My goal is for you all to have access to templates that allow you to charge more for your services. So, here's one I built a while back I'm giving out. It's a weekly liquidity forecast. If you have clients that need help managing cash on a daily basis, this is a great starting point. Let me know if you have questions in the comments👇

I would like to get your opinion on this financial analysis package. I created this using Copilot AI. I have been doing this a few months for our owners meetings and they seem to like them. I double check all the numbers and percentages but otherwise leave everything else. Is there anything else I should be including? I do a separate variance analysis that I do not use AI for. I’m hesitant to submit our entire GL into any AI. Any ideas/thoughts on that would be appreciated. We use Agvance, not QBO, and so far, they haven’t incorporated AI into the program. These financials are public postings and I use them to play with AI. I do not work for Syngenta.

I’m sharing the financials I used for my financial analysis post. These are public financials that can be found online. I’ve included two companies: Syngenta and Walmart. I’ve included two versions for each company. One is the entire compiled financials and reports and the other is just the statements I pulled and used. These are useful to use for testing AI prompts. And since they’re public, no worries on uploading financial information to an LLM.

If you are working on dashboards or models for your clients or employer, post them here! We'll give you feedback and suggestions based on what your goal is. Just make sure to give some context around the template before posting it👍