Blogs

ChatGPT vs. Claude for FP&A: Which AI Wins in 2026? Jun 30, 2026

Most ChatGPT vs. Claude comparisons test essay writing and coding. Finance is a different game entirely — and the results are more decisive than you'd expect.

Wall Street Prep's 2026 financial modeli...

Read More..
How to Automate Scenario Planning with AI Jun 26, 2026

Scenario planning is the task every FP&A team knows they should do more of — and the one that gets cut first when deadlines tighten. Only 32% of FP&A teams currently use AI for scenario planning, even...

Read More..
Best AI Tools for FP&A Teams in 2026 Jun 22, 2026

Here's the uncomfortable truth about FP&A tool adoption: 79% of finance teams say they're using AI, but only 34% actually apply it to forecasting and budgeting decisions (Drivetrain, 2025). The rest a...

Read More..
How to Use AI for Financial Forecasting: A Playbook Jun 18, 2026

Here's a number that should bother every CFO still running forecasts in Excel: 79% of FP&A teams now use AI — but only 34% apply it to actual forecasting and budget decisions (Drivetrain, 2025). The r...

Read More..
GenAI in Financial Services: What $340B in Annual Value Potential Actually Means for Your Team Jun 14, 2026

McKinsey's estimate that generative AI could create $200-340 billion in annual value for banking alone is the most-cited statistic in every GenAI board presentation. It's also the most misunderstood. ...

Read More..
Building a Finance Copilot: How to Configure AI Agents for Your Specific Workflows (2026) Jun 10, 2026

Microsoft released Finance Agents as part of Microsoft 365 Wave 2 in November 2025. SAP introduced Joule for Finance. Workday has its own AI-powered Copilot. Every major finance platform now has an AI...

Read More..
AI for Treasury Management: How CFOs Are Using GenAI for Cash Forecasting and FX (2026) Jun 06, 2026

The corporate treasurer's job has always required synthesizing more data than any human can comfortably process: bank statements across 20+ accounts, FX positions across multiple currencies, intra-day...

Read More..
How Generative AI Is Transforming Financial Statement Analysis (2026 Workflow Guide) Jun 02, 2026

An investment brief for a public company typically takes a senior analyst 8–10 hours: read the 10-K, parse the earnings call, build the comps table, draft the narrative. A financial services firm usin...

Read More..
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...

Read More..
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...

Read More..
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...

Read More..
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 ...

Read More..
1 2