AI for Operations & Finance

By the end of this lesson you will be able to automate the recurring reports and admin that eat your week. Core ideas: standardize your inputs (consistent files and naming) so AI can process them reliably; turn repeated tasks into a documented workflow the model runs the same way every time; and keep a human checkpoint on anything that touches money. Worked example: feed the month's transactions to a workflow that categorizes them, flags anomalies and missing receipts, and drafts a one-page summary, then you review and approve. Practice task: pick one recurring report, write the step-by-step instructions once, and run it with this period's data.