How to use AI in finance?
Direct answer
In finance, AI models scenarios, analyzes statements, summarizes annual reports and drafts pitches. Combine ChatGPT with spreadsheets and Perplexity for public data.
How we think about it
- Fast scenario modeling
- Automated comparative analysis
- Report summaries
- Executive presentations
Related questions
Which tools are indispensable?
ChatGPT or Claude for writing and analysis, Perplexity for research with sources, and at least one automation tool (Zapier, n8n or OpenClaw).
How long to see results?
Between 7 and 21 days practicing at least 30 minutes per day on real cases.
Can I do this without a technical team?
Yes. Most workflows don't require coding.