Category: AI & Finance

  • ChatGPT for Credit Risk Analysis in Corporate Banking

    ChatGPT for Credit Risk Analysis in Corporate Banking

    Corporate credit risk analysis is one of the most document-heavy workflows in banking. A single mid-market borrower can generate a 60-page annual report, two years of management accounts, a covenant compliance certificate, an auditor’s letter, and a dozen email threads with the relationship manager. Before a credit committee even meets, an analyst must reconcile all…

  • Claude Code for ESG Reporting Automation

    Claude Code for ESG Reporting Automation

    ESG reporting has become one of the most resource-intensive obligations in the finance function. Between the CSRD, ISSB standards, CDP questionnaires, and an ever-expanding list of investor requests, controllers and CFOs are being asked to produce disclosure-grade sustainability data on a quarterly cadence — often using the same spreadsheets and manual processes that were built…

  • AI for Transfer Pricing Documentation: Automate OECD Compliance

    AI for Transfer Pricing Documentation: Automate OECD Compliance

    Transfer pricing documentation has become one of the most resource-intensive obligations in the finance function. Between the OECD’s Base Erosion and Profit Shifting framework, local file and master file requirements, and country-by-country reporting, a single mid-sized multinational can spend hundreds of hours each year assembling intercompany agreements, benchmarking studies, and functional analyses. The work is…

  • ChatGPT for Accounts Receivable: Automate Collections and Aging Reports

    ChatGPT for Accounts Receivable: Automate Collections and Aging Reports

    Accounts receivable is where cash flow gets won or lost, yet most finance teams still run it on manual effort. A controller exports an aging report from the ERP, pastes it into Excel, sorts by days past due, then writes the same follow-up emails that went out last month. The work is repetitive, it scales…

  • AI for Payroll Accounting: Automate Accruals and Allocations

    AI for Payroll Accounting: Automate Accruals and Allocations

    Payroll is the largest recurring expense for most organizations, yet the accounting behind it remains one of the most manual, error-prone processes in the finance function. Every pay cycle, controllers and financial analysts must calculate accrued wages, bonuses, commissions, employer taxes, and benefits, then allocate those costs across departments, cost centers, projects, and legal entities.…

  • Claude Code for Automating Intercompany Reconciliation

    Claude Code for Automating Intercompany Reconciliation

    Intercompany reconciliation is one of the most persistent bottlenecks in the financial close. For any group with multiple legal entities, the process involves matching hundreds or thousands of reciprocal transactions — intercompany sales, loans, management fees, cost allocations, and dividends — across ERPs, spreadsheets, and inboxes. The matching itself is rarely the hard part. The…

  • AI for Inventory Accounting: Automate Cost Flow Assumptions

    AI for Inventory Accounting: Automate Cost Flow Assumptions

    Inventory accounting is where financial reporting meets operational reality, and the two rarely agree. Controllers and cost accountants spend days each month reconciling receipts, shipments, and production runs against the general ledger, then applying FIFO, LIFO, or weighted-average logic line by line. When a warehouse receives the same SKU at three different unit costs in…

  • ChatGPT for Working Capital Optimization

    ChatGPT for Working Capital Optimization

    Working capital is where financial strategy meets operational reality, and it is also where most finance teams lose the most value quietly. Cash locked in inventory, receivables aging past terms, payables paid earlier than necessary, and short-term borrowing covering gaps that better process discipline could have prevented — these problems rarely appear as a single…

  • Claude Cowork for Financial Due Diligence in M&A

    Claude Cowork for Financial Due Diligence in M&A

    Financial due diligence is where M&A deals are won or lost, yet the work itself remains stubbornly manual. A typical target company hands over a data room containing thousands of files: trial balances, monthly management accounts, bank statements, payroll registers, revenue contracts, aged debtors, capex schedules, and three to five years of audited financials. The…

  • AI for Lease Accounting: Automate IFRS 16 Calculations

    AI for Lease Accounting: Automate IFRS 16 Calculations

    IFRS 16 turned lease accounting into a data engineering problem. Every operating lease that used to sit quietly in the notes now has to be capitalized: a right-of-use asset, a lease liability, a discount rate, a remeasurement schedule, and a stream of interest and depreciation entries that must reconcile to the cent across the full…