@CPMou2022
Day 5 of #12daysofChatCodexStratfin on how OpenAI's finance team uses Codex. Amir Tavoli and Esau Torres use Codex to automate budget management process. Before Codex 🙁 month-end Budget vs. Actual review required significant manual spreadsheet work: pulling exports, copying data across tabs, updating formulas and pivots, and reconciling the plan, actuals, purchase-order schedules, accruals, and txn details. The challenge was not only identifying a variance but tracing to its source, confirming that every layer tied out, and packaging the analysis so xfunctional partners could review the math without retracing the entire workflow. Agentic dawn! 🙂 Codex now automates the workflow end to end. It ingests data from source systems, standardizes and reconciles the inputs, and produces an overview of the largest variance drivers. Codex enables the team to drill from the cost-center level into the underlying purchase orders, transactions, and accruals to understand what changed and trace each variance back to its source. The result: less time maintaining spreadsheets and more time to focus on the strategic drivers and questions that matter most to the business.