Skip to content

Field note

Reviewing AI finance output

The right review question is not whether the AI sounds confident. It is whether the source, assumption, owner and next action are clear.

AI finance output usually fails in quiet ways: a plausible explanation, a missing assumption or a formula that looked right but pointed to the wrong source.

Practical SME workflow

Use the review checklist inside a variance commentary AI workflow. Before approving output, check source figures, assumptions, missing context, wording risk and whether a person owns the next action.

Risk and control

Every reviewer should ask five questions: What source was used? What changed? What is assumed? Who approves it? Where will it be used? If any answer is unclear, the output remains a draft.

Source basis

Keep reading

Related notes

26 Aug 2026 · 5 min

ChatGPT Memory for Work: Privacy Questions

Memory in ChatGPT is useful context, not a harmless convenience. Decide what may persist, who controls it and how a user removes it before staff rely on it for work.

26 Aug 2026 · 5 min

ChatGPT Model Change: Fix Output Regressions

A model update is a production change when people depend on the output. Keep a small set of known-good tasks and compare behaviour before the new default reaches everyone.