You will get AI Financial Co-Pilot for FP&A: Forecasting, Variance & KPIs
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Top Rated
Project details
A production-ready AI Financial Co-Pilot that connects to your finance stack, automates variance analysis, cash & revenue forecasting, driver-based scenarios, and produces board-ready KPI decks with LLM-generated narrative insights. Built for SaaS and multi-entity organizations (including PE-backed) requiring auditability, governance, and speed.
What this project includes:
• Automated Actuals vs. Budget/Plan with drill-downs by entity, function, product, customer cohort.
• 12–24 month cash, revenue & expense forecasts using statistical + ML ensembles.
• Scenario modeling (Base/Upside/Downside), hiring & CAC payback simulators.
• Board-ready dashboards in Power BI/Tableau (C-suite & investor views).
• LLM financial narratives (o1/GPT-4o) that explain drivers, deltas, and risks.
• Governed ELT with dbt; observability and data quality tests.
Tech Stack:
• Data: BigQuery/Snowflake, dbt, Python
• ML: TensorFlow/PyTorch, time-series + regression + LLM
• BI: Power BI or Tableau
• AI: OpenAI o1/GPT-4o (narratives, what-if explanation)
• Cloud: AWS/Azure/GCP
Security & IP:
• MNDA, least-privilege access, SOC2-aligned processes.
• Client owns final code/artifacts
What this project includes:
• Automated Actuals vs. Budget/Plan with drill-downs by entity, function, product, customer cohort.
• 12–24 month cash, revenue & expense forecasts using statistical + ML ensembles.
• Scenario modeling (Base/Upside/Downside), hiring & CAC payback simulators.
• Board-ready dashboards in Power BI/Tableau (C-suite & investor views).
• LLM financial narratives (o1/GPT-4o) that explain drivers, deltas, and risks.
• Governed ELT with dbt; observability and data quality tests.
Tech Stack:
• Data: BigQuery/Snowflake, dbt, Python
• ML: TensorFlow/PyTorch, time-series + regression + LLM
• BI: Power BI or Tableau
• AI: OpenAI o1/GPT-4o (narratives, what-if explanation)
• Cloud: AWS/Azure/GCP
Security & IP:
• MNDA, least-privilege access, SOC2-aligned processes.
• Client owns final code/artifacts
AI Algorithms
Feedforward Neural Network, Large Language Model, Long Short-Term Memory Network, Multilayer Perceptron, Recurrent Neural Network, Regression Analysis, Transformer Model, Variational AutoencoderAI Applications
AI Content Creation, AI-Enhanced Classification, AIOps, Anomaly Detection, Conversational AI, Image Processing, Machine Translation, Natural Language Generation, Sentiment Analysis, Synthetic Data Generation, Time Series Analysis, Time Series ForecastingAI Development Language
PythonAI Tools
Azure OpenAI, GitHub Copilot, Gradio, Hugging Face, Microsoft 365 Copilot, NVIDIA AI Platform, PyTorch, Streamlit, TensorFlow, Word2vecAI Models
BERT, BLOOM, ChatGPT, DALL-E, GPT-3, GPT-4, Jurassic-2, LLaMA, Naive Bayes Classifier, OpenAI Codex, Stable Diffusion, WhisperWhat's included
| Service Tiers |
Starter
$8,000
|
Standard
$21,000
|
Advanced
$40,000
|
|---|---|---|---|
| Delivery Time | 14 days | 28 days | 45 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | |||
Batch Normalization | - | - | - |
Database Integration | |||
Detailed Code Comments | |||
Image Upscaling | - | - | - |
MLOps | - | ||
Model Deployment | - | ||
Model Documentation | - | ||
Model Monitoring | - | - | |
Model Testing & Optimization | - | ||
Model Tuning | - | ||
Natural Language Processing | - | ||
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | - | ||
Setup File | |||
Source Code |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$1,500 - $3,500Frequently asked questions
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About MD
Expert IT and Accounting Consultant | AI, ERP, Web, API, Automation
100%
Job Success
Winnetka, United States - 11:25 pm local time
I train CPAs on the best practices for effective accounting. I have held various positions as a CTO, Business & Systems Analyst, Director of Operations, Controller, Accounting Supervisor, and various controllerships. In those capacities, I have effectively managed the responsibilities that accompany those positions at businesses in industries such as real estate, software technology, healthcare, non-profit, eCommerce, professional services, restaurants, and entertainment.
My additional qualifications and accomplishments:
✔️ Certified Sage Intacct Implementation Consultant, QuickBooks ProAdvisor, Xero Advisor, NetSuite, Acumatica
✔️ Certified Sage Intacct Accounting Consultant, Advanced modules: Projects, Global Consolidation, Inventory, Order Entry, Multi-currency, Salesforce
✔️ Web architect and programmer - Angular, Django, Python, Bootstrap, Heroku, and Twilio
✔️ eCommerce developer for an online store, payments, shipping, and scheduling on a platform like Amazon, Shopify, BigCommerce, Squarespace
✔️ Certified Microsoft Software Specialist for Office 365: Advanced Excel, SharePoint Online/2016, Teams, Power BI, Power Apps, Power Automate, etc.
✔️ Specialize in applying “best practices” in all aspects of the accounting cycle; these practices are applied & proven at more than 60+ small to large organizations
✔️ Possess over 10 years of experience in data analysis & visualization using Tableau Desktop/Online, Prep-to-Server, and Microsoft Power BI
✔️ Creator of over two hundred dashboards spanning a variety of areas including real estate, eCommerce, fitness, retail customer spending, financial performance, sales, and role-based views for CFO, COO, and CEO summaries
My Areas of Expertise:
✔️ Finance Transformation - Implementation and integration of ERP, CRM, BI, OMS, IMS, WMS, POS, HR, PR, EDI
✔️ Accounting, Financial Management, Financial Analysis & Modeling
✔️ Business Strategy & Planning; analyzing & developing business processes & workflows
✔️ IT Solutions Engineering, Systems Automation
✔️ Data Science & Analytics, Information Management
✔️ Enterprise & Web App development, and API integrations
My mission is to help integrate fundamental business processes, and systems with its people in a seamless way to achieve the desired outcomes successfully. I am forward-thinking and help clients understand where they stand today so that they may develop realistic expectations for the future. I look forward to earning your business!
Steps for completing your project
After purchasing the project, send requirements so MD can start the project.
Delivery time starts when MD receives requirements from you.
MD works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery & Alignment
KPI goals, planning cadence, entities, data audit.
Architecture & Modeling
ELT design, dbt models, data contracts.