Projects
Build logs and experiments at the intersection of finance and AI—pipelines, prototypes, and honest in-progress notes. They connect to the Finance AI strategy hub and research notes.
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A curated directory concept for finance and accounting teams—selection criteria, stack choices, and in-progress status.
Status: Private beta
- Defines consistent tool evaluation criteria for finance workflows, governance fit, and adoption readiness.
- Prioritizes workflow filters (close, FP&A, AP, audit) over vendor size based on early feedback.
Astro Notion API Tailwind open-source in-progress -
A Streamlit prototype pattern that combines ratio calculations with LLM narrative drafts—design choices, limits, and next steps.
Status: Prototype
- Cuts first-pass commentary time materially on clean sample exports versus manual copy-paste workflows.
- Improves governance posture by generating narrative only from computed metrics, not raw statement text.
Python OpenAI API Streamlit Pandas ai-tool in-progress -
Case study pattern: automating a manual monthly reporting process to reduce cycle time, improve consistency, and strengthen auditability.
Status: Case study
- Reporting cycle reduced from multi-day assembly to a few hours of review in typical implementations.
- Creates clearer lineage from source tables to published metrics for audit and controls conversations.
Python SQL Power BI Automation case-study automation