Welcome to day 5 of #12daysofChatCodexStratfin! I’m excited to share how my colleague Amir Tavoli and I used Codex to automate StratFin’s budget management process for Marketing at OpenAI.
Before Codex 🙁
Month-end BvA required significant manual spreadsheet work: pulling exports, copying data across tabs, updating formulas and pivots, and reconciling the plan, actuals, purchase-order schedules, accruals, and transaction detail.
The challenge was not only identifying a variance. It was tracing the variance to its source, confirming that every layer tied out, and packaging the analysis so our cross-functional partners could review the math without retracing the entire workflow.
Agentic dawn! 🙂
Codex now automates the workflow end to end. It ingests data from source systems, standardizes and reconciles the inputs, and produces an overview of the largest variance drivers.
Codex enables us to drill from the cost-center level into the underlying purchase orders, transactions, and accruals to understand what changed and trace each variance back to its source.
The result is less time maintaining spreadsheets and more time investigating what changed, determining why it changed, and deciding what to do next. Codex automates the mechanics, allowing us to focus on the strategic questions that matter most to the business.
As excited about Codex as we are? Try it yourself (https://openai.com/codex/), check out OpenAI Academy for tips (https://lnkd.in/gvSgP8ij), and register for our upcoming StratFin Codex event (https://lnkd.in/gz6bJ97W)!
Sarah Friar Thibault Sottiaux Alexander Embiricos Nick Turley
