Finance Flow Ep 1, Live · Where AI Touches the Books, and Where It Stops

​Where do you crawl with AI in your books, where do you walk, and where do you just let it run?

​Brian Aber, CPA runs the books for a portfolio of companies at South Bouquet Advisory, with AI in the work every day. Live with host Lee Greene (former CPA), he shows exactly where it belongs, three real jobs from his client work:

• ​Crawl: a chart of accounts migration. AI designs the mapping and flags edge cases. It never touches the source data.

• ​Walk: a warrant valuation. AI runs the math, every input pressure-tested before anything becomes a journal entry.

• ​Run: a month-end roll forward. Repeatable and reviewable, so review shifts from the process to the output.

​The rule underneath all three: the line is always drawn by the human, not the AI.

​Everyone who registers gets his actual working files afterward, prompts and skill files included, attend or not.

​For controllers, VPs of finance, and CFOs. 45 minutes, live, free.

​Finance Flow is presented by Vayu.