Numbers need rules.
AI can analyse your data well, but only once it knows what each column means and how you define your terms.
Describe the columns
Rule 01
What each column holds, the units and the currency.
SAY
“Amount is in rand, excluding VAT.”
Define the terms
Rule 02
Business words mean different things in different teams.
SAY
“Active = billed in the last 30 days.”
Ask for formulas
Rule 03
Formulas recalculate and can be checked. A typed answer can't.
SAY
“Give me the Excel formula.”
Check a total
Rule 04
Reconcile to one figure you already trust.
SAY
“Does it match the finance report?”
Define the terms. Get the formula. Check the total.