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  • 10 месяцев назадОпубликованоHector Garcia CPA

AI: Consolidated Financial Statements (ChatGPT, Claude, Deepseek, and Qwen)

Join me at REFRAME2025 Timestamps 0:00 Introduction 0:40 Experimental Approach and Disclaimers 2:18 Prompt Engineering with ChatGPT 4:20 Initial Testing Across AI Platforms 9:30 Iterative Refinement and Troubleshooting 23:06 Focus on Claude and Quen 27:41 ChatGPT Revisited and Final Thoughts 29:27 Qwen's results and excel/sheets export 30:06 Final ChatGPT Attempt with Claude's Prompt 32:24 Conclusion & REFRAME Final Prompt: "Please create a consolidated profit and loss statement from these PDF reports using a React component with these specific requirements: 1. Structure: - Collapsible main sections (Income, Cost of Goods Sold, Operating Expenses) - Always visible Gross Profit and Net Income rows - Show consolidated totals plus individual company columns - Use shadcn/ui components for collapsible functionality 2. Layout: - Use CSS Grid with grid-cols-12 - Account names should span 4 columns - Each number column should span 2 columns - Right-align all numerical values - Use proper currency formatting with 2 decimal places - Include expand/collapse chevron icons - Indent detail rows under headers 3. Visual Design: - Gray backgrounds for headers (bg-gray-100) - Hover effect on collapsible headers (hover:bg-gray-200) - Light borders between rows (border-b border-gray-100) - Bold font for section headers and totals - Proper spacing with consistent padding (p-2) 4. Data Handling: - Treat blank/missing values as zero - Group all line items under their respective categories - Calculate subtotals for each section - Calculate consolidated totals across all companies - Format all numbers as currency with dollar signs and commas 5. Component Features: - All sections should start expanded - Each section should be independently collapsible - Show section totals even when collapsed - Maintain alignment between headers and columns 6. Data Structure: - Organize data by main categories (income, cogs, expenses) - Each line item should have values for: lawFirm, company2, company1 - Calculate running totals for each section - Include proper subtotals and grand totals 7. Error Handling: - Handle undefined or null values gracefully - Ensure all calculations work with zero values - Maintain proper formatting even with large numbers 8. Technical Requirements: - Use shadcn/ui Card and Collapsible components - Import necessary icons from lucide-react - Use Tailwind CSS for styling - Avoid arbitrary values in Tailwind classes - Ensure proper component export The goal is to create a professional-looking financial statement that's easy to read and analyze, with the ability to collapse sections for better overview while maintaining access to detailed information when needed."