Analysis by uploading your data

0:00 one morning I got an urgent email from our CE saying our cost Jump by 125k last January what happened I knew are how to act fast and today I will show you three powerful way to use AI for financial analysis that help me break down the numbers also uncover the drivers behind that Spike and deliver a complete analysis in just minutes I will demonstrate how to analyze data by uploading your full data set I will also show you how to get inside without in any confidential data and finally I will show you how to perform an advance analysis using python let's dive in because our boss is waiting for us let's start with the first analysis where we are going to upload our data in our Pro chbt account because I have a pro account I can upload confidential data inside my company has checked that there's no problem so let's go for it when I saw the email of my boss straight away I went on and pulled out the general ledger that you see here on Excel you can see that I have detail by Department I have also the head counts I have also the GL account description and the category and the amount for January 2025 and 2024 now let's go into CH GPT

1:11 where I already prepared my prompt saying that I'm a finance manager I'm explaining the context saying that my boss needs anoun work on the difference between the January 24 cost and 25 so I'm asking to analyze this report and prepare an analysis Explain the origin for the total cost change but something really important I said here to use visuals tables and commentaries you'll see later that is really useful to ask specifically for this three types of analysis let's upload the file and let's our assistant do the work so here you can see that kgpt is starting to compare the cost by Nature tgpt identify that there is a huge increase in personal cost and in technology and software cost now TP is asking me if we want also the detail by department so I ask yes to have the detail by department and also to have a visual representation so now we see the detail for each department with also here the change in dollars but also the change in percentages and now we start to have Graphics so we can see that the it and the sales are responsible for most of the changes

2:20 being the personal cost and the technology and software cost so now I ask jgpt to help me to prepare the email only highlighting the top EXP person and you see what is happening now we have a new function inside jbt which is called canva which will allow us to draft the email but also to change the email so here you can see we have the explanation so first personal cost then technology and software increase and then travel entertainment Office Professional Services this one actually we don't really want to have so what I can do is I can delete you can see that I just deleted I can also delete that so now now I can always modify and keep only what is necessary so now I have the explanation so now up to you to adapt it to your style in situations where you