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  • Use Cases
    • Use Case: AI-powered Text Extraction
    • Use Case: Track Ad Campaign Performance with Conduit
    • Use Case: Enhancing Project Management with Copilot
    • Use Case: Using Conduit for Financial Analysis
    • Use Case: Use ChatGPT with your data
    • Use Case: Build financial models from raw transactional data and generate P&L statements.
    • Use Case: Marketing data analytics
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    • Use Case: Online store and a physical retail locations consolidated
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    • Use Case: Conduit for Healthcare Applications
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    • Workflows – Adding New Columns
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  1. Use Cases

Use Case: Using Conduit for Financial Analysis

Intro

In this use case, we'll explore the capabilities of Conduit for financial analysis, particularly focusing on transactions and expenditure data.

P&L Report

Our goal is to conduct a financial analysis by creating a basic Profit & Loss report. For this example, we'll use the following table, as our primary dataset. This table stores some financial data, related to real estate management

Date
Year
Property
Category
Amount
Payee
Description

2023-08-01

2023

Oakwood Manor

HOA

250

Oakwood HOA

Monthly dues

2023-08-05

2023

Maple Gardens

Insurance

150

HomeGuard Insurance

Property Insurance

2023-08-10

2023

Elm Heights

Mgmt Fee

300

Elite Property Mgmt

Management Services

2023-08-15

2023

Pine Ridge

Rent

1200

Pine Ridge Rentals

Monthly Rent

2023-09-01

2023

Cedar Residences

HOA

220

Cedar Residences HOA

Monthly dues

2023-09-05

2023

Birch Towers

Insurance

180

TowerGuard Insurance

Property Insurance

2023-09-10

2023

Willow Estates

Mgmt Fee

350

Willow Property Mgmt

Management Services

...

...

...

...

...

...

...

Also, we’d like to transform the data output into the following format:

  • Categories as rows

  • Years as columns (each year represented in a separate column)

Now, let’s craft a prompt for doing so:

Please create a P&L. Please create a separate row for each category of transactions. Create a column for each Year.

Now let's run the prompt and view the results:

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Last updated 1 year ago