Youtube Exercise » English Grammar Homework

B2-C1

6 BEST Ways to Use AI as a Finance Pro in 2025

Nicolas Boucher

34K views 12 months ago

Warm-up Questions

In 2025, what parts of a finance job do you think AI can help with the most (reporting, analysis, data cleaning, forecasting, etc.)?
Which sounds more useful to you: using AI inside Excel/Google Sheets, or using AI with coding tools like Python and APIs? Why?
What is one finance task you personally find slow or repetitive that you would like to automate?

Up Next

Silent Letter Day Michael McIntyre
Unitree G1 Just DESTROYED Tesla Optimus Gen 3 and SHOCKS The World AI Tech Academy
The power of listening | William Ury | TEDxSanDiego TEDx Talks
Learn How to Talk About Yourself in English | Easy Self-Introduction for Beginners | English Podcast Mr. English Pod
The Spanish Civil War (1936 – 1939) 2 Minutes Knowledge

Start With: Word Definition

Order: Alphabetical Random

…

6 BEST Ways to Use AI as a Finance Pro in 2025

Strategy 1: Use generative AI to find KPIs fast (00:00 – 03:44)

Transcript will load here…

1. What does the speaker say you do NOT need in your team to start using AI in finance?

A data scientist
A sales manager
A lawyer
A CFO

2. In the KPI prompt, what does the speaker ask the AI to include besides the KPIs themselves?

A list of competitors and their prices
Excel formulas and a recommended graph
A marketing plan and a logo
A legal disclaimer and a contract template

3. Why does the speaker say the AI is especially helpful for some innovative KPIs?

Because graphs are not needed
Because the formulas can be complicated
Because Excel cannot calculate KPIs
Because the data is always perfect

6 BEST Ways to Use AI as a Finance Pro in 2025

Strategies 2–4: Cohort analysis, data cleaning scripts, and blind spots (03:44 – 11:50)

Transcript will load here…

1. In the cohort analysis example, what KPI does the speaker want to calculate?

Inventory turnover per week
Employee turnover rate
Gross margin per product
Retention rate by month

2. Why does the speaker say it’s easier to audit the cohort analysis when the AI uses Python?

You can see the input and the Python code that produces the output
Python hides the calculations so you don’t get confused
Excel cannot create tables without Python
Python automatically guarantees the answer is correct

3. For the data-cleaning automation, where does the speaker say you can find Google Apps Script in Google Sheets?

File → Print
Insert → Chart
Tools → Spell check
Extensions → Apps Script

6 BEST Ways to Use AI as a Finance Pro in 2025

Strategies 5–6: AI-native finance tools and using APIs for reporting (11:50 – 17:04)

Transcript will load here…

1. What kind of tools does the speaker recommend for small or medium-size companies?

AI native tools like Puzzle or Concourse
Tools that avoid any integrations
Only paper-based accounting tools
Only general-purpose social media tools

2. What is the main benefit of using APIs, according to the speaker’s final tip?

You can pull data from systems like QuickBooks and automate reporting
You can replace all finance staff immediately
You can avoid using any data at all
You can create PDFs without checking numbers

3. When asking the AI for automation options, what does the speaker request before choosing one solution?

Different solutions with pros and cons
A spreadsheet template without instructions
A joke to make the task easier
Only one solution with no explanation

6 BEST Ways to Use AI as a Finance Pro in 2025

Transcript will load here…

1. Which idea appears repeatedly across the video as a best practice when using AI in finance?

Always upload confidential company data
Audit/verify the output instead of trusting it blindly
Never use spreadsheets again
Avoid asking detailed questions

2. What is the main theme of the six strategies in the video?

Replacing all finance systems with a single app
Using AI to speed up analysis, automate repetitive work, and improve decision-making
Learning advanced calculus for finance roles
Only improving social media performance

3. What problem is the speaker mainly trying to solve for finance professionals?

Too much office space
A lack of interest in finance jobs
Time-consuming manual work in analysis and reporting
Too many meetings with customers

Discussion Questions

Discuss the ideas from this video

6 BEST Ways to Use AI as a Finance Pro in 2025

Which of the six strategies would save you the most time in your current (or future) finance work? Explain how.
The speaker mentions uploading confidential data and also running code in your own environment. What rules would you set for your team about data privacy and AI?
Do you think finance professionals in 2025 need basic coding skills, or is “AI that can code for you” enough? Why?
What is one KPI (traditional or innovative) that you think is often missing from performance reports in many companies?