Mike's AI For Finance
@f9finance • 60,200 subscribers
Videos
Claude for finance, inside Power Automate: I typed one paragraph and Claude built, changed and scheduled a working flow without the flow designer. Every close has chasing in it: the same reminder email to whoever hasn't sent their numbers. Power Automate can send that email for you, but the flow designer loses most people before the first flow runs. In this video I describe the flow in plain English and Claude builds it in my own Power Automate, reading an Excel tracker in OneDrive and sending the reminders through Outlook. This is a beginner-friendly walkthrough of how to use Claude Code for finance work. I show where the Code tab is in the Claude desktop app, which model to pick, how to turn on the Microsoft 365 connector, and then I read the prompt line by line so you can see why each rule is there. Claude shows me its plan and waits for my OK before it touches anything. Then I change the flow twice by asking. First I add an approval step, an Outlook email with two buttons, so nothing goes out until I've looked at the list. Then I put it on a monthly schedule with a summary email, and I have Claude read the run history back to me in plain words. That last part is where AI for finance earns its keep: it is FP&A automation you can supervise without learning the tool. If you run a close, chase people for inputs every month, and have Microsoft 365 but have never built a flow, this is the video.
Mike's AI For Finance10,400 次观看 • 1 个月前
I used Claude Code and Microsoft's brand-new Power BI MCP to build a full Power BI dashboard from a raw file, no manual data modeling, no dragging visuals around. This is Power BI plus AI taken to the end of the line. I handed Claude a 4.5 million row point-of-sale file (the kind that won't even open in Excel), a P&L, and my manager commentary, then asked it to be my Power BI developer for a day. It built a clean semantic model, fact and dimension tables, a date table, mapping tables I didn't even ask for, and a folder of measures. Then it planned a four-page report for the coffee shop's leadership team, built every page, and re-themed the whole thing to my brand from a single instruction. If you do FP&A with AI, this is the part that matters: the boring 80% of report building (the setup, the measures, the layout) is the part that eats your day, and it's exactly the part this hands off. I walk through what Microsoft actually shipped (the Power BI MCP server, the report authoring skills, and the Desktop Bridge, all in preview), how to run it with Claude Code instead of GitHub Copilot, and the one save setting (.pbip) that makes any of it possible. This isn't hype. I show where it's genuinely good and where it still makes mistakes, and I end on the real question: would you ship an AI-built report to your CFO yet?
Mike's AI For Finance23,900 次观看 • 3 个月前
I just built three custom Power BI visuals (a red/green variance KPI card, a multi-location variance table with conditional logic, and a bullet chart) without a developer, without writing any code, and without paying for anything extra. Just Claude and two free tools from Microsoft AppSource. In this video I’ll show you the exact workflow, the exact prompts, and every step so you can replicate it yourself. This is the Power BI + AI workflow most finance teams haven’t seen yet. If you’ve been copying variance tables into PowerPoint every month because Power BI’s native visuals don’t do what you need, this video is for you. Here’s what you’ll walk away with: the free AppSource tool that makes custom Power BI visuals possible, the exact Claude prompts that generate working DAX measures on the first or second try, how to build three different visual types from a basic KPI card to a full bullet chart, and the four prompting rules that get you a clean output without a lot of back-and-forth. This workflow works for FP&A teams, controllers, finance managers, and anyone who builds Power BI reports for executive audiences.
Mike's AI For Finance18,900 次观看 • 5 个月前
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