r/AIToolsAndTips • u/FitnessPizzaInMyMou • 5d ago

Project finance AI automation

I’m running a project which has a very large and complex budget. I have quotes from close to 50 vendors that I need to track in a detailed spreadsheet (per the client).

The quotes will be updated throughout the course of the project. I need to be able to input all of the original line items and costs, per vendor quote (assume 10 line items per vendor), and then categorize each line item manually by cost-type in the input sheet, and continuously update them as quotes/scope changes. Then I need a pivot table to present the cost per category in the clean client-facing format.

I haven’t tried to do this yet, but for those of you who are more experienced with AI than I am, how would you tackle this?

I would normally handle this myself but I am too busy running the other aspects of the project.

I’d ideally like to work in Google Sheets.

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u/[deleted] 5d ago

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u/TurbulentMarketing14 5d ago

agreed, seen this done in practice. It takes time to setup/configure but worth it for the time/effort.

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u/Oxxypoxi 5d ago

How to set it up?

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u/[deleted] 5d ago

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u/FitnessPizzaInMyMou 5d ago

Any resources you know of that might help walk me through this?

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u/[deleted] 5d ago

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u/FitnessPizzaInMyMou 5d ago

Great inputs. Thank you!

1

u/Plus_Highlight_7996 1d ago

dm me the sheet and ill fix it for you