Archives
All the articles I've archived.
The anatomy of a financial knowledge base
Engineering teams have shown how to build company knowledge bases. Finance needs a different animal. Seven organs, what each one is for, and how I built them.
The questions your finance team has stopped asking
The entire pitch for what I built, asterisk included: why the board pack questions that cost an afternoon stop getting asked, what changed this year, and how I'd test any AI that says it's fixed that, including mine.
How to use AI at work without leaking data
Is it safe to put company data in ChatGPT? A working protocol for finance teams: what to paste where, how to anonymise a question properly, and how to get IT to yes.
The Board Pack Test: I gave four AIs the same board pack, then graded them with a script
I published an exam for finance AI: 34 realistic documents, 25 questions, a deterministic grader, answer key included. The frontier models got most answers right. Proving them right was a different story.
"Why not just upload it to ChatGPT?" The honest answer
It's the question every finance leader asks, and it deserves a straight answer, including the cases where a chatbot genuinely is the right tool.
How an AI agent searches your files (and why Excel fights back)
The four ways an AI agent can search your files (keyword, vector, file system, graph), each mapped to how you already find things, and why spreadsheets break the most popular one.
What is an API, actually?
The word finance people hear in every vendor call, explained through their own day: how actuals move between NetSuite, Anaplan, SAP and Workday, what a key is, and why IT's questions are your own posting-access discipline.
A runway question, answered with receipts
What happens to our runway if the Phase 3 runs a year long? How Grounded's advisory mode answers a board-level question in three tiers: facts, assumptions, analysis.
The $2.1 million that was only in one of your reports
Two of your own documents disagree about R&D spend by $2.1 million. Which one is right, and how long would it take your team to find out? A walkthrough on a synthetic biotech reporting pack.
Analysis is answering questions, but three-quarters of it is finding things
Variance analysis has four steps. Only one of them is analysis. A look at where an FP&A analyst's time actually goes, and which steps a machine should be doing.
The 4:45-on-a-Friday question
Every finance team knows the out-of-nowhere question that lands at the worst moment. It isn't an interruption. It's a tax. Here's what it actually costs, and why you'll never get headcount to fix it.
AI with receipts: why provenance and honest abstention come first
Provenance and honest abstention aren't features you bolt on at the end. Build them in from the start, or you've built AI a controller can't defend.
Introducing Grounded: AI that returns the version-correct number, with receipts
Grounded is an audit-grade retrieval layer for financial documents: version-correct, sourced to the exact figure, and honest when it can't answer. Here's why we built it the way we did.