Tired of spending hours cleaning spreadsheets, pulling data, and emailing “final_final_v3”? 😩
In this video, you’ll learn how to automate your entire finance workflow in under 30 minutes using n8n — no code required.
I’ll walk you step-by-step through building a real automation that:
✅ Runs every morning automatically
✅ Pulls your finance data from Sheets or SQL
✅ Cleans, summarizes, and formats it
✅ Sends a daily report straight to your inbox or Teams
✅ Logs every run for audit and accuracy
Mike's F9 Finance
Senior finance leader
Automate your work. Make it to dinner. Helping finance pros reclaim nights & weekends
🎁 15 free 5-min automations ⬇️
10/09/2025
Excel just got smarter. ⚡
Here are 5 AI tools hiding inside Excel that can save you hours every week.
💬 ChatGPT → build templates from scratch
📊 Analyze Data → instant charts, no formulas
🧠 Copilot Chat → talk to Excel in plain English
📝 =COPILOT → AI inside your cells
🤖 Agent Mode → full hands-free automation
Save this carousel for your next workday.
The future of Excel is already here — and it’s way faster than we think.
10/02/2025
Excel has a secret “do it for me” button… and you’ve probably never clicked it. 👀
In this carousel, I’ll show you how Office Scripts can:
✅ Turn 45 minutes of cleanup into 5 seconds
✅ Format reports across tabs instantly
✅ Consolidate branch files without copy-paste
✅ Keep your KPIs in sight while you work
👉 Swipe through, save this post for later, and comment: What’s the first thing YOU would automate in Excel?
09/25/2025
Still grinding through GL dumps, variance commentary, and endless email threads? 👀
Here’s the thing: Microsoft Copilot can cut hours off your reporting and close — if you know how to use it right.
I put together a quick carousel with 5 practical hacks you can drop into Excel, PowerPoint, Outlook, and Teams today:
⚡ Turn GL dumps into clean anomaly shortlists
⚡ Draft variance commentary in seconds
⚡ Build CFO-ready decks in minutes
⚡ Cut 90 minutes of email review down to 25
⚡ Summarize meetings and assign action items instantly
Pro tip → Copilot is your sharpest intern, not your auditor. Always reconcile back to the GL.
👉 Swipe through the carousel and let me know: which hack would save you the most time this month?
09/18/2025
⚡ Tired of waiting on slow Power BI dashboards?
This carousel breaks down 5 secrets to lightning-fast models you can use right now:
1️⃣ Star schema design
2️⃣ Smart storage modes
3️⃣ Efficient calculations
4️⃣ Better date handling
5️⃣ Data optimization
These are simple tweaks that save you hours and make your reports run like they should.
🔖 Save this post for your next project.
💬 Comment your favorite Power BI tip below!
09/11/2025
I built a Custom GPT in 2 minutes that saved me 2 hours of work.
No coding. No IT tickets. Just drag, drop, and done.
👉 Regular GPTs are powerful, but they don’t know your business.
👉 Custom GPTs are different—they know your policies, your templates, and your workflows.
In this carousel, I’ll show you:
• Why Custom GPTs are game-changers for finance pros
• Step-by-step how to build one in ChatGPT
• 3 real-world use cases that save hours every month
If you’ve ever felt like a spreadsheet janitor, this is your way out.
💬 Drop “GPT” in the comments and I’ll send you my starter instructions.
09/05/2025
Most finance teams wait months for budget approvals before automating anything.
.
Here’s the truth: you don’t need to wait.
I’ve used free tools to prove value in days — automating reporting, cleaning messy data, and building dashboards that actually get read.
This carousel walks you through 7 free tools that can save you 10+ hours a week:
Tools to catch and move data automatically Tools to clean and consolidate messy exports
Tools to turn spreadsheets into CFO-ready dashboards
The kicker: once you prove the value, swapping to paid versions later is easy.
Momentum > perfection.
Swipe through, and then tell me: which free tool are you going to test first?
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