AI-assisted drafting of finance documents and communication materials

I invest in paid AI tools because the landscape is moving so fast. I use all five almost daily and each brings something different to my workflow. Here's what's changed recently in the tools I depend on:

ChatGPT Pro: Extended thinking on GPT-5.2 restored to full strength, file uploads expanded from 10 to 20 per message, and the new ChatGPT Agent rolling out for unified agentic workflows.

Claude Pro: Claude Sonnet 4.6 launched with major upgrades to coding, computer use, long-context reasoning, and design work. One million token context window now in beta for Pro users.

Google Gemini Pro and Ultra: Gemini 3.1 Pro arriving with expanded limits for paid users. Lyria 3 music generation now creates custom 30-second tracks from text or images. Direct scientific citations now stpreamline research.

Microsoft Copilot Pro: Agent Mode now live in Excel for autonomous spreadsheet tasks. Expanded grounding means Copilot pulls from more of your Microsoft 365 data. Text selection in Word lets you highlight any passage and ask Copilot to rewrite, explain, or expand it.

Google NotebookLM Plus: Now powered by Gemini 3.1 Pro. Video overviews turn your sources into short explainer clips. Interactive data tables let you query your documents like a database. And Google Classroom integration makes it a serious tool for educators.

The pace of improvement is relentless. If you're not staying current, you're falling behind.

And the free plan users are around 12 months behind everyone else.

Which of these tools do you use, and what's been your biggest win with AI this year?

Had a brilliant 1:1 session with a student at Westminster University and they asked me:

“Do you worry about AI taking your job?”

Honestly?

No. I don’t.

AI is powerful. It’s fast. It’s helpful.
It can draft reports in seconds and summarise data beautifully.

But will it replace humans completely?

Not a chance.

Here’s why 👇

AI is only as good as:
• The questions you ask it
• The information you feed it
• The human reviewing the output

It still gets facts wrong.
It mixes up dates.
It confidently states incorrect information.

In an audit? That would fail miserably.

And in tax or financial reporting, “almost right” is not good enough.

AI can speed up report writing — absolutely.
But if you don’t know what you’re looking for,
if you don’t know what should be there,
if you don’t understand the context…

You won’t spot the mistake.

And that’s where experience matters.

Judgement.
Commercial awareness.
Reading between the lines.
Understanding the human behind the numbers.

AI is a tool.

A very good one.

But it doesn’t replace accountability.
It doesn’t replace responsibility.
And it definitely doesn’t replace relationships.

So no — I’m not worried.

I’m adapting. I’m learning. I’m using it well.

Because the people who will struggle aren’t the ones being replaced by AI…

It’s the ones who refuse to learn how to use it properly.

Curious — would you be worried if you were in my industry? 👀

Most AI-in-finance conversations are too broad. Below is a deck that describes the framework I use as well as examples of where and how I incorporate AI across investing, portfolio work, and finance ops. AI has become a point of leverage for me that is constantly improving (e.g. the deck below was constructed from an outline, conversation transcript, and pictures of a whiteboarding session). I'm excited to be attending F Suite’s AI conference tomorrow to discuss AI strategies, frameworks, and processes. If you're using AI in your finance workflow, I'd love to hear what's landed for you.