Great stuff. My favorite genre of writing about AI is seeing how it can be practically applied to non-tech jobs/businesses. Wish we had more of this.
I'm curious about the 60% automation of financial/forensic analysis - what's missing? Is it stuff that's purely blocked by model capabilities, or are there places where scaffolding is likely to bridge the gaps?
Also curious about the workflow - is this more individual, LLM-driven features or agentic workflows? Looked like the former from the product video but there wasn't a ton of UX shown there.
I ask largely because this seems like the sort of thing where you could really start to string these features together in such a way that you start with a description of the case and whatever files you have, and then an agent does its analysis of the docs, spins up action items (get missing docs, confirm that X ambiguous doc is what the AI characterized it as, etc.) and tracks the progress of all of them, leaving your forensic accountant there in a supervisory role, managing and providing expertise.
It feels like that's the way a lot of expert analysis jobs like this are headed. I've been working on the same sort of flow to use agents to manage my business. Started with LLM skills that could be used to handle tasks I used to do myself, and since then I've increasingly been having AI use those skills on its own without me invoking them and chain things together into full blown workflows. Some parts I'm still supervising closely, but others that have been working consistently for a while I now don't really watch unless Claude flags something for me to review on my dashboard.
Nice. I have a friend who is a young accountant. I have tried to get him to consider AI, but he claims that they tried it and it's not that good. I've tried to get him to understand that AI has improved dramatically in the last few months, not to mention the last few years (their point of reference, I believe).
Great stuff. My favorite genre of writing about AI is seeing how it can be practically applied to non-tech jobs/businesses. Wish we had more of this.
I'm curious about the 60% automation of financial/forensic analysis - what's missing? Is it stuff that's purely blocked by model capabilities, or are there places where scaffolding is likely to bridge the gaps?
Also curious about the workflow - is this more individual, LLM-driven features or agentic workflows? Looked like the former from the product video but there wasn't a ton of UX shown there.
I ask largely because this seems like the sort of thing where you could really start to string these features together in such a way that you start with a description of the case and whatever files you have, and then an agent does its analysis of the docs, spins up action items (get missing docs, confirm that X ambiguous doc is what the AI characterized it as, etc.) and tracks the progress of all of them, leaving your forensic accountant there in a supervisory role, managing and providing expertise.
It feels like that's the way a lot of expert analysis jobs like this are headed. I've been working on the same sort of flow to use agents to manage my business. Started with LLM skills that could be used to handle tasks I used to do myself, and since then I've increasingly been having AI use those skills on its own without me invoking them and chain things together into full blown workflows. Some parts I'm still supervising closely, but others that have been working consistently for a while I now don't really watch unless Claude flags something for me to review on my dashboard.
cool cool
submitting private information to LLMs w/no privacy guarantees is probably a crime btw
yeah OP needs to self-host their models or this is a box of pain
Next week we're going to have prompt injections via ledger
Now that would be funny
Nice. I have a friend who is a young accountant. I have tried to get him to consider AI, but he claims that they tried it and it's not that good. I've tried to get him to understand that AI has improved dramatically in the last few months, not to mention the last few years (their point of reference, I believe).
Is this for any kind of accountant or only forensic?
What is the document recognition stack you used?
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