Excel At AI In Finance https://f9finance.podbean.com Corporate finance is breaking people. Twelve-day closes. 9pm Sunday spreadsheets. The slow drip of falling behind while every other post on your feed warns that AI is coming for your job. That's the spot most finance pros are stuck in right now, and it doesn't get better by working harder.

Excel at AI in Finance is the weekly podcast for finance pros who want out of the grind. Each episode runs less than your commute or coffee break and walks you through exactly how I'm using AI to automate the work that used to own my Tuesday night. Excel automation, Power BI, Python, Claude, Copilot, ChatGPT. The real tools, in the real finance jobs you run every week.

]]> Tue, 14 Jul 2026 06:00:00 -0300 https://podbean.com/?v=5.5 en Copyright Michael Dion DBA F9 Finance - 2026 - All rights reserved Business 1440 episodic Corporate finance is breaking people. Twelve-day closes. 9pm Sunday spreadsheets. The slow drip of falling behind while every other post on your feed warns that AI is coming for your job. That’s the spot most finance pros are stuck in right now, and it doesn’t get better by working harder. Excel at AI in Finance is the weekly podcast for finance pros who want out of the grind. Each episode runs less than your commute or coffee break and walks you through exactly how I’m using AI to automate the work that used to own my Tuesday night. Excel automation, Power BI, Python, Claude, Copilot, ChatGPT. The real tools, in the real finance jobs you run every week. Mike Dion Mike Dion No false https://pbcdn1.podbean.com/imglogo/image-logo/22419381/Excel_At_AI_In_Finance_Logo8f7sf.png Excel At AI In Finance https://f9finance.podbean.com 144 144 Why AI Rollouts In Finance Keep Stalling Why AI Rollouts In Finance Keep Stalling https://f9finance.podbean.com/e/ai-rollouts-in-finance/ https://f9finance.podbean.com/e/ai-rollouts-in-finance/#comments Tue, 14 Jul 2026 06:00:00 -0300 f9finance.podbean.com/179ca9dc-0e07-30ec-bd6c-62563dd0ef05 Every vendor in finance is selling AI right now, and most of the pilots are quietly stalling. In this episode I break down the three failure modes I keep seeing across real finance functions, why each one happens, and the exact set of questions I'd ask before any AI tool ever rolls into your function again. If you've watched an AI pilot go quiet in the last year, or you're staring down a vendor deck right now, this one is for you.

In This Episode
  • Why "tool first, not job first" kills most AI rollouts before month 3
  • The specific question that separates pilots that ship from pilots that stall
  • Why the CFO mandate is necessary but not sufficient (and who actually needs to own the build)
  • The AI-ready data myth vendors are selling, and what's really the bottleneck
  • The 3 questions to ask before any AI tool gets bought in your finance org
The Takeaway

"The finance pros who learn to ask these three questions become the people their function relies on when AI is on the table. They become the ones their company can't afford to lose."

Resources Mentioned About the Host

Mike runs F9 Finance and is a senior finance leader working in the trenches. He writes the Finance AI Insider newsletter and runs the Finance AI Lab community for finance pros learning AI without the hype.

This Week's Sponsor

This week's episode is brought to you by Finance AI Lab. One new AI skill. Every two weeks. 15 minutes a day. The Lab is where finance pros build the AI skills that make them the ones their company can't afford to lose. Each roadmap runs ten working days at fifteen minutes each. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/finance-ai-lab/

]]> Every vendor in finance is selling AI right now, and most of the pilots are quietly stalling. In this episode I break down the three failure modes I keep seeing across real finance functions, why each one happens, and the exact set of questions I'd ask before any AI tool ever rolls into your function again. If you've watched an AI pilot go quiet in the last year, or you're staring down a vendor deck right now, this one is for you.

In This Episode
  • Why "tool first, not job first" kills most AI rollouts before month 3
  • The specific question that separates pilots that ship from pilots that stall
  • Why the CFO mandate is necessary but not sufficient (and who actually needs to own the build)
  • The AI-ready data myth vendors are selling, and what's really the bottleneck
  • The 3 questions to ask before any AI tool gets bought in your finance org
The Takeaway

"The finance pros who learn to ask these three questions become the people their function relies on when AI is on the table. They become the ones their company can't afford to lose."

Resources Mentioned About the Host

Mike runs F9 Finance and is a senior finance leader working in the trenches. He writes the Finance AI Insider newsletter and runs the Finance AI Lab community for finance pros learning AI without the hype.

This Week's Sponsor

This week's episode is brought to you by Finance AI Lab. One new AI skill. Every two weeks. 15 minutes a day. The Lab is where finance pros build the AI skills that make them the ones their company can't afford to lose. Each roadmap runs ten working days at fifteen minutes each. Fifty-nine dollars a month, cancel anytime. https://www.f9finance.com/finance-ai-lab/

]]> Mike Dion false No 1047 1 full Welcome to Excel at AI in Finance (Show Trailer) Welcome to Excel at AI in Finance (Show Trailer) https://f9finance.podbean.com/e/trailer/ https://f9finance.podbean.com/e/trailer/#comments Fri, 10 Jul 2026 14:27:59 -0300 f9finance.podbean.com/3206634e-a871-3147-a9bd-709da1c638ff The AI playbook for finance pros who want their nights back.

The finance job is getting bigger every quarter. The day isn't getting any longer. Every week there's a new tool, a new LinkedIn post about someone who automated their entire close, a new AI conversation happening around you.

If you're the finance pro trying to keep up without giving up your evenings, your weekends, or the life you have outside the work, this show is built for you.

Excel at AI in Finance is a weekly podcast for corporate finance pros learning AI without the hype. Each week you get one thing you can take into your finance job right away:

  • A workflow you can rebuild on Monday
  • A frame for handling AI when your CFO asks
  • An honest read on the trend everyone's talking about
  • A conversation with someone who's already done the thing

Every episode opens with a real story from Mike's desk or a finance pro he's worked with. Not a hypothetical. Then a breakdown of what actually works. And an honest counterpoint at the close, because the AI advice you're hearing everywhere else has almost never touched a real finance function.

The rule: if a workflow only ships in a vendor demo, it doesn't ship on the show.

Because the finance pros who learn AI don't just keep their jobs. They become the ones their company can't afford to lose.

New episodes every Tuesday.

About the host:

Mike runs F9 Finance and is a senior finance leader working in the trenches. He writes the Finance AI Insider newsletter and runs the Finance AI Lab community for finance pros learning AI without the hype.

]]> The AI playbook for finance pros who want their nights back.

The finance job is getting bigger every quarter. The day isn't getting any longer. Every week there's a new tool, a new LinkedIn post about someone who automated their entire close, a new AI conversation happening around you.

If you're the finance pro trying to keep up without giving up your evenings, your weekends, or the life you have outside the work, this show is built for you.

Excel at AI in Finance is a weekly podcast for corporate finance pros learning AI without the hype. Each week you get one thing you can take into your finance job right away:

  • A workflow you can rebuild on Monday
  • A frame for handling AI when your CFO asks
  • An honest read on the trend everyone's talking about
  • A conversation with someone who's already done the thing

Every episode opens with a real story from Mike's desk or a finance pro he's worked with. Not a hypothetical. Then a breakdown of what actually works. And an honest counterpoint at the close, because the AI advice you're hearing everywhere else has almost never touched a real finance function.

The rule: if a workflow only ships in a vendor demo, it doesn't ship on the show.

Because the finance pros who learn AI don't just keep their jobs. They become the ones their company can't afford to lose.

New episodes every Tuesday.

About the host:

Mike runs F9 Finance and is a senior finance leader working in the trenches. He writes the Finance AI Insider newsletter and runs the Finance AI Lab community for finance pros learning AI without the hype.

]]> Mike Dion false No 84 full