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How to automate finance functions with ChatGPT Agent

How to automate finance functions with ChatGPT Agent

I automated the entire painful intercompany matching process with ChatGPT Agent.

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AI CFO Office
Jul 24, 2025
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How to automate finance functions with ChatGPT Agent
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When I talk to CFOs, they all worry about things like…

  • Boards want the close done faster, with fewer people, and better insight.

  • Manual work, Excel wrangling, chasing intercompany mismatches, and reconciling data across messy systems still eat up entire weeks every month.

Traditional automation tried to solve this.

But rigid rules break, RPA can’t adapt, and finance teams end up being IT support for their own tools. You’ve lived it.

But what I see now is things are changing.

And with the launch of ChatGPT Agent… The future of finance seems bright and strategic.

Imagine AI isn’t just reading your data.

It’s acting in your environment. It logs in. It finds files. It maps mismatched columns. It drafts emails. It does what a real junior analyst would do, only faster, with less supervision, and zero burnout.

I’m not talking about a smarter chatbot.

I’m talking about a full-fledged, cross-tool digital operator, ready to handle the work you hate.

And here’s the real pain for CFOs:

While OpCo A and B do business with outside customers. But they also sell to and buy from each other. To properly eliminate intercompany sales at the holding level, every transaction between the two entities must be matched, line by line.

This is a painfully manual job for someone at holding, constantly chasing both OpCos to resolve mismatches.

But I automated the entire process with ChatGPT Agent and honestly, I think this is what you’ve been waiting for.

In this edition, I’ll walk you through how I used the ChatGPT Agent to automate the most boring finance task.

See what’s possible for your team.

Read on.


How To Automate Finance Functions with ChatGPT Agent

Imagine this…

  • 2 companies.

  • One group balance sheet.

  • Endless headaches.

Every month at Born2Cycle, Retail and Repairs swap bikes, parts, and money.

But book it all in totally different ERPs.

The results?

  • Confusing discounts.

  • Dozens of mismatches.

  • Columns that never quite line up.

So the CFO spends hours (sometimes days) in Excel hell.

Exporting, mapping, chasing down errors.

And writing email after email just to close the books.

Nobody wants to be remembered for that.

But this month, something changed.

Here’s How the CFO at Born2Cycle Automated the Entire Process with ChatGPT Agent

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