Hitchhiker's Guide to AI Governance · #16 Kevin Appleby - The AI-Enabled CFO: From Crunching Numbers to Thinking Strategically
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Put all source documents into a project before building a financial model and have AI build the assumptions tab from that data
“We've put a lot of thinking into how do we build that platform for the age of AI. We talk about a unified data layer, giving the customer the possibility to not only look at finance and tax data, but also into operational data, people data, and so on and so forth.”
“I've actually integrated all of my notes ... I took all of those answers and integrated it into the AI project to figure out what are the patterns ... reviewing over 250 financial planning meetings”
“We build a lot of tooling just to mask all that data before it gets exposed to the agent”
“Azeem... have been building out this dashboard, trying to track how much stress there is in the AI industry financially”
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