<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/1798839695c744b1b8f4361b6c4a6896&quot; frameborder=&quot;0&quot; width=&quot;1920&quot; height=&quot;1440&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>1440</height><width>1920</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>1440</thumbnail_height><thumbnail_width>1920</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/1798839695c744b1b8f4361b6c4a6896-93c2da7a25bb5f4c.gif</thumbnail_url><duration>95</duration><title>Streamlining Financial Modeling for Advisory Teams 🚀</title><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.</description></oembed>