“I built a commercial grade CRM system ... my team uploads Excel spreadsheets and CSV files. It runs like a baby.”
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Said on A Beginner's Guide to AI
“You should have one system across board ... separate tool ... someone uploads an Excel file ... if I make a mistake, where would I get the source?”
Purity Kabaki · FP&A Today · A System Designed to Forget Finance: Why FP&A Ends Up Carrying the Rest in Excel
Play from 8:34
8:34
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What was described
recommended using a single, company-wide system rather than separate FP&A tools that rely on Excel uploads
Said nearby on the same subject
“There are a number of tools that you can use that will ring-fence your data, which is effectively like putting it into a filing system. But if it's open AI... So if it's ChatGPT or Claw, those sort of things. Absolutely. Effectively, that means you are uploading client information to the internet.”
AH
Alex Haslam
Risk on Air ·
“Portsmouth businesses should optimize for every AI model rather than backing one favorite. Your customers do not all use the same tool, so picking one just means going missing for everybody else.”
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AI James Dooley speaker
AI SEO & Business Automation Podcast ·
“Claude downloaded every single model, every single tool we use, FFmpeg, all the Python scripts that it's using to do all the editing”
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