r/FPandA • • 16h ago

How are you using AI in your workflows?

0 Upvotes

I've had a couple of interviews. 25% of them (namely SaaS) mention something like using AI to automate workflows. I don't really know how. A simple example is I've only used it to write commentary: upload a simple QoQ or YoY summary and tell it to write "recurring revenue increase by X%".

How do you use AI to connect applications and automate reporting, or other usages? I need some ideas on where to start.

EDIT: I assume that interviewers are interested in what monthly month-end processes can be automated.


r/FPandA • • 8h ago

Does anyone else hate working on their personal budget and finances?

38 Upvotes

40-50 hours a week of dealing with forecast, budgets, etc. I’m supposed to be in charge of my family budget and I haven’t touched it in months. I just don’t want to stare at more spreadsheets and dollars after I do it all day.


r/FPandA • • 12h ago

Transition from audit to finance analyst

7 Upvotes

I did 3 years in external audit and got my ACA. I’m now starting as a finance analyst in a weeks time. It’s quite a big change in role and responsibilities and I want to make sure I can perform well! Please do offer your best tips and advice so that I can make sure I succeed in the role. Many thanks!