Six weeks ago I thought AI in finance meant faster reporting. ๐ค๐
Six weeks ago I thought AI in finance meant faster reporting. ๐ค๐ Six weeks later I see it as something better: better decisions, when the data is clean. โ
I just wrapped a 6-week AI Finance Accelerator, and hereโs what actually stuck:
๐งน AI doesnโt fix messy data. It magnifies it. Govern item names, units, and mappings first.
๐งพ COGS has to tie to inventory, or margin is fiction. If the tie-out fails, pricing gets shaky.
๐จ Exceptions beat dashboards. Stockouts, aging, cost spikes, and fee leaks move cash.
๐ Rules beat heroics. A simple rulebook prevents the same cleanup every month.
๐๏ธ Cadence matters more than tools. Weekly beats month-end scramble, every time.
Most valuable tools Iโll keep using: #ChatGPT (Advanced Data Analysis), #Copilot / #PowerQuery, and lightweight automation to move clean data where it needs to go. โ๏ธ
๐กBiggest mindset shift: I stopped asking โHow do I analyze this faster?โ and started asking, โWhat decision should this number trigger?โ ๐ก
๐ Practical result: I built a repeatable workflow that turns data into a weekly KPI snapshot (turns, days on hand, aging, stockouts, true margin) with first-pass commentary drafted in minutes. ๐
Speed is nice. Trust in the numbers is better. ๐ค