Unit 6: Al in Finance & Ops - Smarter Budgets, Faster Forecasts
Here’s how AI helps prep a monthly financial or operational report:
Pull the data
→ Excel Copilot aggregates revenue, spend, headcount data
Analyze key variances
→ GPT summarizes what changed vs. last month and why
Visualize trends
→ Canva or Excel Copilot generates charts
Generate the summary
→ ChatGPT writes a client-facing or internal summary with takeaways
Distribute automatically
→ Use Zapier or Motion to send summaries to the leadership team
