video1.0<iframe src="https://www.loom.com/embed/2954ec2e91af4908a79cafda8dec0fe7" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/2954ec2e91af4908a79cafda8dec0fe7-41b11e37da90c464.gif454.234In this video, I walk you through an AI financial assistant bot I set up for an insurance company to streamline their invoice reconciliation process. The bot checks invoices against QuickBooks, identifies discrepancies, and automates payment creation, saving the company from hiring an additional employee for this time-consuming task. I explain how the bot is triggered by updates in a Google spreadsheet and how it processes both Excel and Google Sheets files. If everything checks out, it generates a final report indicating success or any issues that need addressing. I encourage you to consider how such automation could benefit your own workflows.