Survey for building a Financial Product
Hi everyone
I’m a Master’s graduate in Data Science, and I’m exploring how AI agents (not chatbots — more like task-oriented digital assistants) could help finance professionals save time and mental energy.
Before building anything, I want to learn from people actually doing finance work day to day.
Think of this as an open discussion / mini survey
Most finance roles have tasks that are:
- repetitive
- tedious
- rule-based but time-consuming
- necessary, yet not the best use of human judgment
If you had a reliable AI agent that could work alongside you, what would you want it to handle?
Some prompts (answer any that resonate):
- What daily or weekly tasks would you happily delegate to an AI agent?
- Are there workflows where you jump between Excel, PDFs, emails, ERP systems, or dashboards?
- Do you spend a lot of time validating, reconciling, formatting, or summarizing data?
- Are there processes that are “semi-manual” because automation tools are too rigid?
- What kind of mistakes are easy to make when you’re tired or under time pressure?
I’m not selling anything and I’m not pitching a startup — I’m trying to understand real bottlenecks before building a serious personal project / portfolio product.
If you’re comfortable, feel free to mention:
- your role (FP&A, accounting, audit, banking, investing, etc.)
- industry or company size (optional)
Even small frustrations are valuable — sometimes the best agent is the one that quietly handles the annoying stuff so you can focus on higher-value work.
Thanks in advance
Really appreciate any insights.
Based on the most helpful WSO content, here are some insights and suggestions for your survey:
Tasks Finance Professionals Would Delegate to AI Agents:
Workflows Involving Multiple Tools:
Semi-Manual Processes:
Mistakes Under Time Pressure:
Potential Use Cases:
Key Frustrations to Address:
Your approach to understanding real bottlenecks before building a product is commendable. Engaging with professionals in roles like FP&A, accounting, audit, banking, and investing will provide valuable insights into their specific pain points.
Sources: Q&A: AI will automate many roles in the IB/PE world. A live Q&A with Arctic, who are recruiting finance professionals to help manage that change, Q&A: AI will automate many roles in the IB/PE world. A live Q&A with Arctic, who are recruiting finance professionals to help manage that change, Will robots replace your consulting or financial career?, Google partners with Goldman Sachs in automating Investment Banking, Thoughts on AI and the future of the job market?
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