What the Excel workflow of the future will look like with Rosie AI CEO and Excel expert Dennis Jiang

In this episode of Future Finance, hosts Glenn Hopper and Paul Barnhurst welcome Dennis Jiang, co-founder and CEO of Rosie. Dennis shares how Rosie helps professionals navigate complex spreadsheets, debug formulas, and optimize financial models. The conversation explores how AI is transforming spreadsheet use, streamlining tedious tasks, and empowering users to focus on strategic insights. Dennis also explains the unique challenges of integrating AI into financial workflows and how Rosie is changing the landscape of Excel usage for power users.

Dennis Jiang is the co-founder and CEO of Rosie, an AI-powered assistant that helps professionals understand, build, and analyze spreadsheets with ease. Dennis started his career as a consultant at Bain & Company, where he became an Excel whiz, so much so that he later worked as a freelance Excel consultant for high-profile clients like Apple. Having seen firsthand how much his clients and colleagues rely on spreadsheets yet struggle with them, Dennis founded Rosie to leverage agentic AI to finally solve that problem and help professionals focus on insights rather than wrestling with formulas.

In this episode, you will discover:

• How Rosie’s AI assistant redefines how professionals use Excel.
• The role of AI in auditing and debugging complex financial models.
• How Rosie saves time for finance teams by automating tedious tasks.
• The difference between Rosie and tools like Microsoft Copilot for advanced users.
• Why Dennis believes that spreadsheets will remain central to finance, even as AI technology evolves

Dennis shared his journey from consulting to founding Rosie, offering an inspiring look at how AI is transforming Excel modeling and financial workflows. His insights into automating tedious tasks, debugging complex models, and enhancing financial analysis provide invaluable guidance for professionals looking to leverage AI to improve productivity and decision-making.

Follow Dennis:

LinkedIn - https://www.linkedin.com/in/dennis-jiang-0387923/

Website - https://www.askrosie.ai/?utm_source=podcast&utm_campaign=futurefinance1

Special Offer for Our Listeners: Enjoy 1 free month of Rosie Premium (a $20 value) using the code FUTUREFINANCE at checkout.

Join hosts Glenn and Paul as they unravel the complexities of AI in finance:

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:

[03:04] - Why Rosie Was Created

[05:22] - Microsoft’s AI Integration Struggles

[06:45] - Rosie vs. Microsoft Copilot

[10:05] - Managing AI Hallucinations with Rosie

[12:55] - Rosie’s First Fan Club Website

[17:08] - The Future of Entry-Level Roles in Finance

[20:50] - Modeling with Punch Cards

[26:23] - The Future of Financial Analyst Roles

[33:05] - The Aha Moment for Rosie

[36:21] - Wrapping Up and Free Access to Rosie