Finance

Creating dynamic finance slide decks from live models

AI helps generate presentation decks directly from the underlying financial model so revenue, margin, and EBIT views update automatically when assumptions change.

Why the human is still essential here

Humans remain responsible for deciding what to present, interpreting the outputs in context, and using the updated analysis to support real business decisions.

How people use this

Auto-drafted management review deck

AI turns model outputs into a first-pass PowerPoint deck with slide titles, charts, and summary commentary for monthly finance reviews.

Microsoft PowerPoint Copilot

Live-linked scenario charts

Finance teams keep charts connected to the source model so changing an assumption in Excel refreshes presentation visuals immediately.

think-cell / Microsoft PowerPoint

Scenario board pack from planning data

Teams publish base, expansion, and downside views from a connected FP&A model into executive decks without manually rebuilding each page.

Anaplan / Pigment

Related Prompts (2)

Community stories (1)

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You spend days building financial models and slide decks.

You spend days building financial models and slide decks.
What if it took 10 minutes?

πŸ‘‰Join my free masterclass to see how: https://lnkd.in/dqQm8FjH


Here's what just happened:


One P&L. Three scenarios. A full 5-year model β€” in 5 minutes.

Then a live slide deck β€” in 5 more.


No copy-pasting between sheets.

No rebuilding slides from scratch.

No waiting a week to show updated numbers.


Here's how it works πŸ‘‡


Step 1: Give AI your P&L and define your scenarios


- Base: sales +3%/yr, margin steady, costs +2%

- US expansion: more aggressive top-line with explicit levers

- Pessimistic: sales βˆ’2%, margin βˆ’1pp, costs βˆ’1%


AI links everything end-to-end.


Each scenario pulls from the same assumptions sheet β€” so there's no copy-paste drift.


You tweak one driver β†’ the entire model updates instantly β†’ the math stays consistent.


Step 2: Ask for a dynamic slide deck


The deck reads from the same model.


You can present revenue, gross margin, and EBIT across all three scenarios β€” and change assumptions live in the meeting.


"What if US grows faster in 2030?"

β†’ One number changes

β†’ The charts update dynamically

β†’ You show the result right there β€” no need to wait another week


Think about that for a second:


You go from a raw P&L to a working model + interactive deck in 30 minutes.


The same work that used to take your team days.


⚠️ But don't skip governance


Treat AI like a sharp junior analyst on your team.


- Review the logic

- Stress-test edge cases

- Check formulas the same way you would with a human

- And use a corporate/enterprise environment β€” don't upload confidential data without a secure license


AI builds fast. Your job is to verify smart.


The finance professionals pulling ahead right now aren't working harder.

They're building in minutes what used to take days β€” then spending their time on the decisions that actually matter.


πŸ‘‰ Join my free AI CFO Masterclass:

https://lnkd.in/dqQm8FjH


πŸ’¬ What financial model would you build first with this workflow?


πŸ” Repost if your team still spends days on models and decks.

NB
Nicolas BoucherFounder at AI Finance Club
Mar 15, 2026