I use AI almost every day in my finance work
I use AI almost every day in my finance work—building models, pressure-testing assumptions, drafting executive communications, working through complex financial structures.
And honestly? I have no idea if that makes me early, average, or behind.
I’ve been heads-down the past 12 months and recently realized I have very little visibility into how others are actually using AI day-to-day.
Not the headlines or vendor demos—the real workflows.
For example, I’ve found the Claude add-in for Execl especially useful working with existing models to create additional what-if scenarios to evaluate different options from a financial perspective. (I’ve also found a human in the loop and detailed eye is necessary, as Claude has changed some existing formulas erroneously.)
So I’m genuinely asking: if you’re in finance, ops, or a leadership role—how are you actually using it?
→ What’s changed in your workflow (if anything)?
→ What’s been surprisingly useful?
→ What’s been a dead end?
No polished takes needed—just honest ones. Especially interested in hearing from operators in it day-to-day.