• Artificial Intelligence

    The AI Investigator: Comparing Leading LLMs for Social Media Asset Discovery

    This article explores how modern LLMs can assist financial forensic professionals with social media asset discovery and investigative intelligence gathering. Using a consistent set of research prompts and investigative scenarios, the article compares the performance of Microsoft Copilot, ChatGPT, Perplexity, and Claude across areas such as accuracy, source transparency, investigative depth, contextual reasoning, and usability. Readers will gain insight into the strengths and weaknesses of each platform, where AI can accelerate investigative workflows, and the limitations practitioners should understand before relying on AI-generated intelligence in forensic engagements. If only I had learned about financial forensics earlier in my life, I…

  • Artificial Intelligence

    Copilot Confusion: Figuring Out if Your M365 Licensing is Ready for AI

    Microsoft Copilot is rapidly becoming one of the most talked-about AI tools in the workplace, but many organizations discover that enabling it is not as simple as flipping a switch. The biggest hurdle is often licensing. Different versions of Microsoft 365 include different capabilities, and not every plan supports Copilot. This article explains how to quickly determine whether your organization has the correct Microsoft 365 licensing for Copilot, what prerequisites are required, and how to identify gaps before attempting deployment. It also outlines the key licenses that are compatible with Copilot and provides a resource for checking your environment. Microsoft…

  • Artificial Intelligence

    Excel’s New =COPILOT() Formula: What Valuation Analysts Can Do on Day One

    Use the new =COPILOT() formula and super charge your productivity in Excel. The Problem with Excel (and Why This Matters Now) If you work in business valuation or consulting, Excel is still your daily driver. We use it for everything; normalizing financial statements, running DCF models, cleaning client exports, and building rolling KPI dashboards. But as powerful as Excel is, the bottleneck has always been formulas. Even seasoned analysts can spend too much time Googling “Excel formula to calculate CAGR,” or untangling nested IFERROR statements. For consultants who bill by the hour—or who simply need speed to keep up—this is…

  • Artificial Intelligence

    Battle of the Bots: Comparing Today’s Most Popular AI Chatbots

    Compare the results of the top AI chatbot models. In the past few years, AI chatbots have gone from a niche experiment to everyday tools powering work, creativity, and conversation. But with so many options—ChatGPT, Claude, Gemini, Copilot, and more—how do you know which one is right for you? In this video, we will put the most popular AI chatbots head-to-head, using the same prompt to see what kind of results we get. Now it is your turn to test your favorite prompt you use on a daily basis in your business with each of the popular AI Chatbots. Post…

  • Artificial Intelligence

    AI: The Invisible Power Behind the Screen

    Just like flipping a switch to turn on a light, most of us do not think about what had to happen to make that light turn on. Artificial Intelligence (AI) has already become as effortless as a light switch. You type a prompt into ChatGPT or Copilot, and it returns an answer, yet you likely have no idea how it works or what went into making it function. Unlike understanding electricity or the internet, grasping AI requires a foundational knowledge of its mechanics. While the full explanation is more complex than I can cover here, let’s break down some basics.…