ChatGPT Agent Workflows for Finance: Take Recurring Tasks to Finished Files

Spending made smarter

Easy-to-use cards, funds, approval flows, vendor payments -plus an average savings of 7.5%.¹

ChatGPT Work is an opportunity for finance and accounting teams to create agents that can handle time-consuming, recurring work and automate those tasks and workflows on a schedule - and self-review to improve!

Setting up an agent in ChatGPT Work is like having an AI teammate - without the headcount cost.

In this ChatGPT Work session, Founder of AI Finance Club Nicolas Boucher, hands real-world repetitive finance tasks to AI and shows how it can return finished spreadsheets, documents, or reports.

By the end, you’ll be able to:

Turn a recurring task into a finished file instead of a one-off response
Review formulas, figures, and charts for accuracy
Ask for changes to improve the output
Schedule the task so it can repeat without a fresh prompt each time

About the speaker

Nicolas Boucher

Founder, AI Finance Club

Nicolas Boucher is a thought leader in AI for Finance, FP&A, and Controlling, sharing insights with over 1 million followers. As the founder of the AI Finance Club, he has trained more than 5,000 people on ChatGPT for finance. Nicolas works with global companies like Mercedes Benz, Chanel, and KPMG to deliver AI and finance training. With 15+ years of experience, including senior finance roles at Thales and PwC, he now focuses on helping finance teams adopt AI and automation to drive efficiency.