Hey frieeend! In this video, I’ll be breaking down 10 essential finance tips every woman should know to achieve financial freedom. Whether you’re looking to save more money, invest wisely, or take control of your financial future, these practical strategies will empower you to make smarter financial decisions. We discussed, How to build a solid budget and stick to it, Tips for creating a successful savings plan, The importance of investing for long-term wealth, How to manage debt effectively, Ways to protect your financial future with smart insurance choices, and much more!

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About Me:

I help people build AI systems that generate leads, close deals, and scale businesses. Two kinds of people, specifically:

1. Business owners who want AI installed in their company — done for them — so it runs the parts that used to eat a full team’s time.

2. Aspiring entrepreneurs who want to start their own AI business from scratch. I help them get off the ground, land their first clients, hit their first $10K months, and replace their full-time job.

Then I make videos showing exactly how it all works — what you need to know about AI through guided tutorials, real builds, on real businesses — right here on YouTube.

I founded Reprise AI, an AI consulting and implementation agency. We’ve deployed AI into 60+ companies across home services, healthcare, real estate, professional services, and e-commerce, driving over $5M in bottom-line revenue for them. I’m also a co-founder of Sync2, which builds voice and front-office AI for healthcare clinics. Alongside the client work, I teach this in the open to millions of people across the world & 20,000+ founders and operators building alongside me in the AI Accelerator community.

I taught myself all of this with no technical background — no CS degree, no formal training. That’s exactly why I know it’s teachable. If I could figure it out, so can you.

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0:00 – Anthropic’s new finance plugin
0:52 – 8 skills, you’ll use 2
1:46 – The plugin directory
3:05 – The 8 skills explained
4:45 – Chat vs Cowork
5:32 – Pointing it at a folder
6:21 – Installing the plugin
8:48 – What a skill actually is
12:07 – The books we’re using
14:39 – Skill 1: reconciliation
18:59 – Skill 2: variance analysis
24:41 – Skill 3: month-end close
26:25 – Where the close is stuck
29:06 – Connecting your accounting tools
30:24 – Running it on a schedule
31:50 – What it replaces (and doesn’t)

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