I Asked 4 AI Excel Tools to Build a Financial Model. Only One Passed

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In this video, I test how ChatGPT, Claude, Microsoft Copilot, and Model Wiz handle the same financial modeling challenge.
I compare what each tool does well, where they fall short, and whether AI can actually build a usable financial model from financial statements.
The goal: see which tools are helpful for finance professionals today – and where purpose-built modeling software still has an edge.

⏱️ Timestamps:
0:00 Four AI tools, one financial model
0:42 The rules: same prompt, every tool
2:27 My free Strategic Finance Summit
3:01 Test 1: Does the math actually tie?
6:14 Test 2: Can your team actually use it?
12:30 Test 3: Does it look boardroom ready?
14:34 The winner, and why it won
16:08 What matters more than the tool

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Looking to level up your career in Finance & Accounting? You’re in the right place. Each week, I upload videos on accounting, FP&A, and Excel to help you grow in your career and learn something new.

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