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AI exercises for finance and accounting

41 exercises built around real tasks. Each takes about 5 minutes.

• Answer a 'found an error' question in STAR orderResumes, cover letters and applications · Asking for a format you can usePremium
• Answer a client's invoice dispute, conceding one pointReplying to customers · Keeping the AI to your sourcesPremium
• Answer a new hire's corporate card questions with yes or no firstExplaining things simply · Keeping the AI to your sourcesPremium
• Approve or return expense claims against the policyPlanning and scheduling · Catching mistakes and made-up factsPremium
• Capture budget review action items with the right dollar amountsMeetings and notes · Keeping the AI to your sourcesPremium
• Chase the rest of a partly paid invoiceEmails and messages · Keeping the AI to your sourcesPremium
• Check a board memo's numbers against the Q3 P&LFact-checking AI answers · Catching mistakes and made-up factsPremium
• Check a chatbot's budget variance explanation against the reportFact-checking AI answers · Catching mistakes and made-up factsPremium
• Check an expense report line by line against policy limitsSpreadsheets and data · Keeping the AI to your sourcesPremium
• Check every number in a board memo against the financialsFeedback on your writing · Catching mistakes and made-up factsPremium
• Choose this week's vendor payments under a cash capPlanning and scheduling · Setting limits and rulesPremium
• Choose which bills fit this week's payment runComparing options and deciding · Setting limits and rulesPremium
• Classify four purchases under the updated capitalization policyResearch and sources · Keeping the AI to your sourcesPremium
• Compare expense software quotes on annual cost for 45 usersResearch and sources · Catching mistakes and made-up factsPremium
• Explain a budget overage to an operations managerExplaining things simply · Saying who it's forPremium
• Explain a budget sheet's formulas in plain wordsSpreadsheets and data · Saying who it's forPremium
• Explain a first paycheck stub to a new hourly workerExplaining things simply · Saying who it's forPremium
• Explain a quarterly P&L to a bakery owner in plain wordsExplaining things simply · Saying who it's forPremium
• Explain a rejected expense and exactly how to fix itReplying to customers · Getting the tone rightPremium
• Explain a travel expense policy change to staff in 3 sentencesSummarizing · Saying who it's forPremium
• Explain a travel meal allowance with the traveler's own tripExplaining things simply · Showing an example of what you wantPremium
• Explain an early expense to a manager with zero jargonExplaining things simply · Saying who it's forPremium
• Explain the biggest budget variances to your CFOSpreadsheets and data · Keeping the AI to your sourcesPremium
• Find which invoices still qualify for early-payment discountsComparing options and deciding · Giving the right contextPremium
• Forecast this week's closing cash against a minimum balanceSpreadsheets and data · Giving the right contextPremium
• Give an auditor a status line for every requested itemEmails and messages · Asking for a format you can usePremium
• Label budget variances favorable or unfavorable after a prepaymentSpreadsheets and data · Giving the right contextPremium
• List the open audit findings for non-finance managersResearch and sources · Saying who it's forPremium
• Make a three-bullet payback case for a software purchaseComparing options and deciding · Catching mistakes and made-up factsPremium
• Map month-end close tasks onto real dates around a holidayPlanning and scheduling · Giving the right contextPremium
• Pick budget cuts that hit the target without touching protected linesComparing options and deciding · Setting limits and rulesPremium
• Pull page-cited actuals from an industry report for a CFO deckResearch and sources · Keeping the AI to your sourcesPremium
• Pull the real budget variances out of a monthly report for the CFOSummarizing · Setting limits and rulesPremium
• Return an expense report with only the lines that need fixingEmails and messages · Keeping the AI to your sourcesPremium
• Sum open invoices into aging buckets after a late paymentSpreadsheets and data · Giving the right contextPremium
• Tell a vendor exactly when they'll be paidReplying to customers · Keeping the AI to your sourcesPremium
• Text field staff about the new mileage rateExplaining things simply · Setting limits and rulesPremium
• Total a department's card spending by categorySpreadsheets and data · Catching mistakes and made-up factsPremium
• Turn a controller's email into a vendor setup checklistPlanning and scheduling · Keeping the AI to your sourcesPremium
• Turn an auditor's request list into a team checklist by due datePlanning and scheduling · Keeping the AI to your sourcesPremium
• Turn the controller's email into a month-end close checklistPlanning and scheduling · Asking for a format you can usePremium