ChatGPT Agent Mode is here. How to use it for Finance and FP&A

So OpenAI released a new tool.

ChatGPT Agent Mode.

What can it do?

And how can FP&A and Finance Teams leverage it?

As always, here is my guide!

Also, there is a bonus at the end: How to use ChatGPT for forecasting!

What is ChatGPT Agent Mode?

ChatGPT Agent, a groundbreaking upgrade that transforms ChatGPT into a semi-autonomous AI assistant capable of completing real-world, multistep tasks using its own virtual computer; including a browser, terminal, file system, and service integrations.

This marks a shift from simply asking questions to actually getting things done.

How to use ChatGPT Agent Mode for Finance and FP&A?

In Finance, you can use ChatGPT Agent Mode To:

• Automate Excel workflows (cleaning data, generating pivots, formula audits)
• Generate dynamic board and investor presentations directly from spreadsheets
• Execute real-time variance analysis and visualize performance vs. budget
• Navigate complex financial models (3-statement, DCF, scenario analysis)