Finance

🤖 AI as Your Finance Co-pilot

Welcome! As we've just learned, AI is a fantastic 'digital teammate' (or 'co-pilot' 🧑‍✈️) for finance pros. It's brilliant at automating the heavy lifting, freeing you up to be the strategic expert.

Let's try this out, focusing on a core 'power skill': using AI to draft reports and then, crucially, using your human expertise to validate the output.

Try It (Part 1): Draft a Report Summary

Let's use the 'Generative AI' use case. Imagine you have some raw data and need to create a summary for a big meeting. Pop in your data and tell the AI who it's for.

Paste your raw data, notes, or key findings:

What is the report topic?

Who is the audience?

✨ Open Gemini to Test

🧐 Your Critical Human Role: Spotting the Risks!

Nice one! You've got your draft. But hold your horses... as the lesson highlighted, AI can 'hallucinate' or miss vital context. Your real value is playing the 'Critical Human Role' of **Model Validation**.

Try It (Part 2): Validate the AI's Output

Now, let's ask the AI to play 'red team' and find potential flaws in its *own* (or a hypothetical) analysis. This is a brilliant way to check for bias or hallucinations before a report goes anywhere!

Paste the AI's first summary (or this example):

✨ Open Gemini to Test

🤔 Reflect on the Output

Fab work! Take a look at the responses you got:

Did the first prompt give you a good starting draft? How much editing did it need?
Did the second prompt help you find the flaws? Did it spot the "hallucination" (like the placeholder's unproven "strong next year" claim) or "bias" (like glossing over the APAC miss)?

This two-step process of Draft > Validate is what makes an AI-augmented finance pro so powerful!