Using AI at work in Finance
A renovation runs through two sets of books: yours, and the property manager's, who has already paid some of the same invoices. A stack of 150 invoices lands for…
The monthly financials are out and someone wants commentary by Thursday. An AI can draft it from the export, and the first version will confidently tell you that repairs…
Month end, and a schedule lands on your desk for sign-off. The numbers look plausible. What you can't see is where any of them came from, and your name is the one going…
Somewhere in a shared drive you have forty contracts. Some roll over on their own, some need two months' notice if you want out, and nobody can tell you which one needs…
Your finance system got replaced last year, and people still need to look things up in the old one. The vendor quoted a date for a lookup tool and that date keeps…
The management report you'd like an AI to draft is built out of a client's books. Before any of that goes near a chat window, two questions need answers, and neither of…
Competitor FLOIR/SERFF rate filings are long and scattered. Use an LLM to extract overall rate change; coverage/class and territory splits; deductible, form and rule…
I packaged my actuarial workflow into a reusable AI skill: read the data dictionary, reuse existing calculations, document assumptions, and leave selections to the…
