AI Toolset for Finance
Master AI. Get More Done. Now.
Concentrated, Tactical AI Resources for Finance Pros
Sudden economic volatility is pushing finance teams to do more—deliver insights faster, cut down on manual work and manage growing complexity. The AI Toolset for Finance is designed to help you meet that challenge. It’s a practical, hands-on resource designed for finance professionals who want to apply generative AI directly to their day-to-day work.
This isn’t another 30,000-foot strategy session. It’s watch-while-you-work guidance—video tutorials, tool templates and ready-to-use AI setups you can start using right away.
Led by Glenn Hopper, a working CFO and one of the most trusted and in-demand voices in AI for finance, this ever-expanding toolset lets you move at your own pace, pick up what you need and put it to work the same day.
Whether you’re reviewing financials, building forecasts or closing the month, this toolset gives you the AI resources you need —right when you need them. Dive in. Use it. Build it into your workflow.
Try it now with a 100% satisfaction guarantee.
Glenn Hopper is the go-to expert on AI in finance—a CFO, author and educator revolutionizing financial operations with AI.
Your Shortcut to AI-Powered Finance
Utilize Generative AI for Finance
Learn how tools like ChatGPT and Claude can speed up financial research and reporting.
Automate Financial Analysis
Leverage AI to analyze statements, forecast trends and generate insights in less time.
Enhance Decision-Making
Apply AI to scenario modeling, market research and financial planning.
Implement AI in Your Firm
Discover practical steps to integrate AI into daily finance operations.
Meet Glenn Hopper
Your Guide to AI in Finance
Glenn Hopper is the go-to expert on AI in finance—a CFO, author and educator revolutionizing financial operations with AI. Author of Deep Finance, he’s been featured in Forbes and Fortune, teaches at Duke and leads AI-driven transformation for top finance pros worldwide.
With a Harvard finance degree and decades at the cutting edge of AI and automation, Glenn helps companies streamline analysis, forecasting and decision-making in breakthrough ways. He builds real-world AI applications that save time, reduce risk and unlock smarter insights—helping finance leaders unlock AI’s potential.
What's in the Toolset
Unlock Access to Tutorials & AI Tool Recommendations
The Future of Financial Agents: What AI Can (and Can’t) Do
8 minutes
- Define AI agents through the lens of financial operations and leadership.
- Recognize where AI agents can add value and where human oversight remains essential.
- Evaluate the readiness of agent-based tools for complex financial workflows.
Understanding Large Language Models and Math
10 minutes
- Understand the core functionality of large language models and how they process information.
- Identify why LLMs are not inherently built for mathematical precision, despite appearances.
- Learn through a real-world example (amortization table) how LLMs handle quantitative tasks.
Accelerating Deep Research with AI-Powered Tools
18 minutes
- Learn how to integrate AI-powered tools into the financial research workflow.
- Understand the capabilities of tools like DeepResearch by OpenAI and how they enhance due diligence.
- Identify the advantages of using premium AI applications to extract, summarize, and contextualize complex information.
Building a Technical Accounting Memo Bot with Custom GPTs
20 minutes
- Understand how to design a custom GPT tailored to financial documentation needs.
- Learn the step-by-step process of creating a bot to assist with technical accounting memos.
- Explore best practices for structuring prompts and streamlining repetitive accounting tasks.
Analyzing Financial Statements with Claude
10 minutes
- Learn how to upload and validate financial documents within Claude.
- Understand how Claude processes data and how its underlying mechanisms differ from other LLMs.
- Use effective prompts to extract trends, anomalies, and key takeaways from financial statements.
Automating KPI Tracking and Financial Analysis with AI
19 minutes
- Use AI tools to automate the monitoring of core financial metrics such as margins and revenue growth.
- Identify early signs of financial risk through AI-powered trend detection.
- Ask complex, structured questions of financial statements and receive immediate, actionable insights.
Prompting Techniques to Supercharge Financial Research
19 minutes
- Understand how prompt engineering drives better results from AI in financial research.
- Learn specific prompting structures for market analysis, industry benchmarking, and competitor comparisons.
- Recognize the limits of AI tools and how to complement them with human expertise.
Comparing AI Platforms for Smarter Finance Research
20 minutes
- Compare the strengths and weaknesses of popular AI tools for financial research.
- Learn techniques to aggregate and synthesize insights from multiple AI sources.
- Understand how to build a streamlined, multi-platform workflow for market analysis and reporting.
Customizing GPTs with Internal Data and Company Policies
12 minutes
- Understand how custom GPTs differ from off-the-shelf models.
- Learn to upload and integrate internal content like policies, handbooks, and procedures into a GPT.
- Explore use cases for deploying tailored GPTs in finance operations and beyond.
Plus More...
New resources will be released on a regular cadence so the toolset is always up-to-date.
Put the AI Toolset for Finance to Work Today
- Designed for Finance Professionals – Practical, finance-specific AI applications—no fluff.
- Developed by a Leading AI Expert – Get tips and tutorials directly from Glenn Hopper, CFO and AI thought leader.
- Always Up-to-Date – AI is evolving fast—so are we. Get new tutorials and AI tool recommendations at a regular cadence.
- Immediate Impact – Watch, learn and apply AI to your work today—no waiting, no theory, just results.
For Individuals
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Immediate access to AI toolset
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Ongoing access to new tools for a year
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Money-back guarantee
For Teams
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Immediate access to AI toolset
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Ongoing access to new tools for a year
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Money-back guarantee