How AI Helps Individuals Manage Finances

Kelli suggests loading bank statements into models to build budgets, forecasts, and tailored recommendations using AI agents.

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Episode notes

I sit down with Kelli Lewis, an outsourced CFO, author, and wealth coach for small businesses, to talk about the unsexy stuff that makes a business run: the day-to-day financial operations and the systems behind them.

Kelli shares how she uses AI as a behind-the-scenes operator to train her team faster, document processes as SOPs, and stop repeating herself across clients and staff. We talk about how Kelli uses AI to streamline her team’s workflows, turn meetings into action, and reduce the constant back-and-forth that keeps businesses stuck in financial chaos.

We also get into what most people skip: the prompts. Kelli breaks down the kinds of questions to ask AI when you’re trying to get your finances under control, from organizing bank activity to clarifying what’s actually happening in your business each month.

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