From the course: Leveraging Generative AI in Finance and Accounting

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Analyze an annual report with generative AI: Financial statements

Analyze an annual report with generative AI: Financial statements

From the course: Leveraging Generative AI in Finance and Accounting

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Analyze an annual report with generative AI: Financial statements

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- In this interactive case study, we're going to look at how we can use generative AI to analyze a public company's annual report. Today, we're diving deep into Microsoft's financial statements. We'll be focusing on three main financial statements: the income statement, balance sheet, and cash flow statement. These documents provide a comprehensive view of Microsoft's financial health. I'm going to open up ChatGPT and get ready to upload these documents. I'm going to use the prompt, "Please review these financial statements from Microsoft and ensure you can read them and work with the data." It appears that the data is uploaded successfully. So let's start with the income statement. I've asked ChatGPT to review the income statement and produce some key charts that I can use for a board report. Here you see that ChatGPT has identified what it's going to do to make the charts by tracking revenue trends, profitability…

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