Turn employee receipt photos into an expense packet
Extract receipt details, connect them to the employee’s business purpose and prepare a checked expense export for accounting review.
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.
Apply a reviewed accounting-dimension correction
Prepare an exact change set for an approved analytic-dimension correction, apply only authorized changes, and reconcile the affected ledger rows afterward.
Match supplier invoices to purchase orders
Compare incoming invoices with open orders and prior records. Prepare supplier questions for invoices that need clarification.
Prepare a project expense classification for accounting review
Compare project spending with the approved capitalization policy. Give the accountant evidence for the proposed treatment.
Prepare payment reminders from verified invoice status
Turn overdue invoices into a reviewed follow-up queue. Draft reminders that reflect payment history and approved communication rules.
Prepare a month-end close exception queue
Collect unusual accounting entries for the closing team. Keep each exception connected to its records and a responsible reviewer.
Flag differences between bank statements and ledger records
Compare bank transactions with ledger entries for the same account and period. Give the accountant a traceable list of unresolved differences.
Check contract restrictions before changing prices
Review existing agreements before a proposed price change. Build a customer-by-customer table of notice periods, caps and consent requirements.
Standardize financial documents into a diligence pack
Organize submitted financial documents into a consistent review format. Preserve differences in periods and definitions so reviewers can identify what needs clarification.
Turn financial reports into visual explainers
Convert an approved financial report into a clear visual summary for a team meeting or stakeholder presentation.
Keep fundraising materials consistent
Create a deck, memo, or financial model from one agreed set of company facts. Reconcile contradictory numbers before drafting and separate forecasts from observed results.
Draft investor outreach with a specific reason to connect
Prepare a short introduction around an investor’s stated interests and a verifiable company proof point. Produce drafts for review, including a forwardable introduction or a follow-up when relevant.
Prepare a forecast-to-target brief
Combine current performance and forward indicators into a recurring forecast of likely month-end or week-end results.
Draft a cohort-based financial model
Build a spreadsheet model that connects historical customer cohorts to longer-term revenue assumptions.
Prepare a bonus calculation from accounting exports
Combine project revenue and expense records into a traceable calculation workbook. Apply the approved allocation rules and separate unmatched items before the accountant reviews the bonus calculation.
Prepare business documents from a CRM deal
Use approved deal information to assemble invoices, agreements, and completion documents. Keep document preparation connected to the deal record while a responsible person reviews and signs the result.
Allocate cloud spending to accountable teams
Turn detailed billing into an owner-level cost view.
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