AI Labs>Episode 3

AI Assistants: The Future of Process Automation for Finance

Sanjay Vyas, Chief Technology OfficerSanjay Vyas, Chief Technology Officer
|3 min 56 sec
 

Discover the transformative power of AI assistants (aka agents) in automating complex financial processes. Powered by large language models (LLMs), Sanjay explains how these task-specific tools can work solo or in teams to handle everything from data consolidation to financial statement generation. Discover how AI assistants are shifting finance from task automation to full-process optimization, unlocking new levels of efficiency and accuracy.

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Episode 1arrowpattern
FilterEP 1|5 min 30 sec

Safeguarding Financial Data in the Age of AI

Dive into the critical considerations for protecting financial data in an era dominated by advanced technologies like large language models (LLMs), and learn how Planful is ensuring data security and mitigating risks such as “hallucinations” while embracing the transformative potential of AI.

Episode 4arrowpattern
FilterEP 4|5 min 26 sec

The History of AI and What’s Next for Planful

Explore AI’s evolution from decision support systems to large language models (LLMs), highlighting Planful’s innovative use of predictive analytics and secure, scalable AI to revolutionize financial process automation.

Episode 2arrowpattern
FilterEP 2|4 min 08 sec

Why Financial Data is Unique: A Deep Dive Into Predictive Analytics for FP&A

Explore the unique characteristics of financial data, particularly general ledger data used in planning, budgeting, and forecasting. Discover how Planful accommodates challenges like missing periods, negative values, and account roll-ups to deliver accurate forecasts and actionable insights for FP&A professionals.