ReVa ๐
3.4K posts


Month-End Checklist
๐ Comment "Month End" to get it in your inbox.
Preparing for the closure of the month is exhausting.
In my career, I've done it many times.
That's why I am sure that the checklist I crafted will save you valuable time.
This checklist is made around the main processes of accounting and reporting.
What's inside?
53 checkpoints on:
โข General Ledger & Journal Entries
โข Payroll & Benefits
โข Compliance & Internal Controls
โข Inventory & Cost of Goods Sold
โข Miscellaneous
โข Accounts Receivable
โข Taxes
โข Accounts Payable
โข Financial Reporting
โข Final Review & Approval
What will you get?
By using a month-end checklist, you can:
โข Close your books accurately and on time.
โข Identify and correct any errors or omissions.
โข Organize the tasks among all team members.
๐ Share this with your colleagues so you help them save time.

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FREE AI Finance Courses (60 resources, zero cost)
๐ Comment "AI" and I will send all 4 courses to you for free
I am limiting this drop to the first 100 comments
so make sure to be quick
This is the biggest free AI Finance pack I have ever released
4 complete courses, 60 hand-picked resources, worth $2,000+
Most finance pros are stuck choosing between ChatGPT, Copilot and Claude
And then they pick one tool and miss what the others are great at
So I built 4 separate courses
Each one curated with the best videos, cheat sheets and playbooks
for that specific tool
Inside the bundle, you will find:
๐ Free AI Finance Course (15 resources)
- AI Roadmap for Finance teams
- 6 real AI use cases for Finance
- Prompting & Data-prep guide
- The fast close playbook
- 300 AI Tips (ChatGPT + Claude + Copilot)
๐ Free ChatGPT Course (15 resources)
- How to Master ChatGPT in Accounting
- Top 100 ChatGPT Tips
- 5 ways to use ChatGPT in FP&A
- Create custom GPTs for Finance
- ChatGPT for Finance: 9 Power Moves
๐ Free Copilot Course (15 resources)
- BEST way to use Copilot as a Finance Pro
- Copilot in Excel: 5 INSANE use cases
- Top 100 Copilot Tips
- How to Edit with Copilot in Excel
- How this CFO saves 2+ hours every day
๐ Free Claude Course (15 resources)
- Top 100 Claude Tips
- Claude in Excel to build financial models
- Claude Voice Mode for Finance
- Claude Cowork for long automation tasks
- Claude Finance Playbook
I have seen finance teams spend weeks watching random YouTube videos
trying to figure out which AI tool to use and how to use it
This bundle saves you that work
60 resources, sorted by tool, ready to go
Companies pay me $10,000+ for workshops where I teach this exact content
I am giving the foundations away for free so you can start today
BONUS: When you comment, I will also send your free seat
to my upcoming AI Finance Masterclass
๐ Comment "AI" and I will send your link to download all 4 courses
โป๏ธ Repost to help a finance pro who is still doing things the old way

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17 FREE AI Finance Resources (only the fastest one will claim it)
๐ Comment "AI" to get it (+ bonus: free AI Finance masterclass invite)
These AI Finance resources are worth more than $10,000+
And only the first 100 comments will get it
(make sure to be really quick once you see this)
This is the finest collection of my top masterclasses, courses, and expert videos that I created.
All of the methods inside are tested and CFOs reported savings
of 10+ hours every week.
I've also included a masterclass I gave to companies which are worth individually $10,000+
This is more than important now because:
The gap between a "Traditional CFO" and an "AI-First CFO" is now more than a 10-hour-per-week difference in productivity.
To help you bridge that gap, Iโve updated my resource library.
Here is whatโs inside the "17 AI for Finance Resources" collection:
- Excel's AI Agent Mode builds complete financial models in minutes
- See how CFO Saul Mateos uses AI to save 10+ hours per week
- How to use ChatGPT 5 to build INSANE financial models
- ChatGPT for FP&A Masterclass with Drivetrain
- The complete guide to using Microsoft Copilot as a finance pro
- How to Create a Finance Forecast in 30 Minutes with Maxio
- Vibe coding for finance pros - Featuring Christian Martinez
- Advanced AI Tips with Ramp
- The Blueprint to Using AI for Finance in 2026 with Shawn Kanungo
- How to use Gemini for Finance
- Stop Throwing Money Away on SaaS with Vertice
- 3 practical ways to use AI for financial analysis
- Financial Storytelling with AI and Jedox
- Train your finance team on AI in 30 days
- From Traditional CFO to AI CFO with Agicap
- Finance Masterclass: How to Become an AI-First CFO in 2026
- Master AI in Accounting with Zenskar
There are many masterclasses I gave for companies last year, which are included for which companies paid thousands of dollars.
I advise that you stop throwing time away on manual spreadsheets and outdated SaaS
Iโm giving this collection away for FREE to help you lead the AI transition in your company
BONUS: When you comment, Iโll also send you your exclusive invitation for my upcoming AI Finance Masterclass
Only the fastest will get it, as last time we had thousands of requests, and unfortunately, we don't have that much capacity yet!
So, don't wait! React fast and comment "AI" to get the downloadable link!
I count on you to be in the first 100 to comment
Share it around so that you help other finance pros who are losing hours every week.

English

i'm running a live claude cowork workshop for non-technical people on april 22
by the end of the 2 hours, you'll have a fully set up marketing system on your computer that:
> produces a full week of content in one sitting, dialed into your voice so it sounds like you on your sharpest day
> turns any marketing framework or post into a repeatable skill that claude runs on command for you
> builds sales pages in minutes so you stop paying designers and copywriters thousands
> schedules tasks to run while you sleep so you wake up to finished drafts, fresh ideas, and updated reports every morning
> writes launch emails, newsletters, and sequences using the same frameworks behind my 6-figure product launches
all click by click, on your machine, while i do it on mine
here's everything that you get:
โข the full 2-hour live workshop where you build everything in real time
โข 16 personal skills that i built over 100s of hours for my own business
โข the complete recording so you can rewatch anytime
โข a self-paced course version of all the material
โข access to Claude Marketing OS telegram group
this system runs 90% of the marketing behind my 7-figure brand doing 15M+ impressions/month
and it's all yours come april 22nd
comment "Cowork" and i'll DM you the link

English

He grabado una curso GRATIS para ayudarte a diseรฑar tu cartera de inversiรณn ideal.
Activos, objetivo, riesgo, horizonte temporal, etc.
Viene con un PDF, un vรญdeo y un GPT entrenado
ยฟTe interesa?
โ Comenta "CARTERA"
โ Sรญgueme @invierte_joven
y te mando el acceso por DM

Espaรฑol

Become better than 95% using my AI Finance Vault
๐ Comment "Vault" and I will send everything to you for free
(+ your invite to my AI Finance Masterclass)
I am limiting this to the first 100 comments so be quick.
I've trained 10,000+ finance professionals across companies like Mercedes-Benz, KPMG, and Rakuten.
The biggest gap I see every time?
Finance pros have the ambition to use AI.
They just don't have the right resources to start.
So I put 6 of my best resources into one vault and I'm giving it away for free.
Here's what's inside:
๐ AI-Powered CFO Playbook
โ How to run your finance function with AI from day one
๐ The Finance Collection (2026 version)
โ Templates, cheat sheets, guides, and checklists in one pack
๐ 17 AI for Finance Resources (2026 version)
โ Excel AI Agent Mode, financial models, ChatGPT for FP&A, AI in Accounting
๐ The 30-Day AI Finance Playbook
โ A structured path to becoming AI-first in 30 days
๐ Claude Finance Playbook
โ Practical ways to use Claude for real finance work today
๐ 100 Tips for AI in Finance
โ The practical guide to using AI across your entire finance role
This vault is worth $1,000+ in saved training time.
I've seen CFOs and FP&A managers spend weeks trying to figure this out on their own.
This shortcut didn't exist when I started.
Now it does.
๐ Comment "Vault" to get all 6 resources sent directly to you.
โป๏ธ Repost to help a finance colleague who is still doing things the old way.

English

My Audit Preparation Checklist
Comment: "Audit Checklist" if you want to get it in your inbox
I have prepared an Excel Checklist to help you in your audit preparation
Use this checklist to get ready for your next audit
If you are a CFO, a controller, an accountant or a Finance manager, this list is for you.
What is inside the Excel file?
19 tabs comprising the following checklists:
1. Overview Checklist (in the picture below)
2. Financial Statements Preparation
3. Account Reconciliation and Analysis
4. Documentation and Record Keeping
5. Internal Controls and Compliance
6. Risk Management
7. Tax Review and Planning
8. Inventory Management
9. Fixed Assets and Capital Expenditures
10. Investments and Other Financial Assets
11. Employee Benefits and Pensions
12. ESG Compliance
13. Technology and Data
14. Review of New Accounting Policies
15. Related Party Transactions
16. Subsequent Events and Contingencies
17. Sustainability and Continuity Planning
18. Communication with Auditors
19. Final Review and Reporting
Plus, I have a bonus for CFOs and finance pros after you sign up to get the checklist.

English

Vuelvo a regalar, una vez mรกs, mi Excel de Ingresos y Gastos
Lo llevo usando +5 aรฑos, y funciona asรญ;
1. Editas las categorรญas
2. Defines previsiรณn de gasto
3. Defines automatizaciรณn de inversiรณn
4. En la versiรณn en pareja, reparto del sobrante
5. Ratios, totales y %
ยฟLo quieres?
๐ฌ Comenta "EXCEL" y te mando DM.

Espaรฑol

Top 3 presentation resources used by top 1% finance teams in 2026
๐ Comment "Slides" and I will send your copy
I am planning to limit the launch to only the first 100 comments
so make sure to be quick!
This is a 3-resource bundle I built for finance professionals
who are tired of spending 6 hours on slides that get skimmed in 5 minutes
This bundle can save you 5+ hours every single week
and it is worth $1,000+ in saved time
Most finance teams are stuck in "Slide Mechanic" mode
Formatting cells, fixing alignments, preparing decks nobody reads
Meanwhile the best finance teams I train
are building board-ready presentations in 30 minutes
How? They follow a simple 4-step process:
Step 1: Generate your story structure using an LLM
Use the "three whats" storytelling framework:
What happened โ What it means โ What should we do
Step 2: Create your slides with Copilot in PowerPoint Online
Paste your outline, and Copilot builds the deck in 5 to 10 minutes
Step 3: Refine and verify
Trim the content, verify every number against source files, apply your corporate theme
Step 4: Practice your delivery with Rehearsal Coach
AI tracks your pace, tone, filler words, and body language
The result? You save 5.5 hours per presentation
and you spend that time on scenario modeling, preparing for Q&A, and delivering insights
Inside this bundle, you will find:
#1 90% Faster Finance Slides (the full 4-step playbook)
#2 100 Ways to Visualize Data (every chart type a finance pro needs to know)
#3 100 PowerPoint Tips (shortcuts, design tips, animations, advanced techniques)
I've seen FP&A managers spend entire Fridays building slide decks
that a CFO flips through in 2 minutes
This bundle turns you from the person who builds the slides
into the person who tells the story behind the numbers
๐ Comment "Slides" if you want to receive the link to download this bundle and your free seat for my upcoming AI masterclass
โป๏ธ Repost to help a colleague who is still spending 6 hours on a board deck

English

Become better than 95% using my AI Finance Vault
๐ Comment "Vault" and I will send everything to you for free
(+ your invite to my AI Finance Masterclass)
I am limiting this to the first 100 comments, so be quick.
Reposting this increases your chances of getting it.
I've trained 10,000+ finance professionals across companies like Mercedes-Benz, KPMG, and Rakuten.
The biggest gap I see every time?
Finance pros have the ambition to use AI.
They just don't have the right resources to start.
So I put 6 of my best resources into one vault and I'm giving it away for free.
Here's what's inside:
๐ AI-Powered CFO Playbook
โ How to run your finance function with AI from day one
๐ The Finance Collection (2026 version)
โ Templates, cheat sheets, guides, and checklists in one pack
๐ 17 AI for Finance Resources (2026 version)
โ Excel AI Agent Mode, financial models, ChatGPT for FP&A, AI in Accounting
๐ The 30-Day AI Finance Playbook
โ A structured path to becoming AI-first in 30 days
๐ Claude Finance Playbook
โ Practical ways to use Claude for real finance work today
๐ 100 Tips for AI in Finance
โ The practical guide to using AI across your entire finance role
This vault is worth $1,000+ in saved training time.
I've seen CFOs and FP&A managers spend weeks trying to figure this out on their own.
This shortcut didn't exist when I started.
Now it does.
๐ Comment "Vault" to get all 6 resources sent directly to you.
โป๏ธ Repost to increase your chance of getting the download link.

English

@diegoandres_g Cada cuanto se programan estas actividades o para que productos principalmente?
Espaรฑol

Why OPEX Planning Matters
๐๐ฐ๐ฐ๐๐ฟ๐ฎ๐๐ฒ ๐ข๐ฃ๐๐ซ ๐ฝ๐น๐ฎ๐ป๐ป๐ถ๐ป๐ด
ensures your business runs smoothly,
avoids cash flow surprises, and
guarantees profitability.
Missed targets due to poor planning can severely impact your company's stability and growth.
๐ฏ ๐ฆ๐๐ฒ๐ฝ๐: ๐จ๐๐ถ๐ป๐ด ๐๐ฟ๐ถ๐๐ฒ๐ฟ๐ & ๐๐๐๐๐บ๐ฝ๐๐ถ๐ผ๐ป๐
Effective OPEX planning uses
A. ๐ฑ๐ฟ๐ถ๐๐ฒ๐ฟ๐
[what causes a cost to change] and
B. ๐ฎ๐๐๐๐บ๐ฝ๐๐ถ๐ผ๐ป๐
[educated guesses about future conditions]
1. ๐๐ฑ๐ฒ๐ป๐๐ถ๐ณ๐ ๐๐ฒ๐ ๐๐ผ๐๐ ๐๐ฒ๐ป๐๐ฒ๐ฟ๐: List all major operating costs (e.g., Marketing, HR, IT).
2. ๐๐ฒ๐ณ๐ถ๐ป๐ฒ ๐๐ฟ๐ถ๐๐ฒ๐ฟ๐ & ๐๐๐๐๐บ๐ฝ๐๐ถ๐ผ๐ป๐: For each cost, determine its main driver.
โข ๐๐น๐ข๐ฎ๐ฑ๐ญ๐ฆ: ๐๐ข๐ญ๐ข๐ณ๐บ ๐๐๐๐. ๐๐ฟ๐ถ๐๐ฒ๐ฟ: Headcount. ๐๐๐๐๐บ๐ฝ๐๐ถ๐ผ๐ป: Expected hiring growth (e.g., 10% next year).
โข ๐๐น๐ข๐ฎ๐ฑ๐ญ๐ฆ: ๐๐ข๐ณ๐ฌ๐ฆ๐ต๐ช๐ฏ๐จ ๐๐๐๐. ๐๐ฟ๐ถ๐๐ฒ๐ฟ: Revenue Target. ๐๐๐๐๐บ๐ฝ๐๐ถ๐ผ๐ป: Ad spend will be 5% of target revenue.
โข ๐๐น๐ข๐ฎ๐ฑ๐ญ๐ฆ: ๐๐ต๐ช๐ญ๐ช๐ต๐บ ๐๐๐๐. ๐๐ฟ๐ถ๐๐ฒ๐ฟ: Office size / usage. ๐๐๐๐๐บ๐ฝ๐๐ถ๐ผ๐ป: No major change in office space size.
โข ๐๐ฎ๐น๐ฐ๐๐น๐ฎ๐๐ฒ & ๐๐ผ๐ฟ๐ฒ๐ฐ๐ฎ๐๐: Use the drivers and assumptions in the calculator to automatically generate your forecast.
โข The calculator quickly models different scenarios.
If you want this Excel model, just drop a comment and Iโll send it to you.
(Important: follow me so I can DM you!)

English
ReVa ๐ retweetledi

If you want to work in AI or Data Science, read this.
OโReilly published a 533-page book teaching the real analytical skills behind AI.
Topics inside:
โข statistical learning
โข regression models
โข clustering
โข Monte Carlo methods
โข data visualization
Basically the foundation of modern AI systems.
Iโm giving it away FREE.
To get it:
1. Follow me
2. Like + RT
3. Comment AI
Iโll DM the book.

English

๐จBREAKING: Someone just dropped the ultimate startup toolkit for free.
It's called Founders Kit and it has every resource a founder needs to go from idea to IPO.
Paul Graham essays. YC courses. Pitch deck examples. Fundraising guides. 200+ tools across design, analytics, automation, and marketing.
No paywall. No newsletter gate. No BS.
100% Open Source.
If you want details please do
Like+
Comment "Send"+
Repost+
Follow me for auto DM

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