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Articles, guides and tools to help you take your next step.

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A finance leader reviewing an agentic AI workflow dashboard with human approval checkpoints
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Leadership in an agentic AI world: a guide for finance teams

What agentic AI is, how planning and execution map to a financial process, and which controls are needed before an agent performs tasks.

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A financial spreadsheet environment with a variance chart and an AI-assisted approval workflow
AI tools for finance · 7 min read

Microsoft Copilot for finance teams and Excel

A practical guide to Microsoft Copilot in finance: Excel editing, Skills, Cowork, controls, licensing, limitations and preliminary contract review.

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A locked digital vault connecting financial documents to a private AI engine
AI governance & security · 6 min read

How to build a private knowledge base for finance

A guide to building an AI knowledge base for financial documents, including storage, embeddings, vector databases and local or cloud language models.

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A central clock triggers a calendar, control checklist, notification and financial chart on a schedule
Automation & finance processes · 6 min read

How to schedule recurring AI tasks in finance

Examples of scheduling briefings, collections and month-end work with AI, including permissions, controls, failure handling and tasks requiring approval.

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Three AI engines connect to an analysis environment with a spreadsheet, chart and financial report
AI tools for finance · 7 min read

ChatGPT, Claude or Gemini for finance professionals: how to choose

A practical comparison of AI tools for financial tasks: files, research, documents, integrations and information security. Choose a tool to fit the task.

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Synthetic financial data files generated inside a protected testing environment
AI governance & security · 6 min read

How to use synthetic data for financial AI experiments

How to create dummy data to test AI tools without exposing sensitive financial information, and what to check before moving from a pilot to real data.

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Unstructured financial documents pass through an AI engine to become a reviewed and approved report
Automation & finance processes · 6 min read

Skills and AI agents in finance: what they are and how to start

A guide to turning a recurring finance process into an AI Skill: choosing a process, testing with dummy data, permissions, controls and measuring results.

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FROM OUR LINKEDIN

What we share on LinkedIn

Selected posts by Tal and Roei, chosen for practical value and public discussion. The originals are in Hebrew.

Tal Wallenstein
ANALYSIS × JUDGMENT

From a report to management questions

Tal explores horizontal analysis, variances and prompts that turn figures into useful management questions.

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Roei Wallenstein
TOOLS × WORK

From Excel to a management presentation

Roei explores Claude across spreadsheets and presentations, with a guide and practice materials in the original post.

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Tal Wallenstein
PROMPTS × PRACTICE

A good prompt becomes a working tool

Tal shares reusable instructions for recurring finance tasks and a way to make requests clearer.

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Roei Wallenstein
MODELS × QUESTIONS

What sits behind a property deal?

Roei explores a financial assessment with Excel and AI, examining the assumptions behind the numbers.

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Tal Wallenstein
CONNECTIONS × AI

Connecting the conversation to work

Tal explains the idea behind MCP: connecting AI tools to information and working tools.

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Roei Wallenstein
ACCOUNTING × IDEAS

Ten directions for working with AI

Ideas Roei shares for applying AI in finance and accounting. A starting point for choosing one task to try.

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