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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 code...
#223 - AI for the Rest of Us - 7 Tools to Increase your Margins is an episode from The Ultimate FD Podcast by Joshua Keegan. In this episode of the Ultimate FD Podcast, I share seven AI tools I am running inside Ultimate FD right now to sav...
This episode belongs to The Ultimate FD Podcast.
Use the player on this page to stream the episode online.
Published May 17, 2026, 30:29 long, audio available.
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:
You can listen to #223 - AI for the Rest of Us - 7 Tools to Increase your Margins online on Radio and Podcast. Open the player on this page to stream the available audio.
#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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You can listen to #223 - AI for the Rest of Us - 7 Tools to Increase your Margins on this page when the episode audio is available from the podcast feed.
#223 - AI for the Rest of Us - 7 Tools to Increase your Margins is from The Ultimate FD Podcast by Joshua Keegan.
Published May 17, 2026 and 30:29 long