Hi Reader ,

AI is moving from experimentation to execution inside finance teams.

And over the next 30 days, I’ll be sharing daily practical AI workflows, automations, and implementation ideas specifically for Finance & FP&A leaders.​

Topics will include:

• Automating repetitive reporting tasks
• Getting Python code for finance workflows
• Building reusable prompt libraries
• Using Copilot directly inside Excel
• ...and more!

You can follow the daily content here.

Today’s AI Tool: NotebookLM for Finance

Most finance teams are still using AI like a chatbot.

That’s the wrong approach.

NotebookLM is one of the most underrated AI tools for FP&A because it allows you to ground AI outputs using your own sources:

• 10-Qs
• Board decks
• Investor presentations
• Internal PDFs
• KPI reports
• Strategy documents
• Meeting transcripts

Instead of generic AI answers, you get finance-context-aware outputs with citations.

Here is my full guide for you.

​Notebook LM for Finance - Full Guide.pdf​

Claude Opus 4.8 for FP&A

Claude just released Opus 4.8.

And this update matters for finance teams.

It’s now better at flagging uncertainty, less likely to make unsupported claims and more capable for large-scale workflow execution

Here’s where finance leaders can use it immediately:

✅ Variance analysis and root-cause explanations
✅ Scenario modelling and sensitivities
✅ CFO-ready narrative generation
✅ Budgeting and reforecast support
✅ Data cleaning and anomaly detection
✅ Reusable finance automations

I also created an Excel file with prompts and examples to help finance teams operationalize these workflows.

Here you can download it:

​Claude Opus 4.8 for Finance.xlsx​

Free Masterclass Tonight

My friend Nicolas Boucher is hosting a practical session for finance leaders.

In this 1-hour session, you’ll see practical, real-world use cases:

• Automate reporting, forecasting & analysis without writing code
• Cut days of manual work down to minutes with AI workflows
• Adopt AI securely with confidence
• Keep on top of the rapid developments in tools and when you should use them

Live session details:​
Tuesday, June 2
11am EST | 4pm UK | 5pm CET

​Get your free seat now →​

Seats are limited.

No technical background needed—just show up and see what’s possible.

The future finance team will not look like today’s finance team.

The leaders learning AI workflows now will have a massive advantage over the next 3 years.

Thanks for reading the newsletter!

Christian Martinez

P.S. Want more real-world AI workflows for CFOs and FP&A teams? I post them regularly on LinkedIn, follow me here!