AI in Financial Reporting

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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...
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Using Excel, OneDrive and Power Automate for Dynamics 365 Finance & Supply Chains Journals

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Have you ever wanted to just create your Dynamics 365 Finance journal entries in Excel, without dealing with the Excel Add In.  This blog article will show you have using Excel, OneDrive and Power Automate.


Typically I put all the steps right in the article, but this is a pretty detailed process, so I have included the link to a document I prepared, or you can simply watch the video below.

Download the detail directions here




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