The biggest advantage in finance isn't more data...

4 Jun 2026 · 1 min

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1:14

In this short presentation, Charles Leikauf demonstrates seven practical ways ChatGPT can streamline finance and analytics tasks. He shows how the model can instantly generate complex spreadsheet formulas such as INDEX‑MATCH and XLOOKUP, build rolling 12‑month forecasts, and automate margin breakdowns. Leikauf then walks through a rapid customer‑lifetime‑value (CLV) analysis: by uploading an entire transaction dump, ChatGPT segments customers by join month and product, calculates the value of each cohort, and surfaces insights about optimal product‑price combinations and purchase sequences. The overarching claim is that ChatGPT reduces hours‑long, data‑intensive analyses to a matter of minutes, effectively turning big‑data workloads into quick, actionable insights.

Chapters

So I want to show you 7 different ways ChatGPT can transform your workflows and what you're doing. You can get them to build complex formulas. So on occasion, I'll forget how some formulas work, right? If I'm doing an INDEX MATCH or XLOOKUP, which is relatively new, I can go in and I can get ChatGPT to create some complex formulas automatically. You can have it help you build things like rolling 12 months forecasts or an INDEX MATCH or margin breakdown. ChatGPT makes it 100 times easier. Now the next thing is we're talking about how to, and I'll get to Big Data in a minute. The other day I wanted to sit through and I want to see out of all the customers I've ever worked with, how long do they stay with me? What month did they join? And if they bought something else from me, when did they buy it? So I wanted to look at a customer lifetime value. And now that's a complicated analysis that would normally take me a couple hours to do. All I did is upload a dump of every transaction we've ever had, put it in ChatGPT. 2 minutes later, I had how valuable each customer was by the month that they joined, segmented by the product that they bought. And so I was able to do a very significant high level of revenue analysis so I could figure out which is the best product for customers to join, which price points do they want, and if they buy this, what is the next thing that they will buy and how long does it take? And so that has been really helpful. You can analyze big data in just a couple of minutes with ChatGPT.