How a Mid-Market CFO Halved Board Reporting Time With AI
A mid-market finance team piped QuickBooks, HubSpot, and Excel into an ML-powered FP&A platform — halving board reporting time and tripling cash flow forecast accuracy without an enterprise budget.
Data from QuickBooks, HubSpot, and Excel centralized into PostgreSQL; ML and GPT-4o layered on top.
• Classical ML for time-series cash flow and revenue forecasting
• GPT-4o chat layer for natural language data queries