Blogs

The Best Large Language Models for Finance Work: Claude vs. ChatGPT vs. Gemini (2026) May 29, 2026

In 2025, Vals AI published the Finance Agent benchmark — a rigorous test of multi-step financial analysis tasks. Claude Sonnet 4.6 scored 63.3%. GPT-5 scored 59%. That's useful data. But it doesn't te...

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Agentic AI in FP&A: How Finance Teams Are Running Autonomous Forecasting in 2026 May 25, 2026

The traditional FP&A forecast cycle runs like this: analysts spend 70–80% of their time pulling data, consolidating models, and chasing business unit inputs. By the time the numbers are clean, there a...

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How to Use Claude for Financial Analysis: A Tested Workflow Guide (2026) May 21, 2026

Claude leads the Finance Agent benchmark at 63.3%, outperforming ChatGPT (59%) on multi-step financial analysis tasks. Financial models that historically require 4–6 hours now finish in under 40 minut...

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What Are AI Agents in Finance? A Plain-English Guide for CFOs (2026) May 17, 2026

You've used ChatGPT to draft a board narrative. You've asked Claude to summarize a 10-K. That's generative AI — you prompted it, it responded. Now imagine the AI didn't wait to be asked. It found the ...

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AI in FP&A: The Complete Guide for Finance Teams (2026) May 13, 2026

Every quarter, finance teams spend the equivalent of two full workweeks just gathering and cleaning data. According to FP&A Trends' 2025 benchmark survey, 46% of FP&A professional time goes toward dat...

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The CFO's Guide to AI in 2026: Strategy, Tools, and Transformation Roadmap May 09, 2026

Where Should CFOs Focus AI Investment First?

NVIDIA's 2026 State of AI in Financial Services survey found that 89% of respondents reported AI increased revenue and decreased costs simultaneously — an...

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Generative AI in Finance: The Complete CFO Guide to LLMs, Agents, and What Comes Next (2026) May 05, 2026

McKinsey estimates generative AI could deliver $200 to $340 billion in annual value for banking alone — equivalent to 9 to 15% of operating profits. Yet most finance teams are still using AI to draft ...

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Block's Layoffs and the AI Leverage Reset Finance Leaders Should Understand Feb 28, 2026

When Jack Dorsey announced in late February 2026 that Block would cut from over 10,000 employees to just under 6,000, the AI narrative wrote itself. Dorsey explicitly framed it around intelligence too...

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AI in Finance: From Execution to Judgement — A 9-Step Framework Feb 27, 2026

Finance teams do not lose their strategic relevance to AI because AI is smarter. They lose it because they continue to define finance as execution work — faster closes, cleaner reconciliations, bigger...

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The $285B Signal: What the AI Market Shock Means for Your Finance Operating Model Feb 24, 2026

When Claude's latest capabilities update landed in late January 2026, there were no fireworks. No dramatic product launch. But in the days that followed, roughly $285 billion was wiped from the market...

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Finance Ops Problems AI Solves: The CFO Reality Check Feb 19, 2026

Most finance functions are not broken. They are quietly degraded — by manual workarounds that became standard practice, by processes that were never designed to scale, and by problems nobody bothered ...

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Claude Skills for Finance: Stop Re-Explaining Yourself to AI Feb 17, 2026

Most finance leaders using Claude are doing it wrong. Not because they're using the wrong prompts — but because they're using the right prompts over and over, rebuilding context from scratch every sin...

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