Future of Finance Lab #5-AI tools Perplexity, Gemini, Claude and Excel Agent supercharge your Financial Modelling (FREE)

This free resource distills the highlights from the final 2025 Future of Finance Lab session, hosted by Lance Rubin and featuring Jamie Evans. The session explores the real-world application of AI in financial modeling, focusing on common challenges such as hallucinations, lack of business context, and data governance. You’ll gain practical insights into prompt engineering, model selection, and validation strategies, plus an overview of leading AI tools like Perplexity, Gemini, ChatGPT, Claude, and Excel Agent.

Included is a concise session summary, a starter Excel file, a curated list of tested AI tools, and actionable tips for finance professionals. 

This resource is ideal for those new to AI in finance or seeking to benchmark their own workflows with proven best practices.

What’s Included:

• 1-page session summary PDF of SAAS model assumptions
  

• Starter Excel file (basic financial model outline)
  

• List of AI tools and platforms discussed
  

• Practical tips and takeaways for immediate use
  

Who Should Use:

Finance professionals, analysts, and students are looking for an accessible introduction to AI in financial modeling and practical strategies to enhance their workflow.

Visuals/Imagery Guidance: