Mike The Finance Nerd
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f9finance.bsky.social
Mike The Finance Nerd
@f9finance.bsky.social
Save hours, crush deadlines, and get noticed. 👊
Finance leader turned automation wizard. 🧙‍♂️
👇 Grab 15 time-saving automation hacks—it’s free!

https://www.f9finance.com/newsletter/
What’s YOUR biggest Excel or Google Sheets headache? Share it below, and I’ll see if I can help you automate it! 👇✨

#GoogleSheetsHacks
March 29, 2025 at 10:15 AM
10/ Why wait?
🕒 Every repetitive task you automate is time saved.
💕 More time for strategy. Less spreadsheet drama.
Take it one step at a time, and soon, you'll wonder how you worked without automation.
March 29, 2025 at 10:15 AM
9/ Case studies that PROVE it works ✅
⠀➡ A small business saved 15+ hours/month automating financial reporting.
⠀➡ An analyst cut reporting time to 30 minutes by automating consolidations.
⠀➡ A finance team reduced overdue invoices by 25% with email automation.
March 29, 2025 at 10:15 AM
8/ Before You Set Up 📝
⠀➡ Start small. Automate the easy, repetitive stuff first.
⠀➡ Test in a separate "sandbox" sheet. Avoid breaking live workflows.
⠀➡ DOCUMENT EVERYTHING! Future-you (and your team) will thank you.
March 29, 2025 at 10:15 AM
7/ Avoid Pitfalls 🚩
Mistakes to dodge while automating👇
⠀❌ Overloading formulas without organizing your data.
⠀❌ Sharing sensitive data carelessly.
⠀❌ Overusing scripts and add-ons = Slow sheets.
Prioritize simplicity + security.

#FinanceAutomation
March 29, 2025 at 10:15 AM
6/ Pro Integrations
Connect Google Sheets to your favorite tools (Zapier, Supermetrics).
Example? Sync Sheets with accounting software to keep everything updated in real time. Less manual entry. More efficiency.👌

#ProductivityHacks
March 29, 2025 at 10:15 AM
5/ Advanced Move - Google Apps Script 🖥️
🌟 What is it? Built-in code editor for Google Sheets.
⠀⠀➡ Write scripts to customize processes.
⠀✅ Example? Auto-email overdue invoice summaries.
Small effort, HUGE returns.
March 29, 2025 at 10:15 AM
4/ Level 3 - Invoice Tracking on Auto-Pilot
💡 Build a tracker using =TODAY() to spot overdue invoices.
🔔 Want automation? Use Google Apps Script to send email reminders when payments are late.
Step up your cash flow game. 📈
March 29, 2025 at 10:15 AM
3/ Level 2 - Budget Tracking Hack 🎯
⠀⠀➡ Track expenses with SUMIF.
⠀⠀➡ Use conditional formatting for overspend alerts.
⠀⠀➡ Automate live currency rates using GOOGLEFINANCE.
Instant insights. Zero stress.
March 29, 2025 at 10:15 AM
2/ Level 1 - Automating Reports
🛠️ Example? A weekly sales report.
⠀⠀➡ Use IMPORTRANGE to pull data across sheets.
⠀⠀➡ QUERY to summarize it dynamically.
⠀⠀➡ Add a dashboard to visualize trends.
💡 Pro Tip? Schedule refreshing with an add-on!

#GoogleSheetsTips
March 29, 2025 at 10:15 AM
1/ Why automate?
Time is $$$, especially in finance. Automating repetitive tasks like reporting, budgeting, and data tracking frees you up for high-value strategy work. Bonus? Fewer errors AND less frustration. Let's break it down. 👇
March 29, 2025 at 10:15 AM
9/ 🛠️ With AI assisting, finance pros don’t just explain the numbers; they OWN the message. Start small, get consistent, and watch how fast your communication game upgrades.

Want more tips to crush it? DM me or reply below. 👇 #FinanceTips #AITools
March 26, 2025 at 10:22 AM
8/ 🚀 Take action TODAY with 3 steps.

Identify your biggest pain point (emails? presentations? reports?).
Choose one tool to start (Grammarly, Beautiful AI, or ChatGPT).

Experiment with small tasks, then scale. Your workflow = leveled up.
March 26, 2025 at 10:22 AM
7/ 💡 Hands-off doesn’t mean thoughtless.

AI is a tool, not a crutch.

Always fact-check, add your expert touch, and maintain your personality. Keep it human. When AI is your co-pilot, YOU stay the star. 🌟
March 26, 2025 at 10:22 AM
6/ 🧾 Automate report writing.

Stop wasting hours on compiling & summarizing data.

Use tools like Google Sheets add-ons for data pulling.
Feed it into AI for clean, contextual summaries.

Result = Reports that explain themselves AND save your sanity.
March 26, 2025 at 10:22 AM
5/ 🤯 Simplify finance jargon.

Tired of audiences glazing over? AI like ChatGPT can break down EBITDA from “finance-speak” into “plain English.” Example:

Finance version: "Earnings BEFORE interest..."
ELI5 version? "What the business makes before paying bills. Easy.”
March 26, 2025 at 10:22 AM
4/ 📊 Transform boring presentations into engaging decks

Remember those slide decks that put everyone to sleep? Never again. Tools like Beautiful AI make it easy to build visually striking, storytelling-focused slides in minutes.

Smarter visuals = insights that land.
March 26, 2025 at 10:22 AM