How to use dataSights & ChatGPT to analyse, query & alert consolidated Xero Account Transactions
Welcome to our latest video tutorial! I'm Kev from dataSights, and today we're exploring the ins and outs of consolidated zero account transactions. Using our intuitive data viewer, you'll learn how to filter for specific financial data like accounts payable invoices and utilize AI for thorough summary and analysis.
In this video, you'll learn how to:
Utilize the data viewer to efficiently filter through your transaction data.
Apply AI for summarizing and analyzing financial data to gain actionable insights.
Create custom queries easily with AI data query, regardless of your technical background.
Set up data alerts to keep tabs on significant expense transactions proactively.
Video Highlights:
A walkthrough of our Xero demo companies and the system's performance with extensive data sets.
A demonstration of passing data into the AI model for improved summaries and analysis.
Guidance on interacting with the model to achieve more accurate and contextual results.
Instruction on using AI to assist in writing effective SQL queries, even for non-technical users.
Advanced Features Showcased:
Learn to detect duplicate invoices and verify proper coding within your accounts.
Discover how to create views for integration with Excel, Power BI, Looker, or Google Sheets.
Find out how to set up scheduled alerts for optimal reporting and data management efficiency.
Conclusion:
We tie everything together by demonstrating how to convert a complex data set into concise insights and proactive alerts that can significantly impact your business operations.
If you're keen on drilling down into data analysis details or eager to enhance your financial oversight, this video is for you.
By setting up these processes, you'll receive tailored data alerts directly to your inbox, making your financial data work for you on your schedule.
Be sure to watch the video, leave a like if you find it informative, and subscribe to our channel for more guidance on mastering your data.
Thank you for watching, and we look forward to bringing you more insights in our next session!
https://datasights.co/xero/xeroconsol...
Watch video How to use dataSights & ChatGPT to analyse, query & alert consolidated Xero Account Transactions online without registration, duration hours minute second in high quality. This video was added by user dataSights 08 November 2023, don't forget to share it with your friends and acquaintances, it has been viewed on our site 204 once and liked it 2 people.