Using AI in finance for business is quickly becoming a competitive advantage for entrepreneurs who want better decisions, faster reporting, and stronger cash flow. In this episode, host Tom Wheelwright sits down with finance expert and author Marcio Barreto to explain how business owners can apply artificial intelligence inside their financial operations — without over-relying on technology.
Many entrepreneurs either ignore AI or attempt to automate everything. Both approaches create risk. Tom and Marcio clarify where AI actually creates value and where human judgment must stay in control.
You’ll learn:
• How AI improves financial reporting and forecasting
• How lean finance principles reduce operational waste
• When automation helps — and when it harms decision-making
• How to identify profit leaks inside your business
• Why financial clarity matters more than speed
Marcio Barreto shares practical examples from real finance departments and shows how combining lean systems with AI creates compounding operational improvements. Tom Wheelwright connects these ideas to smarter strategy, tax planning, and long-term business growth.
This conversation matters now because AI tools are entering every industry. Entrepreneurs who understand how to apply them correctly will gain efficiency and control, while those who adopt them blindly may automate mistakes. This episode helps business owners use technology intentionally rather than reactively.
👉 https://bit.ly/41d3Kmy 👈 CLICK HERE Ready to change your financial future? Join Tom Wheelwright, Robert Kiyosaki’s CPA, and apply to the WealthAbility Accelerator today!
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
00:00 – Intro.
03:25 – How Businesses Should Use AI: Repetitive Tasks, Pattern Recognition, Variance Analysis, Trends.
07:54 – AI Tools & Companies for Finance.
11:38 – AI Agents.
12:50 – Simplified AI Programming for Businesses.
14:25 – AI & Finance in the 21st Century.
17:22 – AI for Projections and Forecasting.
19:10 – Lean: Cutting Waste (Don’t Do What Doesn’t Add Value, Focus on Value Added Activities).
23:30 – Top 3 AI Tips for Businesses.
25:16 – Is AI Going to Make Us Stupid?
28:35 – Closing Statements.
Looking for More on Marcio Barreto?
Books: “Lean for Finance in the Age of AI” LinkedIn: https://www.linkedin.com/in/marciobarreto/
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DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
