| Financial Statement Preparation |
Excel, QuickBooks, ChatGPT, Power BI |
Generate trial balances, adjusting entries, and summarized financial statements with AI-assisted commentary. |
Improves speed and accuracy in month-end reporting. |
| Audit Planning & Documentation |
CaseWare, Notion, ChatGPT, Excel |
Draft audit programs, sampling plans, and control matrices; summarize walkthroughs and findings. |
Ensures thorough and consistent audit documentation. |
| Data Reconciliation & Anomaly Detection |
Power BI, Excel, ChatGPT, Alteryx |
Compare ledger and subledger data; flag inconsistencies; summarize exception patterns. |
Reduces manual reconciliation time and error rates. |
| Internal Controls Testing |
AuditBoard, ChatGPT, Excel, SharePoint |
Design test steps; summarize control effectiveness; auto-generate remediation logs. |
Supports Sarbanes–Oxley and assurance compliance. |
| Tax Preparation & Compliance |
Intuit ProConnect, Excel, ChatGPT, OneTrust |
Generate draft tax workpapers; summarize regulatory updates; cross-check filing requirements. |
Reduces compliance risk and missed deductions. |
| Budgeting & Forecasting |
Adaptive Insights, Excel, ChatGPT, Power BI |
Develop rolling forecasts; model scenarios; summarize key variances automatically. |
Improves agility and insight in financial planning. |
| Fraud Detection & Forensic Analysis |
ACL Analytics, Power BI, ChatGPT, Excel |
Use rule-based and AI-assisted analytics to identify anomalies; summarize findings for management. |
Detects irregularities before they escalate into loss events. |
| Regulatory Reporting & Filings |
Workiva, OneTrust, ChatGPT, Excel |
Prepare SEC, GAAP, or IFRS-compliant reports; summarize cross-check validations. |
Ensures consistency and accuracy in statutory reporting. |
| Client & Stakeholder Communication |
Outlook, ChatGPT, Canva, PowerPoint |
Write audit summaries and financial explanations in plain language tailored to the audience. |
Bridges the gap between technical and non-financial readers. |
| Data Integration & Automation |
Power Query, Zapier, ChatGPT, Notion |
Automate imports, mappings, and report refreshes; summarize change logs. |
Eliminates repetitive work and strengthens data control. |
| AI Governance & Ethics in Finance |
Claude, ChatGPT, OneTrust, SharePoint |
Document AI-assisted calculations and narratives; validate accuracy and independence of evidence. |
Protects integrity and trust in financial analysis. |