#223 - AI for the Rest of Us - 7 Tools to Increase your Margins

In this episode of the Ultimate FD Podcast, I share seven AI tools I am running inside Ultimate FD right now to save time and increase margins without rebuilding how the business operates. I am not an AI expert or a coder. What I am is a finance professional who has spent the past year testing these tools in a real business, failing on some of them, and landing on what has made a genuine difference to the bottom line. On marketing, I walk through how I moved away from AI-generated copy that reads as obviously artificial and instead brought in a consultant to build a custom language model trained on ten years of my own LinkedIn posts. I also cover Whisper Flow, a tool that sits above every application on a Mac and converts speech to text instantly, and how pairing it with Gmail lets me write a professional email in under a minute. For finance and delivery, I cover Sift Reporting, which pulls data from Xero automatically and produces AI-generated summaries that clients can question through a built-in chatbot. I also walk through using Claude to run cash flow analysis, turning downloaded financial reports into usable insight in minutes rather than half a day of manual work. This episode is for finance professionals, business owners, and anyone managing a team who wants a straight account of where AI is saving real money and time right now. Everything covered here can be acted on immediately. 👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: 👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: 👉🏻 DOWNLOAD THE AUDIOBOOK HERE:

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#223 - AI for the Rest of Us - 7 Tools to Increase your Margins is an episode from The Ultimate FD Podcast by Joshua Keegan.

This episode is 30:29 long.

This episode was published on May 17, 2026.

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