How Finance Pros Can Fix Broken Reporting and End the Monday Morning Problem with Ian Wong

17 Dec 2025 · 37 min
37:18

This is a podcast-style YouTube interview (Future Finance) featuring Ian Wong (co-founder & CEO of Summation) with hosts Paul Barnhurst and Glenn Hopper. Wong describes the "Monday morning problem"—executive questions about red lines in P&L that trigger multi-week manual analysis—and explains Summation, an AI platform that automates reporting, generates "deep dives" (decision-grade reports), and traces numbers back to sources. He also warns of a coming "query flood" (agents issuing many parallel queries — he cites a run that issued ~7,000 queries), discusses hallucination and defensibility issues with general LLMs, and offers practical advice: experiment with LLMs but start by mapping workflows and bottlenecks.

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