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Excel At AI In Finance

Mike Dion 3 Episodes Aug 11, 2026

Excel at AI in Finance is a weekly podcast for finance professionals seeking to leverage AI to automate repetitive tasks. Each short episode covers practical applications of tools like Excel, Power BI, Python, and AI assistants. The host, Mike Dion, shares real-world examples from his own experience to help listeners escape the grind of late-night spreadsheets. The goal is to make finance work more efficient and less time-consuming.

Episodes

79% of Finance Teams Blew Their AI Budget. Here's What They Missed. Aug 11, 2026 1209 79% of companies went over their AI budget last year, and the ones who called themselves most mature at cost control did worse. AI spend stopped being an engineering experiment and became a line on your budget, and in most buildings nobody owns it. In this episode I break down why the number from your pilot was never going to survive production, the mechanical reason AI cost grows like a triangle

I Stopped Writing Prompts. Now I Brief AI Agents to Run My Finance Work. Aug 4, 2026 1102 Last month I watched an AI agent take a job I would have broken into 15 separate prompts and just run it, start to finish, while I got a coffee. This episode hands you the skill that replaced prompt engineering for finance work, and it turns out to be one every decent finance manager already has. 3 shifts, 3 questions, and a month-end reconciliation that went from a full afternoon to 10 minutes. T

I've Watched AI Make Finance Teams Busier for a Year. Here's What Finally Paid Off. Jul 28, 2026 1129 The same AI tool, in the same week, saved me a whole afternoon on one job and cost me one on another. This episode draws the line between the AI that pays you back in finance and the AI that just makes more work with a nicer font, grounded in fresh 2025 and 2026 data and a rule I call the verification tax. The story behind this episode Two finance jobs, same week, same AI tool, opposite results. I

Claude Fable 5 Launched, Vanished, and Came Back Faster Than A Close Jul 21, 2026 1057 On June 9th, Anthropic shipped the most powerful AI model the public had ever been allowed to touch. The most powerful AI model on the planet launched, got pulled by the US government 3 days later, and came back 3 weeks after that. In this episode I break down what the Claude Fable 5 saga means for any finance pro building AI into real work, and the 3 moves that keep a vanished tool from blowing u

Why AI Rollouts In Finance Keep Stalling Jul 14, 2026 1047 Every vendor in finance is selling AI right now, and most of the pilots are quietly stalling. In this episode I break down the three failure modes I keep seeing across real finance functions, why each one happens, and the exact set of questions I'd ask before any AI tool ever rolls into your function again. If you've watched an AI pilot go quiet in the last year, or you're staring down a vendor de

Welcome to Excel at AI in Finance (Show Trailer) Jul 10, 2026 84 The AI playbook for finance pros who want their nights back. The finance job is getting bigger every quarter. The day isn't getting any longer. Every week there's a new tool, a new LinkedIn post about someone who automated their entire close, a new AI conversation happening around you. If you're the finance pro trying to keep up without giving up your evenings, your weekends, or the life you have

Excel At AI In Finance

Episodes

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