Joe Monroe

[Joe Monroe @bosox024]

@BoucherNicolas Claude

[Joe Monroe @bosox024]

@BoucherNicolas Copilot

[Nicolas Boucher @BoucherNicolas]

How to become Pro at AI in Excel (my personal handbook)
👉 Comment "COPILOT" and I will send your copy for free

Companies pay me $10,000+ for workshops where I teach AI for Finance

And the no. 1 question I get from finance teams right now:
"How do I actually use Copilot inside Excel?"

Most finance pros have access to Edit with Copilot through their Microsoft 365 license
and don't even know it exists

I built a complete guidebook that walks you through everything

Here's what's inside:

1. How to activate Edit with Copilot (step by step)
→ Where to find it in the ribbon
→ How to switch between GPT-5.2 and Claude Opus 4.6
→ Works on Web, Windows, and Mac

2. Build a full revenue model from a single prompt
→ SaaS subscription model with 3 product tiers
→ Editable variables: price, growth, churn
→ MRR, ARR, and trend charts generated automatically

3. Ask AI to audit its own work
→ One prompt to find every formula error
→ Review proposed fixes before anything changes
→ You stay in control of the iteration

4. Build a 5-year three-statement model
→ Income Statement, Balance Sheet, Cash Flow
→ Cost of Product tab, Headcount tab, Summary tab
→ All connected with formulas and charts

5. Create management dashboards from your model
→ P&L evolution, product performance, sensitivity heatmaps
→ Copy charts straight into PowerPoint

I've seen FP&A managers spend days building models
that Edit with Copilot can draft in under 10 minutes

The AI gets you to 80–90%
Your finance judgment gets it to 100%

👉 Comment "COPILOT" to get the full guidebook and your free invite to my upcoming AI Finance Masterclass

♻️ Repost to help a colleague who's still building models the manual way

[Joe Monroe @bosox024]

@BojanRadojici10 Amazing productivity tool

[Nicolas Boucher @BoucherNicolas]

How to Become an AI CFO (the masterclass finance leaders are using to unlock 20-40+ hours a month)
👉 Comment "CFO" and I will send you the link to register for the masterclass

I am limiting this to the first 100 comments so move fast

The finance leaders using this method are getting back 20 to 40 hours a month
And it only takes about 1 hour a week to build

Most finance leaders already know AI can save them time
The problem is nobody shows them the exact workflow, so they open ChatGPT once, get a decent answer, and go right back to doing everything manually

That is exactly why I created this masterclass

In the masterclass, you will learn how to:

1. Create your own AI CFO Clone that takes the first pass on your analysis and your emails

2. Produce AI forecast dashboards with the drivers built in, the kind you actually want to show your peers

3. Cut days of manual work down to minutes with a handful of AI workflows you only need to set up once

4. Build real AI confidence, so you are never the one left behind while everyone else in finance is already using AI

I have trained 70,000+ finance professionals and worked with Mercedes-Benz, KPMG and Rakuten on this exact shift
Companies normally pay me $20,000+ for this training

👉 Comment "CFO" and I will send you the link to register for the masterclass

♻️ Repost so a finance leader in your network stops guessing and starts building

[Joe Monroe @bosox024]

@BoucherNicolas CFO

[Joe Monroe @bosox024]

@BojanRadojici10 Skills

[Joe Monroe @bosox024]

@BoucherNicolas Masterclass

[Joe Monroe @bosox024]

@BoucherNicolas Claude

[Joe Monroe @bosox024]

@BojanRadojici10 Looks great please send me the model

[Joe Monroe @bosox024]

@BojanRadojici10 Please send me the model

[Joe Monroe @bosox024]

@BojanRadojici10 Please send me the model

[Joe Monroe @bosox024]

@BojanRadojici10 Dashboards

[Joe Monroe @bosox024]

@BojanRadojici10 What an amazing productive tool

[Joe Monroe @bosox024]

@BojanRadojici10 Accounting

[Joe Monroe @bosox024]

@JoShowAdell Jason Stanford

[Joe Monroe @bosox024]

@baseball19121 Carlos Santana

[Joe Monroe @bosox024]

@Thinkk_Tank 81

[Joe Monroe @bosox024]

@BojanRadojici10 Amazing !!!!!

[Joe Monroe @bosox024]

@BojanRadojici10 What a time saver !!!