Working notes
What we learn
by doing the work.
Short notes on data, automation and AI. Each one starts with a question we met in a real project and leaves you with something you can use.
Demonstration · Finance
Is a September payment September revenue?
Follow one stay across two months. The money is the same; the question the report answers changes.
Read the noteDecision note · Data
Would you merge these two contacts?
A match helps you find a record. Deciding what to do with it needs more context.
Read the noteWorking note · Applied AI
Reading a receipt is not recording an expense.
What should happen between AI reading a value and a change in your books.
Read the noteExamples are reconstructed so they explain the idea without exposing client information.
Let’s talk about the work