FP&A Stories - 🧰 3 Ways I Use AI to Boost Storytelling


Hello Reader 👋

It’s been a busy week again 😉

I just got back from Bilbao after delivering a full-day training to the finance team at CMA CGM.

And during the session, one question kept coming back:
How can we keep up with everything without losing our edge?

It’s a fair question, especially now that tools are evolving faster than most processes.

That’s why this week, I want to share 3 ways I use AI to boost my storytelling.

They won't replace you but they will enhance your work and allow you to be present where it matters.

So take a coffee, sit down, and read FP&A Stories just like 22k other readers.

This edition is brought to you by the AI Finance Club

AI Finance Club

How to Become an AI CFO – Free Webinar

In just 60 minutes, you’ll learn:

  • Why the CFO role is splitting in two—and which side you want to be on
  • AI tools elite CFOs are using right now for forecasting, automation, and risk detection
  • The #1 mistake finance leaders make with AI—and how to dodge it
  • Real-world examples of how AI saved time, improved accuracy, and boosted influence

Date: Friday, June 27th | 5:00 PM CET / 11:00 AM ET

Speaker: Nicolas Boucher, Founder of the AI Finance Club

This week in FP&A Stories

🤖 Enhance your Storytelling with AI
📺 20 Years of Finance in 60 seconds

🤖 Enhance your Storytelling with AI

We’ve talked a lot about presence, structure, and delivery.

But what about preparation?

That’s where most presentations are won (or lost).

And it’s exactly where AI can help you go faster, sharper, and more confident (and bonus: without sounding like a robot).

In Bilbao last week, I delivered a session at CMA CGM. We covered storytelling, delivery, and presenting financials to decision-makers.

One of the questions I got was:
“How do I find the time to prepare properly when I have to do reporting, forecasting, and ad hoc requests on top?”

My answer?

Use AI where it helps you bring more human to the room.

Today, I’m showing you 3 real use cases I personally use when I prepare executive-level presentations.

All that with a focus on speed, structure, and self-confidence.

1️⃣ Get a Summary and Direct Answers (Even When Your Team’s Offline)

There’s a moment in every preparation cycle where you receive the slides...

....but you're not the one who made them.

You skim through it, but something feels off.
You can’t tell whether a point is missing, repeated, or hidden in Slide 14.

That’s when I use Copilot or ChatGPT to help me:

👉 Summarise the full deck in 5 bullet points
👉 Identify where each topic is covered (or not)
👉 Highlight what’s unclear or repetitive

This helps me ask sharper questions to the person who prepared it.
And if I’m the one presenting, it gives me a quick audit before I speak.

It won’t invent new content, but it will make sure you’ve mapped what’s in there and spotted what’s not.

📌 When to try it:
When reviewing slides made by someone else, or when you want to double-check that your storyline is clear and complete.

2️⃣ Draft Your Deck Smarter

You’ve got the storyline in your head.
You’ve got numbers in Excel.
But now… you need slides.

And you’re staring at the screen thinking:
“Where do I even start?”

Copilot in PowerPoint is a great first step.

You drop in the outline from Word and then prompt:
👉 “Create a slide that focuses on gross margin decline and the volume impact. Add a headline and 3 bullet points with key drivers.”

Boom! You’ve got a first draft.

It won’t be final, and you’ll want to adjust the tone, add the graphs and sometimes even delete some slides.

But it saves hours of formatting and mental fatigue.

📌 When to try it:
When you know the story and data, but not how to open the PowerPoint file.

3️⃣ Rehearse with an AI Coach

I’ve always advised people to rehearse their presentation.

But here’s the truth:
You won’t always have a colleague available.
And even if you do, most of them aren’t trained to give good feedback.

When I discovered PowerPoint’s AI Coach, I was skeptical.

But it’s now one of the tools I use most — especially before high-stakes presentations.

You click “Rehearse with Coach,” speak through your deck, and it gives feedback on:

✔️ Your speed
✔️ Your clarity
✔️ Filler words and repetitive phrasing
✔️ Your energy and variation

And the best part?

It forces you to say your content out loud, which is already 80% of the preparation.

📌 When to try it:
Solo, the evening before. Or even better: as a quick test 1 hour before the meeting.

Final Thought

We all say Finance should move beyond reporting.

But here’s the truth: it won’t happen just by asking your team to “be more strategic.”

If your dashboards take 4 hours to update… if your team builds every slide from scratch… if you can’t run a simulation without opening 6 Excel files...

...then you're stuck playing defense instead of driving action.

AI can help — but only if you know how to use it where it counts.

That’s why I recommend joining the upcoming webinar by the AI Finance Club:

How to Become an AI CFO – Free Webinar

  • 🧠 Discover the AI tools top CFOs are already using
  • ⚙️ Learn how to automate reports, detect risks, and guide decisions
  • 📈 See real examples of AI in forecasting, storytelling, and communication
  • 💡 Avoid the #1 mistake that keeps teams stuck in Excel

Date: Friday, June 27th | 5:00 PM CET / 11:00 AM ET

Hosted by: Nicolas Boucher – Founder of the AI Finance Club


📺 20 Years of Finance in 60 seconds

I'm almost at 20 years in the field and of course, you learn some stuff.

Sometimes because of experience.

Sometimes because you needed to take some slaps.

Well, if you start or are at a crossroads, this video might be useful for you 👇

video preview


That's a wrap for this week

See you next week!​