AI in Excel for Finance Pros to Improve Accuracy Using Incremental Workflows with David

About this episode

David Ingraham discusses the integration of AI in Excel for finance professionals, emphasizing the importance of context and human oversight.

In this episode of Future Finance , Paul Barnhurst and Glenn Hopper talk with David Ingraham, founder and CEO of HyperPerfect. David explains why AI works best in finance when it is used step by step, with clear context and human review. He also shares why Excel is still central to finance work and how better AI tools can help teams move faster without losing control. David Ingraham is the CEO and founder of HyperPerfect, a financial reporting and accounting platform that integrates powerful AI directly into Excel. With nearly 20 years of experience in private equity, David has worked on deals totaling over $1.5 billion. He is also passionate about educational initiatives, serving as board president of Aim High, a Bay Area nonprofit that provides free summer education to nearly 2,000 students annually. In this episode, you will discover: Why finance teams are still slow to adopt AI Why context matters when using AI in Excel Why AI should be treated like a teammate, not a shortcut How breaking work into smaller steps leads to better results Where AI helps most in finance today David Ingraham is the founder and CEO of HyperPerfect, a company that brings AI tools into Excel. He…

People in this episode

Hosts: Paul Barnhurst, Glenn Hopper

Guest: David Ingraham

Topics covered

• AI in finance
• Excel tools
• incremental workflows
• financial reporting
• human review

Keywords

• AI
• Excel
• finance
• incremental workflows
• financial reporting
• human review
• HyperPerfect

Mentioned in this episode

Organizations: HyperPerfect, Aim High

Places: Bay Area

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