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How to Start Using AI for Finance Professionals in 2026
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In this video, I show how to start using AI for finance step by step. We go through what AI actually means in finance, the exact tools you need, how to prompt like a finance professional, and a full workflow demonstration using a real dataset with variance analysis, scenario planning, validation, and controlled outputs.
This tutorial focuses on how finance professionals should use AI in real finance workflows with the right structure, not just prompts. All prompts, datasets, and resources used in the video are available in my free community in the description.
Timestamps:
00:00 How to Start Using AI for Finance Professionals
01:01 What AI Actually Means In Finance
03:25 AI Tool Setup
05:44 How To Prompt
09:14 Real AI Workflow Demonstration
11:48 Validation & Control
14:02 Next Steps
📩 Contact: luke@viewlink.io
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