Work in finance? Try these AIs 💸

Hey AI Puppies,

We’ve said it before, but we’ll say it again…

📣AI is here to make your job easier – not take your job away from you 📣

Don’t believe us? Last week, we explored how the technology can help creatives like digital marketers ramp up the quality and quantity of their work.

This week, we’re pivoting to the other end of the profession spectrum with a deep dive into something a bit more left-brained: 💰finance 💰

If finance is your field (or you find yourself picking up related tasks), keep reading to meet five easy-to-learn AI tools guaranteed to enhance your workday:

👉Datarails, a ChatGPT-like bot that analyzes your own financials

👉Domo, a multi-function platform for data analysis and integration

👉Planful, a predictor of future financial performance

👉Booke, for error-free bookkeeping and accounting

👉TradingView, the top AI-driven financial market dashboard

Let’s get into it!

Get Answers with Datarails

Ever wish you could have a quick Q&A sesh with your own finances?

Your data might not be able to speak for itself, but Datarails FP&A Genius can.

The concept is simple: you merge all of your data and info into Datarails’ secure server, then use a simple chatbot feature to get instant answers to almost any type of question.

The conversational AI doesn’t just create one source of truth to deliver in-depth answers – it also generates precise charts to bring your financials to life:

Here’s how Datarails puts it:

Quickly answer business-critical questions about budgets, forecasts, variance, and spend with FP&A Genius. The AI-powered chat service provides generative answers based on complete and consolidated finance data from across a company. The answers simply surface patterns and trends in real-time.

Think of it as ChatGPT, but for your biz, and your biz only.

Automate Real-Time Business Insights with Domo

Ever calculated just how much time you spend gathering data from QuickBooks, Workday, Excel, and Xero across sales, marketing, HR, and all those other hard-to-track-down departments?

If your organization is more than a few folks, the answer is probably a lot.

That’s why Domo’s powerful AI platform is utilized by industry giants like Unilever, eBay, Cisco, and the NBA. A ton of different departments use it, but it’s especially powerful for finance teams because it centralizes information from multiple systems.

The goal is to fuel powerful, real-time data insights with a unified view across all corners of your company. On top of merging everything into one place, Domo also helps visualize data and build custom applications based on your findings 🔥

Here’s what it looks like in action:

If you manage to get your team on board, odds are high you’ll be the most popular person in your department 👏

Find Weak Spots with Planful Predict

Always feel like you’re behind the curve?

Like Datarails, Planful Predict helps high-level CFOs and CEOs understand the big picture of their financials.

However, Planful Predict goals beyond Q&As to identify potential weak spots – ultimately driving faster, more effective decision-making.

The suite of AI-powered solutions works together to:

👉Check for errors

👉Identify patterns

👉Augment your efforts with dynamic forecasts and insightful recommendations

The tool provides two specific types of notifications, no matter which tool you’re using: Predict Signals and Predict Projections. Here’s what the dashboard can look like:

Get ready to become more agile than ever before, puppies!

Eliminate Bookkeeping Errors with Booke.AI

If the end of the month has you nursing accounting-driven migraines, you’re the perfect candidate for Booke.AI 👀

The goal is simple: accurate books, easy error detection, less back-and-forth with clients, and, of course, categorization courtesy of AI.

Are you a QuickBooks user? If so, you’ll be an especially big fan of their latest feature, the Robotic AI Bookkeeper 🤖

The GPT-driven RPA handles painful manual tasks like:

🤖Reviewing new bank transactions and emailing users for clarification

🤖Auto-categorizing transactions

🤖Managing a detailed workflow flog (hello, transparency!)

Here’s what that workflow looks like:

Plus, it only takes seconds to connect to your QuickBook account.

Unlock Market Insights with TradingView

Whether you’re a stock market wiz or barely keep up with the data, every type of finance pro stands to benefit from TradingView 💱

While you could just use the platform to keep trade of the markets as you would on other platforms, TradingView stands out for its Indicator feature, an AI-powered insights and recommendations generator.

Users can enhance the outputs of their trades by taking advantage of features like:

👉Recommendations on how to take advantage of potential trade opportunities

👉Data and insights on how to avoid potential losses

👉Automated trades based on specific conditions and rules

Popular indicators on TradingView include moving averages, Relative Strength Index (RSI), Bollinger Bands, MACD, and stochastic oscillator.

Watch this video for three indicators to try out:

Your Next Assignment

Spoiler alert: last week’s assignment is the same as this week’s!

🐶If any of these tools relate to your role, we can’t wait for you to try them out 🐶

🐶If finance isn’t your jam, let us know what is! Send us a quick message about your job to [email protected], and we’ll craft a newsletter for your field 🐶

As usual, we’re sharing AI news in real-time on our Facebook, Twitter, Instagram, LinkedIn, YouTube, and TikTok 📲

Give us a follow and tag us in your latest AI creations!

That’s it for this newsletter – have a lovely weekend, puppies 🐾

Talk soon,

The AI Puppy