Use ChatGPT Work to deliver board-ready reporting

Categories: AI, Product

Summary

Catch quarter-end mistakes before they reach your board. This is how we use ChatGPT Work to check our financial model, executive memo, and board deck against data. ChatGPT Work will flag anything tha

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Transcript Excerpt

So, as you can see, I'm in the Chat GPT window right now. I'm going to navigate to the work tab here, and I'm going to get ready to get started with my audit work. So, I've got my quarter-end materials, revenue memo for my executives, a board package, as well as my financial model. What I'm doing right now is I'm using the plugins functionality to bring all that data right into Chat GPT work. So, I prompt. I say, "We just closed the quarter. Please review the latest financial materials housed in my Google Drive." And so, it's pulling all that context into Chat GPT work. And take a check against what's been posted in NetSuite in our underlying financial system. There's a lot of numbers, thousands of rows, you know, multiple tabs, and it's come up with two key critical issues, and giving me,…

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