Using AI as Your Senior Financial Analyst: How ChatGPT Can Help You Visualize Financials

Introduction:

AI tools like ChatGPT are transforming how businesses manage and interpret their financial data. In this post, Jon Markee, your Builder CPA, continues his AI journey by showing how ChatGPT can act as a senior financial analyst—spotting errors, drafting professional emails, and even creating visual financial reports.

Building an AI Financial Analyst

In previous videos, Jon created a detailed prompt for ChatGPT to function as a senior financial analyst. The AI reviewed sample financial reports and general ledgers, identified errors, and drafted a concise email to a lead accountant requesting corrections. This exercise showed that AI can mimic the workflow of a financial professional with surprising accuracy.

Moving from Analysis to Visualization

In this next phase, Jon tested whether AI could take things further—specifically, by visualizing data. He asked ChatGPT to recall a profit and loss statement and balance sheet previously uploaded and to generate a pie chart showing all expense categories. The goal: reveal which expenses were the most significant and identify potential areas for cost control.

While the first attempt wasn’t perfect, it successfully generated a visual output. As Jon notes, “AI isn’t flawless yet, but it’s improving rapidly.” The second iteration refined the labels and provided clearer categories, even offering a download option for the chart.

Why Expense Visualizations Matter

Charts like these aren’t just for aesthetics—they’re powerful tools for decision-making. A visual breakdown of expenses can quickly show which categories consume the most resources, such as operating expenses or job costs. By focusing on the costs you can control—like office overhead rather than field expenses—you can make smarter financial decisions.

This type of analysis used to require specialized software and data expertise, but now, AI tools can make it accessible to any builder or contractor.

Key Takeaways

• AI Can Review and Refine Financial Data: ChatGPT can help detect errors and inconsistencies in reports before they cause problems.

• Visual Insights Drive Better Decisions: Turning data into charts helps you focus on what matters most—your biggest expense drivers.

• Iterate for Improvement: Just like a junior analyst, AI’s first draft may need refinement. The key is to guide it through follow-up prompts to improve accuracy.

• No Real Data Needed for Testing: Jon’s demonstration uses sample financials, showing you can experiment safely before applying AI to your own books.

Conclusion

While AI still has room to grow, tools like ChatGPT are proving invaluable in accounting and financial management. They can analyze reports, generate professional communications, and even produce visualizations—all in a matter of minutes.

If you’re a builder looking to harness AI for smarter financial decisions, take inspiration from

Jon’s experiments. Start small, refine your prompts, and you’ll soon have an AI assistant helping you visualize your business like never before.

For more insights, watch Jon Markee, your Builder CPA, as he explores practical ways to use AI in accounting and financial reporting.