Choose Your AI Tool in Excel: Claude Vs. ChatGPT vs. Copilot
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Easy-to-use cards, funds, approval flows, vendor payments -plus an average savings of 5%.1
Claude, Copilot, and ChatGPT are the three leading AI tools that are reshaping finance work. But how do you know which tool you should be using for certain tasks in Excel, PDFs, and other Microsoft Office applications?
Join Kenji Farre, Co-founder of Career Principles and creator of “Kenji Explains” - a YouTube channel with over 950k+ subscribers, for a live, hands-on session comparing all three tools inside Excel across the same set of everyday finance scenarios, so you’ll know which tool to reach for the job in front of you.
Kenji will show you the right AI tool for:
- Extracting data from PDFs and turning it into structured financial statements
- Building a forecast model for a new investment decision
- Reviewing a financial model for errors
- Combining Excel with other Office applications like PowerPoint
- Working with and analyzing a large dataset
About the speakers

Kenji Farré
Co-Founder, Career Principles
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