{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/1798839695c744b1b8f4361b6c4a6896\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/1798839695c744b1b8f4361b6c4a6896-93c2da7a25bb5f4c.gif","duration":95,"title":"Streamlining Financial Modeling for Advisory Teams 🚀","description":"In this video, I introduce Four Part, a workflow tool designed to significantly reduce the time our advisory teams spend on manual financial modeling. Using a trial balance from Meridian Advisory Group, Four Part automatically categorizes 56 accounts, requiring human review for only 19, which streamlines our process. The model generates a 13-week projection instantly, highlighting liquidity pressures and key metrics like a cash runway of just 11.2 weeks. This insight, which previously took half a day to produce, is crucial for our cash flow planning. I welcome your feedback as we continue to explore ways to enhance our financial modeling."}