Case Studies
Real-world breakdowns of AI applied to finance problems — what worked, what didn't, and how to replicate it.
Automating monthly variance analysis at a mid-size bank
How a finance team cut variance-reporting time from 3 days to 3 hours using an LLM-assisted pipeline with human review.
Using AI to screen credit memos without losing auditability
A credit team builds a retrieval-augmented review assistant that flags risk language — while keeping a full decision trail for auditors.
Prompt-driven board deck preparation at a private equity fund
Turning portfolio KPI dumps into consistent, board-ready narratives with a reusable prompt library and QA checklist.
Detecting anomalies in AP invoices with low-code AI
An accounts payable team stands up duplicate-invoice and pricing-anomaly detection in two weeks — no data science hire required.
Launching soon
Full case study walkthroughs with templates and datasets are on their way. In the meantime, start with the courses that cover these techniques.