Blog
Practical guides on financial modeling for PE-backed CFOs and M&A analysts.
- Claude Code financeJune 17, 2026 · 8 min read
Claude Code for Finance: Building Financial Models That Hold Up
Finance teams are using Claude Code to build and edit financial models. What works, where it breaks on raw spreadsheets, and the setup that makes it reliable.
- auditable financial modelJune 10, 2026 · 6 min read
How to Build an Auditable Financial Model with AI
An auditable model answers 'where does this number come from?' in seconds. Here's how to build one with AI, with full dependency traceability both ways.
- AI financial model driftJune 10, 2026 · 6 min read
How to Build a Financial Model with AI That Doesn't Drift
AI does 80% of the modeling work, then drifts on the 20% that matters. Here's why models drift under AI, and how to keep the logic intact through edits.
- save tokens AI financial modelJune 10, 2026 · 5 min read
How to Save Tokens When Building Financial Models with AI
Claude re-reads your whole model on every edit, which is why tokens vanish in ten prompts. Here's how to build financial models with AI without burning budget.
- generate financial model with AIJune 10, 2026 · 7 min read
The Right Way to Generate a Financial Model with AI
AI generates a financial model in seconds. Most outputs drift, forget, and break. Here's the difference between generating a model and keeping one.
- will AI replace CFOMay 19, 2026 · 8 min read
Will AI Replace the CFO? The Two-Layer Answer
Anthropic puts business and finance at 94.3% AI coverage. But the CFO role isn't disappearing, it's splitting into two layers. Here's the framework.
- finance AI agent model layerMay 10, 2026 · 8 min read
Why Finance Agents Need a Model Layer, Not Just Spreadsheet Access
Connecting an AI agent to a spreadsheet gives it cells. A model layer gives structure, types, dependencies, and persistence. Here's why the difference matters.
- AI confidential financial data securityMay 6, 2026 · 6 min read
AI and Confidential Financial Data: What Actually Happens to Your Numbers
Using AI on confidential financial data? Here is what actually happens to your numbers, and why the tool architecture determines your real exposure.
- budget vs actuals financial modelingMay 5, 2026 · 10 min read
Budget vs. Actuals: Why Finance Teams Lose Hours Every Month to a Problem That Shouldn't Exist
Budget vs. actuals shouldn't take two days every month. Here's the structural root cause, and how finance teams eliminate the monthly reporting grind.
- financial model audit trail PEApril 28, 2026 · 9 min read
The Financial Model Audit Trail Your PE Board Will Actually Ask For
When the PE board asks 'where does this number come from?', you need a clean answer. Here's what a defensible financial model audit trail actually requires.
- shadow IT AI financial modelingApril 21, 2026 · 9 min read
Shadow IT in Finance: The Hidden Risk of Using AI for Financial Modeling Without a Framework
Shadow IT in finance is everywhere. Here are the 4 variables to map before using AI on client data, and what real AI governance actually looks like.
- understand inherited financial modelApril 14, 2026 · 11 min read
Understanding an Inherited Financial Model Fast: A Framework for M&A Analysts
Inherited a 200-tab model with a 2-day deadline? This framework helps M&A analysts map structure, flag red flags, and write a defensible review, fast.
- M&A financial model reusabilityApril 7, 2026 · 9 min read
How to Stop Rebuilding Your M&A Model From Scratch Every Deal
Every M&A deal rebuilt from scratch costs your PE-backed finance team days. Learn why separating model structure from data is the fix, and how to start.