AI Finance Fundamentals

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    “Nicolas may be the best expert in the world on how finance leaders and professionals can be more effective and efficient using AI and large language models.”

    - Jeff Epstein, Partner at Bessemer Venture Partners, ex-CFO of Oracle, Board Member of Twilio

    Is AI Finance Fundamentals right for me?

    • You want to use AI to automate finance tasks and gain insights
    • You need a practical plan to implement AI quickly and safely
    • You want to lead your company's AI adoption in finance
    • You're worried about risks of financial data use with AI

    If you resonate with any of the above, this free email course can definitely help.

    What’s inside the AI Finance Fundamentals?

    Here's everything you get:

    Day 1: The #1 Reason Finance Leaders Fail with AI (And How to Fix It)

    • Learn why the "tech-first" approach holds teams back
    • Master the AI Delegation Framework for treating AI like a digital intern
    • Practice writing clear delegation instructions using real examples
    • Get templates for documenting your first AI task

    Day 2: 6 Essential AI Terms Every Finance Leader Must Know

    • Learn the only AI terms you really need to understand
    • Master 3 mental models that make AI click: Smart Spreadsheet, Pattern Finder, Knowledge Multiplier
    • See how AI terms connect to familiar finance concepts
    • Practice applying these concepts to your chosen task

    Day 3: The CSI-FBI Framework for Writing Perfect AI Prompts

    • Learn why "ask and hope" prompts waste time
    • Master the CSI Framework (Context, Specifics, Instructions)
    • Level up with FBI additions (Format, Blueprint, Identity)
    • Practice writing prompts for real finance tasks
    • Get templates for effective prompt engineering

    Day 4: Using AI Safely in Finance

    • Understand the real risks (and myths) about AI in finance
    • Learn which enterprise AI tools are safe for sensitive data
    • Master the crawl-walk-run approach to implementation
    • Get clear guidelines for data security and compliance
    • See how top companies maintain security while using AI

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    Get Lesson 1 immediately when you fill in the form at the top of this page.