Can it analyze month to month and summarize what are the main differences for the accounts increasing/decreasing? And do this for all the p&l accounts. I imagine I uploaded a file with 2 months of transactions. That would be a big time saver if it could draft that for me to then just review and modify.
Whilst I'm not 100% sure what you mean, I think it can do that. If you want me to show you how to do that I can try. You would need to send me an anonymous data file (i.e. the Excel file with the client name and other sensitive information removed) and also tell me what you goal is and I can try and figure out the prompts to use. Message me on LinkedIn if you want me to do that.
Looks great and just need to be creative on how to create the prompts. Thanks Mark.
I think I would use this feature to track financial waste.
I would use it to create cashflow projections based on budget and historical payment trends.
Great idea. I wonder how you get on with that... let me know how well that works.
Can it analyze month to month and summarize what are the main differences for the accounts increasing/decreasing? And do this for all the p&l accounts. I imagine I uploaded a file with 2 months of transactions. That would be a big time saver if it could draft that for me to then just review and modify.
Whilst I'm not 100% sure what you mean, I think it can do that. If you want me to show you how to do that I can try. You would need to send me an anonymous data file (i.e. the Excel file with the client name and other sensitive information removed) and also tell me what you goal is and I can try and figure out the prompts to use. Message me on LinkedIn if you want me to do that.
We do this in our company exactly. It's incredible
Hi Mark! Do you have a business email or should I just shoot you a DM?