Crash course AI tools for money management, Accounting & Auditing 2024 07 21 16 35 GMT+8



A crash course on how to use AI assistant and AI tools for money management. The content will cover some basic understanding on the terminology related to AI before diving into the AI tools. We will focus on the use of ChatGPT (GPT4o), Claude AI (Sonnet 3.5) and the useful AI search assistant, Perplexity AI to do money management work, data study sand creating interactive dashboard. Thanks to my friends from Jill (Philippine) and Deki (from Bhutan) for your time. Hope that the session can help other money management executives and C-suite level to leverage AI in their daily activities.

Chapters:

00:00:00 – Intro
00:03:20 – Content course
00:05:50 – Machine Learning, Deep Learning and Generative AI terminology
00:18:05 – Tokenizing and temperature parameter
00:26:06 – ChatGPT setup and features
01:17:21 – Claude AI (Sonnet 3.5) setup and features
01:48:05 – Effective Prompt
01:49:29 – 30 Benefit of ChatGPT for money management
01:50:28 – Perplexity AI setup and features
02:18:31 – Tips and tricks for Data study
02:31:07 – Q&A session


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