AI in Financial Reporting

It has been a while since I posted, but I have been getting a lot of questions lately from clients and from my accounting students about the same topic:  Where does AI actually belong in the financial reporting process?  Everyone wants to know if they should be using it, and the honest answer is that it depends a lot on which part of the process you are talking about. I have been working with several clients on this over the last few months, plus I have an upcoming speaking session on AI in reporting, so I thought I would put some of these thoughts together here. For each point, I am also going to push back on myself a little, because I think that is a more useful way to think through this than just picking a side. Where AI is actually helping right now The clearest win I have seen is variance analysis. AI tools are good at scanning through a large number of GL lines and flagging the ones that look different from what history would predict. Think of a vendor payment that...

Follow up to my Time Intelligence webinar





It was a pleasure to present a webinar on Time Intelligence for Power BI as part of the Best of 2018 Power Summit Webinar Series with Power BI User Group.  Over 100 people joined the webinar.  If you missed it, they are posting the recording on their website.  


If you would just like to download the slide deck and files I used during the webinar simply go to this link.

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