports.

These require clarity, not chaos.

Doing them first means:
✓ fewer errors
✓ better insights
✓ faster execution

❖ 3. You make more progress in 60 minutes than in 6 hours

I set a simple rule for myself:

"No email, no Teams, no Slack… until one meaningful task is done."

I call it:

The Daily Anchor Task

Example anchor tasks my clients use:

Finalize the forecasting assumptions

Clean and prep data for reporting

Review the top 3 risk indicators

Build that model you’ve been avoiding

Write the CFO summary before collecting feedback

Finishing just one of these sets your entire day on a different trajectory.

❖ 4. The results shocked me

After 30 days:

✓ Month-end close became smoother
✓ My reviews became faster
✓ I stopped working evenings
✓ My stress dropped
✓ My output improved
✓ My team got clearer direction

And I realized something important:

Most finance pros are not unproductive they're just starting their day in the wrong place.

Try this tomorrow:

Before opening anything:

✲ Choose one needle-moving task
✲ Work on it for 45–90 minutes
✲ Only then check your inbox

Do this for 7 days and watch what happens.

I analyzed the CFOs who consistently beat quarterly forecasts.

They all use these 7 headline formulas in their reporting:

The "How To"
➝ focuses teams on continuous improvement

The "List"
➝ organizes priorities that actually matter

The "Fearmonger"
➝ spots financial risks before they explode

The "Mistakes"
➝ learns from errors instead of hiding them

The "Bizarre"
➝ challenges assumptions everyone accepts

The "Social Proof"
➝ applies what's working elsewhere

The "Testimonial"
➝ shares measurable wins that inspire action

Great forecasting isn't about perfect prediction.

It's about clear communication, risk awareness, and data-driven decisions.

Which headline formula are you using this quarter?

Save this. Your board will notice the difference.

Most CFOs miss their forecasts by 20%+ every quarter. The best ones?

They're within 3%.

What's the difference?
It's not smarter models.
It's smarter habits.

Unpopular opinion: IQ is overrated in finance leadership. There. I said it.

Every CFO candidate has a strong IQ.

That's table stakes.

But here's what actually separates the ones who thrive:

✲ IQ gets you the technical credibility
✲ EQ gets you through the board crisis at 11 PM
✲ SQ gets you the partnerships that move business forward

I've watched incredibly smart finance people plateau.
Not because they couldn't build the model.

Because they couldn't:

➝ Calm the team during restructuring
➝ Read the room during investor meetings
➝ Build trust across departments

The modern CFO role demands all three.
Analysis without empathy = strategy nobody follows.

Strategy without relationships = ideas that never launch.

Stop optimizing for intelligence.
Start optimizing for influence.

Which one needs your attention right now?

After years in finance reviewing balance sheets for companies of every size, I realized something surprising:

The numbers tell you as much about leadership as they do about money.

Here's what I mean 👇

➝ Healthy companies have balanced numbers and balanced leaders.

When a company's financials are constantly overley averaged or reactive, it often mirrors leadership that's running on adrenaline instead of alignment.

A stable balance sheet usually comes from leaders who know how to say no to distractions, vanity projects, and short-term wins.

➝ Cash flow reflects clarity.

Whenever I saw a company struggling with liquidity, it wasn’t always a revenue problem.

It was often a communication problem; teams weren't aligned on priorities, decisions, or resource allocation.

Leadership clarity = financial stability.

➝ The numbers never lie about culture.

If you want to understand a company's culture, look at the expense breakdown.

Are investments going toward development, innovation, and people or constant damage control?

Leaders who invest with intent create organizations that grow with purpose.

➝ Profitability isn't perfection.

Some of the healthiest companies I’ve worked with weren’t the most profitable; they were the most disciplined.

They managed volatility, stayed grounded in fundamentals, and made decisions slowly but precisely.

After reviewing 1,000 balance sheets, I stopped seeing them as financial reports.

I started seeing them as leadership mirrors.

Every number is a decision.
Every ratio is a reflection.

And every healthy balance sheet starts with a leader who understands the power of restraint, focus, and foresight.

👉 What do you think a company's financials say about its leadership?

✲ Step 1 — Extract the PDF Cleanly (Don't Copy-Paste)

Copy-paste breaks structure.
Use this instead:

➝ Adobe Extract
➝ ChatGPT "Upload PDF"
➝ UPDF / SmallPDF

These tools preserve sections, headers, and tables crucial for accurate summarization.

✲ Step 2 — Run a Structured Breakdown (Not a Summary Yet)

Before summarizing, get AI to map the document.

Use this prompt:

"Break this document into its core sections. For each section, list:
– The purpose
– The key points
– Any decisions, risks, or actions mentioned."

This gives you a clean skeleton to work with.

✲ Step 3 — Identify What Actually Matters (The Finance Filter)

Every finance document has 5 categories that matter:

Impacts (What changes?)

Risks (What could go wrong?)

Decisions (What needs approval?)

Deadlines (What’s time sensitive?)

Actions (What must finance do?)

Ask AI:

"From this breakdown, extract only the impacts, risks, decisions, deadlines, and required actions."

This step removes 80% of the noise.

✲ Step 4 — Generate the 1-Page Summary

Now merge everything into a single, structured page.

Use this exact format:

PAGE TITLE: Summary of [Document Name]

➝ 1. What This Document Is About
1–2 sentences.

➝ 2. Key Changes / Impacts
Bullet points.

➝ 3. Risks & Controls
Bullet points.

➝ 4. Required Decisions
Bullet points.

➝ 5. Deadlines
Clear dates.

➝ 6. Required Actions for Finance
Who needs to do what.

Ask AI:

"Create a concise 1-page summary using the format above. Keep it strictly actionable, avoid fluff, and prioritize what a CFO or Finance Manager needs to know."

✲ Step 5 — Add the "Executive Layer" (Optional but Powerful)

Ask AI:

"Give me 3 recommended actions a CFO should take based on this document."

This turns a summary into a leadership briefing.

Now you can ask Gemini to “create a presentation” with a single prompt (and all your project notes). Try it out for yourself:

✲ Step 1 — Standardize the Approval Request Input

Create a simple template your team must follow:

⋄ Approval Request Template:
⋄ What needs approval
⋄ Amount / impact
⋄ Deadline
⋄ Supporting file(s)
⋄ Recommended action

Paste this into AI:

“Check this request for completeness and rewrite it in a clear, standardized format.”

This removes back-and-forth before approvals even start.

✲ Step 2 — Automatically Generate the Email

Use AI to transform that structured request into a ready-to-send email.

Prompt:

“Write an approval request email using this data.
Tone: concise, professional.
Include: summary, action needed, deadline, and attachment list.”

AI produces a clean, CFO-ready message in seconds.

✲ Step 3 — Add Logic-Based Email Scripts

This is where automation kicks in.

Create 3 reusable scripts:

A. Initial Request

Subject: Approval Needed: [Item] by [Deadline]
Includes summary + clear ask + decision options.

B. Reminder Script

Subject: Reminder: Approval Pending for [Item]
Triggered if no reply after X hours/days.

C. Escalation Script

Subject: Escalation: Unapproved Item Risking Deadline
Sent to the next approver automatically.

Store all three scripts inside your AI workspace so anyone can reuse them.

✲ Step 4 — Build the Automation Loop

Use your AI assistant + email tools to run the flow:

✓ Team member submits request → AI validates
✓ AI rewrites + generates email → sends it
✓ If no response → auto-reminder
✓ Still no response → escalation
✓ Once approved → AI logs and updates tracker

This eliminates:

⋄ Manual follow-ups
⋄ Lost emails
⋄ "Where is this now?" confusion
⋄ Deadline slippage

For one finance team, this cut cycle time by 43% in the first month.

✲ Step 5 — Auto-Update Your Tracker

Ask AI to extract:

⋄ Approval status
⋄ Date
⋄ Approver
⋄ Notes
⋄ Next steps

And automatically update:

➝ Excel tracker
➝ Finance dashboard
➝ Teams/Slack channel

No more outdated logs.

What This System Solves

Finance teams using this now report:

✓ Faster sign-offs
✓ Less email clutter
✓ Clear visibility on bottlenecks
✓ Fewer compliance issues
✓ Zero follow-up stress

Because every approval moves automatically, without you chasing anyone.

The smartest people in finance don't think in numbers. They think in assumptions.

Because, this truth no one talks about:

Most financial mistakes don’t come from bad math
they come from invisible assumptions that nobody questioned.

I've seen it happen inside billion-dollar companies and small teams alike:

Forecasts fail because someone "assumed" growth would continue.

Budgets collapse because someone "assumed" last year's costs would repeat.

Cash runs tight because someone "assumed" payment behavior never changes.

And the dangerous part?

Assumptions rarely live in spreadsheets.
They live in minds.

That's why the next evolution of finance isn’t just AI automation.

It's AI interrogation.

The ability to ask your systems:

"What assumptions are baked into this forecast?"

"What happens if they’re wrong?"

"Which variable breaks first?"

Imagine having a workflow that identifies the fragile parts of your decisions before reality does.

Not predicting the future
pressure testing the present.

That's where finance becomes a strategic superpower.

Not just reporting numbers…
but revealing the hidden logic that runs behind them.

👉 "Are your numbers right?" is not the question.
"Are your assumptions?" is the true question.

This new guide breaks down exactly how to use ChatGPT to perform real-world financial analysis tasks, the kind you do every week 👇

Inside the guide:

➝ How to prep and structure your financial data
➝ Prompts for ratio, trend, and comparative analysis
➝ Building DCF & scenario models
➝ Interpreting statements with AI
➝ Using ChatGPT for investment and forecasting insights

⚙️ Plus: Best practices, limitations, and advanced finance prompts you can start using today.

Finance isn’t just about analyzing numbers anymore.
It’s about analyzing them faster, smarter, and with better context.

Save this carousel ! it’s your step-by-step playbook for combining financial acumen + AI intelligence.

How to Use ChatGPT for Financial Analysis (Step by Step)

7% of CFOs have deployed agentic AI in live workflows.

That number surprised me. Not because it's high. Because it’s exactly how finance operates.

We don't chase hype. We deploy with precision.

I’ve been tracking this shift for months at Upvance. The CFOs winning with AI aren’t the ones making big announcements. They’re the ones running quiet pilots in three specific areas:

Drafting planning documents. Monitoring expense anomalies. Report generation.

Notice what's missing? Treasury operations. Payment authorization. Statutory compliance.

This is surgical adoption. Not wholesale transformation.

Last month I spoke with a CFO at a mid-sized manufacturing firm. She deployed an AI agent to flag unusual expenses. Nothing fancy. Just pattern recognition across vendor invoices.

First week? It caught a duplicate payment error her team had missed. Saved $43,000.

But here's what she told me that stuck: "The AI didn’t replace my team. It gave them time to think."

Her AP team went from drowning in invoice matching to focusing on vendor negotiations and cash flow optimization. Productivity up 28%. Headcount unchanged.

That's the pattern I keep seeing.

Finance leaders understand something others don’t. AI isn't about replacing humans. It’s about elevating what humans can do.

We're not deploying AI in high-risk areas yet because the governance frameworks aren't ready. No explainability for statutory compliance. No audit trails robust enough for payment authorization.

But in low-risk, high-volume work? The ROI is measurable and immediate.

The finance function has always been about control, accuracy, and efficiency. AI agents, deployed correctly, amplify all three.

So while other departments experiment broadly, we're proving value narrowly.

And in twelve months, when the board asks "where's our AI strategy?" finance will have the only answer that matters.

Real results. In production. With governance.

Are you running any AI pilots in your finance function?

Here are the 12 Excel + AI combos that save my clients 5–10 hours/week without changing their entire workflow 👇

✲ 1. Variance Analysis + AI Narratives

You run the formulas.

AI explains why the variances happened in plain English ready for your CFO slides.

Prompt:
“Summarize the key drivers behind these variances and highlight the 3 biggest risks.”

✲ 2. Pivot Tables + AI Insights

Excel organizes the data.
AI pulls the patterns you’d miss.

Use it for:
➝ Customer churn patterns
➝ Department cost anomalies
➝ Month-end close bottlenecks

✲ 3. Forecasting + AI Scenario Modeling

Excel forecasts the baseline.
AI generates 3 alternative scenarios instantly.

Ask AI:
“Stress test this forecast under pessimistic, base, and optimistic cases.”

✲ 4. Power Query + AI Data Cleaning Rules

Power Query transforms the data.
AI writes the cleaning logic for you.

Example:
“Give me a Power Query script to remove duplicates, fix date formats, and standardize supplier names.”

✲ 5. SUMIFS + AI Error Checking

SUMIFS does the math.
AI checks for broken logic, missing conditions, and incorrect ranges.

Perfect for avoiding embarrassing reporting mistakes.

✲ 6. Excel Tables + AI Process Documentation

Excel structures your data.
AI writes your internal SOP in minutes.

Ask AI:
“Document this workflow in 5 steps so a new analyst can repeat it.”

✲ 7. Power Pivot + AI Dashboard Commentary

Your dashboard shows the numbers.
AI writes the executive summary.

Great for board meetings, CFO packs, and investor decks.

✲ 8. XLOOKUP + AI Relationship Mapping

Excel finds the matches.
AI explains the relationships and highlights mismatches.

Perfect for reconciliations & mapping files.

✲ 9. Conditional Formatting + AI Risk Signals

Excel highlights changes.
AI interprets what the highlighted patterns mean for finance risk.

✲ 10. Data Validation + AI Rule Generation

Excel prevents input errors.
AI builds the logic:

➝ Range rules
➝ Dependency rules
➝ Error message logic

✲ 11. Excel Macros + AI Macro Writing

You describe the task.
AI writes the VBA for you.

Example:
"Write a macro that refreshes all queries, saves the file, and exports sheet 'Summary' as PDF."

✲ 12. Financial Models + AI Audit Checks

Excel builds the model.
AI:

➝ Performs logic checks
➝ Spots unrealistic assumptions
➝ Highlights circular references
➝ Suggests improvements

This combo alone has saved my clients dozens of hours.

Bottom Line

You don't need to choose Excel or AI.

The real productivity boost comes from combining them.

Finance pros who learn these combinations:

✔ Close faster
✔ Report smarter
✔ Save hours weekly
✔ Reduce errors
✔ Deliver high-impact insights

95% fail.

And not because the technology is flawed, but rather because people are afraid.

Afraid to pose stupid queries.

Afraid to test untidy data.

Afraid to acknowledge that they don't fully comprehend the recent algorithmic decision.

Everyone wants AI transformation, but no one wants AI transparency, as I've observed in boardrooms and finance teams.

You can deploy AI that subtly discriminates, overfits, or simply adds more chaos to your Excel hell even if you have every certification, ISO number, and consultant on speed dial.

Purchasing AI tools is not the way of the future in finance.

The goal is to increase AI literacy.

Spend ten minutes this weekend.
Ask yourself or your group these three questions:

➝ Which decisions within our organization are already impacted by AI?

➝ Who verifies the fairness of that decision?

➝ And could we explain why if something goes wrong?

You've just discovered your next leadership challenge if your response is "no idea."

Stop describing, start showing!

One of your most requested features. Your design inspiration is now a core part of the Stitch canvas.

Bring in any inspirational image or screenshot to add rich visual context to every step of your design journey from initial idea to final edit.

Four easy ways to add images:

Drag & drop
Paste (CMD/Ctrl+V)
Direct upload button
Attach to prompt

Select images alongside your screens (CMD/Ctrl+Click) to provide the ultimate context for your next generation or edit.

Coming soon: The ability to seamlessly incorporate images (logos, profile pics) directly into your generated designs.

Your week doesn't collapse due to unrest.

Decisions force it to collapse.

What should be given priority?
Things to put off.
What should be let go of?

Before the work even starts, most professionals burn out in this mental jumble.

I created this guide for that reason:

You may win your week before it begins with these five ChatGPT prompts.

You'll discover how to:

✲ Clearly define priorities
✲ Organize your days of emphasis
✲ Transform chaos into order
✲ Automate your mental preparation

Time management is not what this is.
It's the control of attention.

Save this post, try out one of the prompts, and experience the difference that comes from letting AI think before you act.

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Derwish Rosalia MSc RA's Linkedin Analytics

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Derwish Rosalia MSc RA's Linkedin Analytics

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