Module 20 – AI for Finance & Operations
Overview
Finance and ops teams juggle data and decisions. This module shows how to use AI to summarise numbers, highlight risks, and prepare clear updates.
What you’ll learn
- How to summarize financial reports into plain language.
- How to surface risks and variances early.
- How to write a short ops update for leadership.
1. Summarise the numbers
You are my finance assistant. I will provide a budget summary.
Please:
- Summarise key variances
- Explain likely causes
- Suggest 2 actions
Budget summary: [PASTE SUMMARY]
2. Flag risks early
Ask AI to scan for any cost overruns, cash-flow risks, or vendor dependencies.
3. Write the ops update
Keep it to 5 bullets: wins, risks, metrics, decisions, and next steps.
Today’s action
- Summarize a recent finance report into 5 bullets.
- Highlight one variance and propose a response.
- Send a concise ops update to leadership.