Nowadays (almost) everyone knows that ChatGPT makes Financial Management and Analysis easier and more efficient by automating data processing, allowing you to ask specific questions, and providing clear results that you can easily export and use in your work.
It saves time, reduces errors, and helps you make better decisions with less effort.
Let's explore further with an example of the process applied to uploaded and/or generated files.
••••••
Upload a Document You Want Analyzed
Start by uploading your financial document. This could be in formats such as Word, Excel, PDF, or other common document types.
Ensure that the document contains the data or information you want to analyze, such as financial statements, reports, or spreadsheets.
Evaluate and Adjust
Initial Review: ChatGPT will automatically process the document and provide an initial analysis.
Adjustments: If the document is complex or not easily readable (e.g., scanned images, densely formatted pages), you may need to apply additional extraction steps. ChatGPT can guide you through these steps, ensuring all relevant information is accurately captured.
Refinement: Make sure the data is correctly interpreted. If necessary, refine the extraction process to improve the quality of the analysis.
Ask What You Want
Custom Queries: Directly ask ChatGPT for specific insights or analyses. For example, you can request trend analysis, budget comparisons, or financial forecasts based on the uploaded data.
Presentation Options: Decide how you want the analysis presented. You can choose to have the results displayed in tables for detailed data comparison or in graphs for a visual overview. This allows you to tailor the output to best suit your needs.
Export Your Analysis
Format Choices: Once you're satisfied with the analysis, export the results. ChatGPT allows you to download the analysis in several formats, including Word, Excel, or PDF. This makes it easy to integrate the data into your existing workflows.
Summarized Recap: If you prefer a concise summary, request a recap. This can be useful for quick reviews or to copy and paste the key points into reports, presentations, or emails.
••••••
EXAFIN | DATA STUDIOS Org.
Commenti