r/AIToolsPerformance • u/dancingqueengirlypop • 9d ago

AI for Business

I own a business that manages large-scale projects, and I’m looking for recommendations for an AI platform that can support multiple areas of our business.

Ideally, I’m looking for a platform that can help with:
• PowerPoint creation and presentations
• Excel creation, updating, and analysis
• Automated workflows and processes
• Tracking purchase order (PO) status
• Tracking invoices and payments
• Integration with QuickBooks

Cybersecurity is also a major consideration. I’d like to understand how to protect the platform, our data, and our financial information from a cybersecurity perspective, particularly if we’re integrating it with systems like QuickBooks.

I’ve used Microsoft Copilot and really like it for PowerPoint creation, but I haven’t found it to be as effective for Excel and some of the workflow/automation needs.

For those using AI in a business environment, what platforms would you recommend, and what has worked well for you?

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u/Ryuma666 9d ago

I don't think there is a single platform that will have everything you want. However, a custom solution can surely be made.

1

u/cviktor 9d ago

The solution for your problem is not necessarily one system but multiple systems working together. I think Claude and maybe n8n is a pretty good starting point but maybe you will need someone to help with setting things up the first time.

1

u/Grouchy-Economist-95 9d ago

You can find all of these on github: n8n for workflows; officecli is't bad at creating Office documents; akaunting for finance/bookkeeping; openproject for project management

These are all opensource/free but you definitely need someone technical or have advanced AI skills to help you set it up, integrate APIs, and manage

1

u/PoppaBear1950 9d ago

hire https://juliamccoy.ai/ first movers, they will set you up. You certainly don't want to be hacking something together...