Building Profit
David DorsFor finance professionals who'd rather fix the system than fight through another close. Weekly playbooks on how to build your own AI solutions you can use today.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Founded | a year ago | Last Issue | 3 months ago |
| Active | |||||
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buildingprofit.substack.comLatest Issues
Claude Cowork is the best AI agent for finance
TLDR: If you’re in finance and still doing everything in in Excel, switch to Cowork. Its plugin system means Claude works across your files, ERP, and tools without you exporting CSVs and reformatting data every month. Moving your workflows...
Faster month-end close with Claude Cowork
You matched 847 transactions last month. You’ll match the same ones this month. The vendor names look the same. The amounts are close. The patterns are obvious to you because you’ve done this for 14 straight months.
But you’ll still do it...
How to use Claude in Excel better than 99% of people
I wouldn’t have a career without Excel.
Excel to me is what marble was to Michelangelo.
The tools I use are different but they serve the same purpose.
It’s how I mold my thoughts and opinions presenting them to the world.
That came crum...
The rise of finance AI engineers
If 2025 was the year of agents, 2026 will be the year of making them work.
I didn’t take AI seriously until early 2025.
It would hallucinate. It couldn’t do basic math.
It didn’t understand how I worked.
All valid.
I work in financ...
Building Profit #1: Cash Flow
“Why do you want cash?”
It was a busy Friday afternoon at the local bank I worked at. A regular had waited over 30 minutes to cash his check.
He always insisted you cash his checks, then deposit the cash back into his account.
It neve...
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Teaching Finance Teams to Build with Claude Code \ud83d\udd28
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