Extract invoice data and flag uncertain records
PDF invoices become spreadsheet rows, while incomplete results enter a separate review queue. This can be adapted for an accounting firm or finance team.
A FIELD GUIDE TO AI AT WORK
Finance workflows
Explore practical AI workflows for finance: inputs, implementation steps, human checks and downloadable skills to adapt to your team.
ESSENTIALS / THREE FOUNDATIONS
People. Projects. P&L.
Build the foundations with three practical skills.
Start with what your team does.
Choose your recurring activities to build a starting set.
Create a management P&L
Turn approved accounting records into a traceable profit-and-loss report. Separate revenue, direct costs and overhead, reconcile the totals, and keep uncertain classifications visible.
Collect missing evidence for the month-end close
Turn missing receipts, pending invoice approvals and unanswered close questions into an owner-specific request queue. Keep reminders and received evidence synchronized with the closing checklist.
Prepare a review of unused software seats
Reconcile paid software licenses with authorized usage and staff records. Prepare seat-level keep, reassign or reclaim proposals, with ownership checks and contract-aware cost estimates.
Draft a valuation memo from approved inputs
Assemble a consistent valuation memo from an analyst-approved deal packet and capitalization table. Trace figures to their approved versions, flag conflicting dates or share definitions, and leave valuation judgments with the analyst.
Complete missing bookkeeping fields on card transactions
Find missing categories, business-purpose memos and receipts on existing card charges, then prepare narrowly scoped updates with an exception ledger.
Reconcile a deal from signed quote to collected payment
Compare deal, contract, invoice and payment records to reveal missing or inconsistent handoffs.
Review financial-document inconsistencies with evidence
Compare submitted financial documents and application facts, flag traceable inconsistencies, and prepare verification questions for a trained reviewer.
Compare contract insurance requirements with supplied coverage
Extract contractual insurance requirements, compare them with policy evidence and endorsements, and prepare coverage questions for a broker or counsel.
Assemble a source-backed chargeback response packet
Map a payment dispute to the relevant transaction, fulfillment and customer agreement evidence, then prepare a concise response for finance review.
Audit commissions against the rate effective for each transaction
Match paid commissions to the applicable plan version, recompute expected amounts, and prepare an evidence-backed exception report for payroll or finance.
Check evidence for loan funding conditions across documents
Compare a submitted funding package with explicit closing conditions, reconcile counterparties and asset details, and prepare a sourced blocker list for a lending reviewer.
Find delivered work that may be missing from billing
Reconcile delivered project work with contracts, invoices, credit notes and payments to prepare a finance review queue for possible billing omissions.
Prepare a supplier payment calendar from approved obligations
Organize supplier obligations into a dated payment review calendar with currencies, settlement lead times and unresolved funding dependencies.
Refresh menu-item costs when ingredient prices change
Match current supplier prices to recipe ingredients and recalculate dish costs with explicit units, yields and review flags.
Reconcile AI usage records with provider charges
Compare request-level usage and the applicable price schedule with billed charges. Prepare an evidence packet for unexplained differences.
Prepare a vendor subscription cancellation with evidence
Locate the cancellation route, verify the account and renewal terms, and prepare a request with a clear record of what remains active.
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