The Accountant-Builder
Two modes of AI value for finance teams, a decision framework for when to build vs. use, and why domain expertise is the real prerequisite.
Thoughts on finance, technology, and building scalable systems at the intersection of accounting and operations.
Two modes of AI value for finance teams, a decision framework for when to build vs. use, and why domain expertise is the real prerequisite.
Concrete, quantified examples of using AI for investigation and analysis. From Slack message to root cause to remediation in 15 minutes.
The infrastructure progression: local prototype to deployed tool. Covers data connections, cron automation, security governance, and working with engineering.
A deep dive: CRM ingestion, AI-powered PDF extraction, automated validation, human review queue, and how the system evolved.
Session structure, demo sequence, prompt patterns, and sample data design for hands-on AI training.