Use Case #4

Financial Management

Track, analyze, and report on weekly, monthly, and quarterly financial and operating KPIs — all automatically, without spreadsheets.

Self-generate ready-to-share management reports each month, giving your leadership team a clear view of performance.

Forecast revenue, expenses, and cash flow in real time, with intelligent alerts to help you stay ahead of risk.

Sample Prompts:

• Forecast sales per SKU/ productt and per collection

• Prepare a template to easily compare metrics with each other

• First week of every month, draft that monthly management report and send it to me by email on the first Friay of every month

• Would you suggest I shift my sales mix towards more high-volume low-margin SKUs or the opposite? Based on historical data, what is the optimal strategy?

• Upon reviewing my sales, gross profit and operating profit, waht is my optimal strategy to create economic value?

• Help me think about cash management - given my existing runway and your prediction of where that will go, should I invest more in distribution now or rather focus on conserving cash?

• Is there a discernible pattern in my burn multiple?