Paul Barnhurst shows how Claude for Financial Services 2.0 can ingest a small company's full general ledger and produce formatted Excel outputs. But he warns: AI reviews look polished and professional. That doesn't mean they're right. Don't trust them implicitly.
If you're the cfo, head of finance or whatever, and you're getting grilled on your numbers, I could see in that meeting actually wouldn't work for a huge company, but a small enough company where you have a number of ledger entries that could fit into the context window of AI. I could see in that meeting dumping the whole GL or whole trial balance or whatever ended quad and saying help please. What's going on here? I've been testing Claude for Financial Services 2.0, but it does amazing things with Excel, and you can tie it into data rooms and it has outputs really nicely formatted Excel workbooks. But if you're going on the fly, if you're not human in the review, you there's not an inherent reason to trust that more than any other AI.
Trust and Leadership Lessons for FP&A From 100+ Top Leaders with CFO Jon Laudie
