Hello
I have a finance organization start-up that is dedicated to organizing, analyzing and delivering a financial report to private people and their investments and companies.
The objective is to give them a report every month so that they can understand their finances and the projection they are going to have.
The steps I have to follow for each client are:
- Download the bills and credit cards from the bank accounts
- Add them to my Excel
- Manually classify each expense and credit
- When classifying it is added to the cash flow to be able to analyze expenses and credits
- Subclassify classifications to understand what you are spending on
- Submit a financial report
The only part that I have automated is that when classifying they add extra money to the cash flow.
I want to scale it, but I need more hands but I don't have them, so I think AI is my best option.
How can I do it?
I have no idea about AI, but I do know Python and R but at a basic level.
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