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AI in Excel for Finance Pros to Improve Accuracy Using Incremental Workflows with David
Description
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 spent nearly 20 years in private equity and has worked on deals worth more than $1 billion. He also serves as board president of Aim High, a Bay Area nonprofit that provides free summer education to students.
Follow David:
LinkedIn: https://www.linkedin.com/in/dsingraham/
Website: https://www.hyperperfect.com
Follow Glenn:
LinkedIn: https://www.linkedin.com/in/gbhopperiii
Follow Paul:
LinkedIn - https://www.linkedin.com/in/thefpandaguy
Follow QFlow.AI:
Website - https://bit.ly/4i1Ekjg
Future Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai.
Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.
In Today’s Episode:
[00:22] - David’s background
[02:49] - What HyperPerfect does
[06:01] - Why finance struggles with AI
[07:36] - Why context matters
[12:23] - What AI agents are good at today
[13:08] - Using AI as a partner
[17:51] - Building models step by step
[19:20] - Productivity gains and closing thoughts