Finance leader turned automation wizard. 🧙♂️
👇 Grab 15 time-saving automation hacks—it’s free!
https://www.f9finance.com/newsletter/
#GoogleSheetsHacks
#GoogleSheetsHacks
🕒 Every repetitive task you automate is time saved.
💕 More time for strategy. Less spreadsheet drama.
Take it one step at a time, and soon, you'll wonder how you worked without automation.
🕒 Every repetitive task you automate is time saved.
💕 More time for strategy. Less spreadsheet drama.
Take it one step at a time, and soon, you'll wonder how you worked without automation.
⠀➡ A small business saved 15+ hours/month automating financial reporting.
⠀➡ An analyst cut reporting time to 30 minutes by automating consolidations.
⠀➡ A finance team reduced overdue invoices by 25% with email automation.
⠀➡ A small business saved 15+ hours/month automating financial reporting.
⠀➡ An analyst cut reporting time to 30 minutes by automating consolidations.
⠀➡ A finance team reduced overdue invoices by 25% with email automation.
⠀➡ Start small. Automate the easy, repetitive stuff first.
⠀➡ Test in a separate "sandbox" sheet. Avoid breaking live workflows.
⠀➡ DOCUMENT EVERYTHING! Future-you (and your team) will thank you.
⠀➡ Start small. Automate the easy, repetitive stuff first.
⠀➡ Test in a separate "sandbox" sheet. Avoid breaking live workflows.
⠀➡ DOCUMENT EVERYTHING! Future-you (and your team) will thank you.
Mistakes to dodge while automating👇
⠀❌ Overloading formulas without organizing your data.
⠀❌ Sharing sensitive data carelessly.
⠀❌ Overusing scripts and add-ons = Slow sheets.
Prioritize simplicity + security.
#FinanceAutomation
Mistakes to dodge while automating👇
⠀❌ Overloading formulas without organizing your data.
⠀❌ Sharing sensitive data carelessly.
⠀❌ Overusing scripts and add-ons = Slow sheets.
Prioritize simplicity + security.
#FinanceAutomation
Connect Google Sheets to your favorite tools (Zapier, Supermetrics).
Example? Sync Sheets with accounting software to keep everything updated in real time. Less manual entry. More efficiency.👌
#ProductivityHacks
Connect Google Sheets to your favorite tools (Zapier, Supermetrics).
Example? Sync Sheets with accounting software to keep everything updated in real time. Less manual entry. More efficiency.👌
#ProductivityHacks
🌟 What is it? Built-in code editor for Google Sheets.
⠀⠀➡ Write scripts to customize processes.
⠀✅ Example? Auto-email overdue invoice summaries.
Small effort, HUGE returns.
🌟 What is it? Built-in code editor for Google Sheets.
⠀⠀➡ Write scripts to customize processes.
⠀✅ Example? Auto-email overdue invoice summaries.
Small effort, HUGE returns.
💡 Build a tracker using =TODAY() to spot overdue invoices.
🔔 Want automation? Use Google Apps Script to send email reminders when payments are late.
Step up your cash flow game. 📈
💡 Build a tracker using =TODAY() to spot overdue invoices.
🔔 Want automation? Use Google Apps Script to send email reminders when payments are late.
Step up your cash flow game. 📈
⠀⠀➡ Track expenses with SUMIF.
⠀⠀➡ Use conditional formatting for overspend alerts.
⠀⠀➡ Automate live currency rates using GOOGLEFINANCE.
Instant insights. Zero stress.
⠀⠀➡ Track expenses with SUMIF.
⠀⠀➡ Use conditional formatting for overspend alerts.
⠀⠀➡ Automate live currency rates using GOOGLEFINANCE.
Instant insights. Zero stress.
🛠️ Example? A weekly sales report.
⠀⠀➡ Use IMPORTRANGE to pull data across sheets.
⠀⠀➡ QUERY to summarize it dynamically.
⠀⠀➡ Add a dashboard to visualize trends.
💡 Pro Tip? Schedule refreshing with an add-on!
#GoogleSheetsTips
🛠️ Example? A weekly sales report.
⠀⠀➡ Use IMPORTRANGE to pull data across sheets.
⠀⠀➡ QUERY to summarize it dynamically.
⠀⠀➡ Add a dashboard to visualize trends.
💡 Pro Tip? Schedule refreshing with an add-on!
#GoogleSheetsTips
Time is $$$, especially in finance. Automating repetitive tasks like reporting, budgeting, and data tracking frees you up for high-value strategy work. Bonus? Fewer errors AND less frustration. Let's break it down. 👇
Time is $$$, especially in finance. Automating repetitive tasks like reporting, budgeting, and data tracking frees you up for high-value strategy work. Bonus? Fewer errors AND less frustration. Let's break it down. 👇
Want more tips to crush it? DM me or reply below. 👇 #FinanceTips #AITools
Want more tips to crush it? DM me or reply below. 👇 #FinanceTips #AITools
Identify your biggest pain point (emails? presentations? reports?).
Choose one tool to start (Grammarly, Beautiful AI, or ChatGPT).
Experiment with small tasks, then scale. Your workflow = leveled up.
Identify your biggest pain point (emails? presentations? reports?).
Choose one tool to start (Grammarly, Beautiful AI, or ChatGPT).
Experiment with small tasks, then scale. Your workflow = leveled up.
AI is a tool, not a crutch.
Always fact-check, add your expert touch, and maintain your personality. Keep it human. When AI is your co-pilot, YOU stay the star. 🌟
AI is a tool, not a crutch.
Always fact-check, add your expert touch, and maintain your personality. Keep it human. When AI is your co-pilot, YOU stay the star. 🌟
Stop wasting hours on compiling & summarizing data.
Use tools like Google Sheets add-ons for data pulling.
Feed it into AI for clean, contextual summaries.
Result = Reports that explain themselves AND save your sanity.
Stop wasting hours on compiling & summarizing data.
Use tools like Google Sheets add-ons for data pulling.
Feed it into AI for clean, contextual summaries.
Result = Reports that explain themselves AND save your sanity.
Tired of audiences glazing over? AI like ChatGPT can break down EBITDA from “finance-speak” into “plain English.” Example:
Finance version: "Earnings BEFORE interest..."
ELI5 version? "What the business makes before paying bills. Easy.”
Tired of audiences glazing over? AI like ChatGPT can break down EBITDA from “finance-speak” into “plain English.” Example:
Finance version: "Earnings BEFORE interest..."
ELI5 version? "What the business makes before paying bills. Easy.”
Remember those slide decks that put everyone to sleep? Never again. Tools like Beautiful AI make it easy to build visually striking, storytelling-focused slides in minutes.
Smarter visuals = insights that land.
Remember those slide decks that put everyone to sleep? Never again. Tools like Beautiful AI make it easy to build visually striking, storytelling-focused slides in minutes.
Smarter visuals = insights that land.