Automation is the new finance advantage.
In this monologue, the speaker recounts his personal evolution in leveraging AI for finance automation. Starting a few months after ChatGPT’s release, he used the model primarily as a learning aid to write Python code and replace spreadsheet‑based reporting, despite early outputs often being non‑functional. He emphasizes a career‑long principle: avoid spreadsheets because they lack repeatability and are hard to integrate into modern agentic systems. Over time, as AI tools improved, he discovered Claude Skills—released six months ago—which allow him to train Claude with explicit instructions (skills) to execute processes consistently. This capability marks a shift from ad‑hoc, one‑off automations to reliable, repeatable workflows, underscoring AI’s growing advantage in finance and operational efficiency.
