Research & Knowledge

How do founders use AI for financial modeling and forecasting?

The short answer

Use AI as your analyst pair, not your CFO: it drafts model structure, writes and audits formulas, stress-tests assumptions (which assumption would an investor attack first?), and explains finance jargon in plain language. Keep the model itself in a spreadsheet you understand line by line, because investors probe the logic, not the tool. Claude in Excel and purpose-built prompts have made the drafting step dramatically faster.

A quick orientation. The real value is below: resources worth your time, from people who've actually done it.

18 resources worth your time

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