For anyone interested in using AI in finance and accounting workflows, Anthropic's public finance-skills repo is a good starting point — the goals, rules, formulas, and context behind each skill are all out in the open.
For those looking to use AI on their resume without the bloat, generic filler, or hallucinated facts — here's the approach I'm using. It starts with a ground-truth document.
At Lacerta, the bill of materials had grown organically for years with no governance. Before we could build useful analytics, we had to fix the foundation. What that process actually looks like.
We replaced a sprawling Excel-based reporting layer with Domo at Lacerta. The technology part was straightforward. The organizational part was not. What I'd tell anyone about to do the same thing.
Modern BI dashboards are great at surfacing trends. They're lousy at finding the one calculation that doesn't belong. Here's how we found $840K hiding in a harbor maintenance tax miscalculation.