TFF #017 - 20 Finance Experts Share Their Fave Tech Tools
Read Time - 6 Mins
Hello, and welcome to a another edition of the Tech for Finance Newsletter, where we’re extracting the goodies from the last 20 podcasts.
At the end of every podcast, I ask, “What app or gadget could you not live without”. Here are the responses, with a couple of bonus apps thrown in:
1/ There are Bots for That - with Dan Lawrence
Dan owns the company “Bots for That”, and he can’t live without Audible, that he listens to on his walk into work every day. His favourite audiobook is ‘Windswept and Interesting’ by Bill Connolly.
Find Dan here and the full podcast where we talk about everything bots & RPA here.
2/ How to create impact as a finance business partner - with Christian Frantz Hansen
Christian is now a Partner at BPI and he can’t live without Actimo which he uses for training his clients, and building a community of shared knowledge.
Find Christian here, and the full podcast where we talk about everything business partnering here.
3/ Shine a light on your data - with Simon Devine
Simon owns Hopton Analytics, and loves a good tech tool. He uses Motion which is an AI tool that organises his tasks and calendar for him.
Find Simon here, and the full podcast where we talk about everything Business Intelligence here.
4/ Your inside track to modern software assessment - with Tom Costa
Tom is a former partner enablement manager at Sage, and uses Outlook religiously. Any actionable e-mails go straight into his calendar.
Find Tom here, and the full podcast where we talk about everything software assessment here.
5/ How to future-proof your FP&A - with Paul Barnhurst
Paul is Founder at the FP&A Guy, also know as ‘The Tools Guy’. Paul does all of his own graphics in Canva, so he chose that as his favourite app (along with Excel of course)
Find Paul here, and the full podcast where we talk about everything tech + FP&A here.
6/ How visual effects are simplifying financial modelling - with Jon Cowley
Jon runs whatifi, a financial modelling platform. Like many smart people - like me ;) - He’s using Notion (Sponsored) to organise his notepad and tasks, and Loom to record his videos and demos.
Find Jon here, and the full podcast where we talk about everything financial modelling here.
7/ Subscriptions, storytelling and soft skills - with Howard Tunnicliffe
Howard is Finance Director at The Economist, and also provides eLearning and coaching for finance soft skills. Howard’s a bit of a technophobe, but is a fan of Slack, and has recently started using Trello.
Find Howard here and the full podcast where we talk about everything soft skills here.
8/ How building a portal transformed his business - with Rob Partridge
Rob runs Synergi finance who provide tech finance to SMEs. He’s recently become addicted to TikTok (mainly for food recipes) but is a big fan of Headway which provides handy book summaries
Find Rob here and the full podcast where we talk about everything portals + transformation here.
9/ Why your problem isn’t your tools - with Nicolas Boucher
Nicolas is THE finance influencer on LinkedIn right now with 400k+ followers, he provides training to those looking to become more advanced at FP&A and has recently launched a guide on ChatGPT for Finance. Nicolas can’t live without his smartphone, he can run his business from anywhere.
Find Nicolas here and the full podcast where we talk about everything tools & training here.
10/ How to build a future focused finance foundation + ChatGPT - with Chris Ortega
Chris runs Fresh FP&A and is a Fractional ‘fresh’ CFO. Chris also uses Canva for his branding, but also LOVES ChatGPT.
[TIP - Even if you don’t run your own business or post on social media, you can use Canva templates to spice up your presentations, and create images from templates]
Find Chris here and the full podcast where we talk about everything future finance here.
11/ How to present like Netflix and make finance addictive - with Soufyan Hamid
Soufyan is THE finance presentation guy, and an amazing coach. In his personal life Souf loves Spotify, and is a big Metallica fan. For work he uses Airtable, Notion (Sponsored) and Canva too.
Find Soufyan here and the full podcast where we talk about everything tech + presentation skills here.
12/ 2023 finance & tech predictions - Is a continuous close possible? - with Kevin Appleby
Kevin is the COO for GrowCFO and also runs the GrowCFO podcast. Like me he likes his productivity apps, but is also a big fan of Jasper which gives him inspiration for new content ideas using AI
Find Kevin here and the full podcast where we talk about everything GrowCFO and predictions here.
13/ How tech can help boost your finance career - with Angel Lam
Angel runs Jump Up Global who help finance pros level up their careers. Angel’s favourite phone app is CapCut which she uses for her social videos.
Find Angel here and the full podcast where we talk about everything finance careers and tech here.
14/ How to lead a successful finance transformation project - with Dante Healy
Dante is a finance transformation consultant, and also runs his own podcast. Dante uses a Kanban productivity tool called Blue to manage his tasks, and Rize, which is an AI powered time tracking app to help him understand where he’s spending his time.
Find Dante here and the full podcast where we talk about everything finance transformation & projects here.
15/ Creating a junior accountant using AI - with Chris Bell
Chris is Co-Founder at Luka, and has built ChatGPT into Xero. Chris is a big fan of Reddit. Especially the ChatGPT sub-reddit group.
Find Chris here and the full podcast where we talk about everything finance admin automation here.
16/ Avoiding Frankenstein FP&A with FlowCog + ChatGPT - with Adam Tzagournis
Adam has built and runs FlowCog, a financial modelling platform specifically for Saas companies. Adam also uses Trello, is a massive fan of GitHub Copilot and gave a shoutout to NixSheets during the show.
Find Adam here and the full podcast where we talk about everything Saas modelling and ChatGPT here.
17/ Moving finance from mindless to mindful work + ChatGPT-4 - with Glenn Hopper
Glenn is a AI in finance all-star, and is a thought leader in the AI finance transformation space. Glenn’s into fitness and loves tracking his data through his Garmin. I’m also looking forward to the release of his epic Sci-fi novel.
Find Glenn here and the full podcast where we talk about everything AI, finance and ChatGPT-4 here.
18/ How finance can augment intelligence using generative AI - with Christian Martinez
Christian is the finance automation manager at Kraft Heinz and is pushing boundaries with ChatGPT and Python. He’s also a machine learning pro to boot. As well as ChatGPT, Christian loves Tableau for BI and Data Analytics.
Find Christian here and the full podcast where we talk about everything AI, machine learning and automation here.
19/ Why AI can’t replace human gut-feel and experience - with Chris Reilly
Chris is the Founder of Mission Capital Consulting and an Excel pro. He runs is own business and is great at developing financial models. Chris is a big fan of iMessage groups that he uses to run his family life and also uses Linktree as a single link to all of his websites and content.
Find Chris here and the full podcast where we talk about everything financial modelling here.
20/ Building a virtual CFO with AI - with John Ladaga
John is Co-Founder of Sturppy who make is easy for small / startup businesses to create financial models. John is a MASSIVE fan of Loom, and he also loves an old school app called Licecap to produce GIFs.
[TIP - You don’t just have to use Loom in a customer facing role, it’s great to share quick videos with your team instead of long e-mails or meetings too]
Find John here and the full podcast where we talk about everything AI, remote work, and modelling here.
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That’s it for the week.
Look forward to speaking soon.
Adam
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