Most accountants use spreadsheets every day. But what if AI could build the spreadsheet for you in minutes… and then turn it into a fully working app? That’s exactly what I show in this new video. In the example, I built a debt repayment calculator that helps clients see how different strategies (like snowball vs avalanche) affect how quickly they can get out of debt. Here’s what you’ll discover in the video: • How AI can generate a complete Excel model with formulas and calculations in minutes • Why choosing the right AI tool for the job makes a huge difference • How a simple spreadsheet can be transformed into an interactive client app with charts, sliders, and dashboards This is a great example of how accountants can move beyond spreadsheets and start building tools that deliver real advisory value to clients. Excel Models with Claude 👇 Watch the video below If you find it useful, please like the video and leave a comment on YouTube. It really helps the channel reach more accountants who want to learn how to use AI effectively. And I’m curious… What Excel spreadsheets do you use most in your work today? Tell me in the comments. I may use your ideas in a future video showing how to turn them into apps.

What if you could take a simple Excel idea… and turn it into a fully working app? In this short video, I walk you through exactly how I: - Designed a debt repayment calculator for advisory work - Built a powerful Excel model comparing Snowball vs Avalanche methods - Then transformed it into a clean, interactive app with sliders, charts and client views - Used the right AI tools at each stage instead of relying on just one If you work with clients who are in debt… this is serious advisory opportunity. Most accountants stop at spreadsheets. But imagine being able to: - Show clients visually how overpayments change outcomes - Compare strategies instantly - Deliver something that feels modern and high value That changes the conversation. And in the video, I also explain why choosing the right AI tool for the job makes all the difference. If you want the full process, step by step, I’m going deeper on this in the live webinar on WEDNESDAY. 👉 Book your place here Now I’m curious… 💬 What Excel spreadsheets do you currently use in your firm that could be turned into something more powerful? Drop them below.Your idea might become the next demo I build.

Many people here are intrigued about vibe coding and building financial dashboards, so I just uploaded this video to YouTube. Please watch it and if you enjoy it, hit the like button and comment (it helps my YouTube Channel) 🙏

Let me help you with the fundamentals. Last week I ran a live webinar to help people understand the key building blocks for using AI confidently and effectively. If you’re feeling overwhelmed by all the AI tools and changes (or unsure how this fits into the future of your work) this session is for you. 📺 I’ve just added the full replay below 👇 Here’s what you’ll discover inside: • ✅ The three critical things firms must focus on to stay relevant in the AI age • ✅ The simple definition of an LLM—and why it’s central to how accountants use AI • ✅ The #1 skill you need to learn to get better, faster results from ChatGPT • ✅ The real risk of AI “hallucinations”… and how to reduce them • ✅ A practical example of how to create a client-ready report in 2 minutes using AI • ✅ My top tools, tips, and privacy advice for using AI securely and efficiently • ✅ The most powerful use cases for firms—and how to start today with confidence This is a great place to begin (or reset) your AI learning journey with clarity and direction. 💬 After watching, let me know in the comments: What else would you like me to teach in this community? I’m listening… and building new training based on your feedback!

I’ve just published a new video showing a feature that genuinely surprised me… Data Tables inside NotebookLM. I finished filming a course… and the very next day this dropped. For accountants and bookkeepers, this could be one of the most practical upgrades we’ve seen in a long time. Why this video is worth watching: • You’ll see how a folder full of invoices can be turned into a structured data table in seconds, not minutes • You’ll discover why this is far quicker (and cleaner) than doing the same task with Agent Mode in ChatGPT • You’ll see a real example where the tool automatically spotted duplicate invoices vs receipts and fixed the problem for me I walk through the exact workflow, what worked, what I tested as an accountant, and why this opens up some very interesting possibilities… not just for expenses, but for lots of other types of data too. 📺 Watch the video here Now over to you… Once you’ve watched it, comment below and share: • What do you think of the new Data Tables feature? • What data would you want to analyse this way? • What use cases can you already see in your own work? Share your ideas so everyone can learn from them.