Smarter budgeting and forecasting

Week 03
Aired Sep 16 · 11 AM ET
Length 59:36
About this session

This session looks at how AI tools support budgeting and rolling forecasts, from building out a first budget to testing multiple assumptions and generating quick projections. We will also cover where human judgment still needs to lead, so the numbers stay grounded in real business context.

You'll leave with
  • How to set up a budget draft with AI doing the heavy lifting
  • How to test multiple assumptions quickly instead of building versions by hand
  • A look at a live build, including where the AI output needs human validation
  • How to keep the numbers grounded in reality once AI is part of the process
Hosted by
  • Anna Yamashita
    Director of Solutions Consulting, Datarails
    Host
  • Steven Goyne
    Solutions Consultant, Datarails
    Speaker
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