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Financial Analysts and Accountants are eager to automate, but are unaware how to use AI to safely accelerate workflows while avoiding risks to governance, privacy and confidentiality.
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You rely on spreadsheets because they work well, mostly. But everything that surrounds them - data, versioning, testing - is a real pain.
Turn AI Chats into AppsAI chat instructions (called "skills") can eliminate grunt work but these have important limitations. The way to solve bigger problems is to convert the AI Chat → into an App.
Strategic use of generative AI falls into two areas. First, there is "amplification", doing the same task better (faster, cheaper or larger scale). Second, there is "transformation", new behaviors, markets and institutions. Leaders must recognize the opportunity or need for change and reorganize around a new baseline.
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Even with coding agents, we need people we can trust to make tricky tradeoff decisions, choices that are a matter of taste and preference for the systems we rely on to serve our customers.
Cross channel marketers for the past two decades have tried and failed to unify the customer journey but AI Agents will finally present an opportunity for a customer to feel like she is connecting with someone who knows her. AI reduces the cost of personalization and true one-to-one marketing, sales and service.
We have adopted the Microsoft Azure platform for our development, and use Python for our primary development language.
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