LinkedIn thread is filled with posts on how CFOs are using AI for driving business strategy. When in reality AI cannot even give a proper social media content strategy.

AI can sound like it is offering deep wisdom when you ask it frame a strategy. But will it really work? There is no guarantee. At the end of the day it is a language engine. It knows how to sound smart without being really smart.

Human beings also often imitate and may copy others in decisions. But we get a sudden spark out of nowhere when shampoo runs into our eyes or while waiting at the traffic signal, which makes us go back to the drawing board to revise the strategy.

I doubt AI will ever do that.

So, dear CFOs, if you are being anxious that you are falling behind others in using AI to drive your financial strategy, don't be. Those posts are FOMO baits from those who have no clue how finance, forecasting, or strategy works.

I use AI as a nice research assistant, as a brain storming partner, as an editor, and as a clerk. I may one day even let it handle my spreadsheets for real. But I am not ever going to use it as my advisor.

PS: The few times I used AI's "advise" to increase the engagement potential of my post, they bombed miserably. That is how bad it is as an advisor.

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Every Claude prompt I use for finance.

30 copy-paste templates. Free.

🙂 Here’s my resource: “30 Copy-Paste Prompts for Claude in Finance”: https://lnkd.in/ghAe4BNj

Most people using Claude for finance?

Getting maybe 20% of what it can do.

Not because the tool is limited.

Because their prompts are garbage.

""Analyze this stock"" → garbage output
""Summarize this filing"" → generic summary

Here's the difference between a bad prompt and a great one:

Bad: ""Analyze Apple's earnings""

Good: ""You are a senior equity research analyst covering mega-cap tech. Analyze the attached Q1 transcript for Apple. Extract: (1) Key financial metrics vs consensus, (2) Management guidance changes with exact quotes, (3) Tone shifts from prior quarter, (4) New strategic initiatives, (5) Top analyst concerns from Q&A. Format as a 1-page brief.""

Night and day.

I compiled my 30 best prompt templates across:

→ Equity Research (5 templates)
→ Investment Banking (5 templates)
→ Private Equity (5 templates)
→ Financial Modeling (5 templates)
→ Claude Code & Automation (5 templates)
→ Pro tips that make EVERYTHING better

Each prompt includes:
✓ The full template (copy-paste ready)
✓ When to use it
✓ Expected output format
✓ Customization tips

The analyst who prompts well ships 5x faster than the one who types ""analyze this.""

You can download “30 Copy-Paste Prompts for Claude in Finance” from: https://lnkd.in/ghAe4BNj

P.S. Pair this with Claude's finance plugins for 10x results.

I run a lean operation as GrowCFO's CEO and CFO.

Some great people, a clear strategy, and five AI tools I use almost every single day.

Here's how I use each one:

ChatGPT (GPT-5.2)
1. Drafting board-ready summaries from messy financial data — GPT-5.2 is specifically optimised for spreadsheet formatting and financial modelling 2. 2. Researching markets and benchmarking competitors fast using Deep Research, which browses hundreds of sources and produces fully cited reports.
3. Brainstorming pricing strategy and revenue model scenarios — Projects now lets me save outputs as a reusable knowledge base.

Claude (Sonnet 4.6)
1. Building detailed financial forecast models directly in Excel (Claude in Excel now connects live to data providers like S&P Global, PitchBook, and FactSet via MCP, without leaving the spreadsheet).
2. Reviewing contracts and flagging commercial risk in plain English — Sonnet 4.6 leads on the Finance Agent benchmark and matches Opus on complex document comprehension.
3. Analysing customer and revenue data to spot trends before they bite — the 1 million token context window means I can feed it entire datasets in a single pass.

Google Gemini (Gemini 3.1 Pro):
1. Searching across Google Drive to surface documents instantly — the Gemini side panel works across Drive, Docs, Sheets, Slides, and Gmail in one place.
2. Summarising long email threads so I can respond in minutes, not hours — Gemini now grounds Copilot-style directly in the open email you're reading.
3. Turning rough notes into polished proposals and pitch decks — Gemini 3.1 Pro brings significantly improved reasoning for complex, multi-step tasks.

Microsoft Copilot (powered by GPT-5.2):
1. Converting meeting transcripts into action logs inside Teams — Voice Catch-Up in Outlook now does this hands-free on mobile
2. Automating repetitive Excel reporting tasks I used to do manually — Agent Mode in Excel actively edits and refines spreadsheets through multiple steps, reasoning through changes as it works.
3. Rewriting dense financial narratives into exec-friendly language — the new Thinking Mode selector lets me tune Copilot for speed, creativity, or precision depending on the task

Google NotebookLM (now under Google AI Pro):
1. Creating my monthly CFO report as presentation slides to walk through with our leadership team — I feed it the numbers and notes, it builds the Slide Deck using Gemini 3 and Nano Banana Pro, structured and presentation-ready
2. Turning recorded interviews into structured research notes — Deep Research mode can now actively scour the web to build citation-backed briefing documents from scratch
3. Building a private knowledge base from GrowCFO's internal frameworks — notebooks now feed directly into the Gemini app, so my knowledge base is live across every tool I use.

AI isn't replacing my thinking.
It's making me faster, sharper and focused on the most crucial decisions.

Do you agree with the CFO tools I use for each task?

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?

we’re all experimenting with AI

And if I’m honest, many people I speak with carry some frustration

The hallucinations
The confident tone masking thin sourcing
The three-bullet summaries
The questionable source material
The answers that sound right but lack provenance or context

In finance, that simply doesn’t work.

When capital is moving probably correct isn’t good enough.

That’s why I’m excited about Bloomberg launching ASKB

Not because it’s chat with your data
But because it’s conversational AI grounded in a deep, historical, structured financial (and non financial) data with transparent source attribution.

For me, that matters

It means:
 Asking complex company or market questions in natural language
 Seeing exactly where the answer comes from
 Moving from question  analysis  execution quicker

It feels like intelligence embedded directly into how professionals already work

If horizontal AI changed how we search, vertical AI (trained and grounded into real financial data & workflows) may change how we build conviction in our decision making

ASKB feels like a step in that direction

Learn more about ASKB and Bloomberg Al: https://bloom.bg/
4rcVQVj