Agree the definitions
Decide which orders count this week, which exchange rate to use and how cancellations and late entries are treated.
AITEREX · AI FOR LOGISTICS
The report starts after the spreadsheets agree.
Shipment, revenue and cost files may use different references, dates or currencies. Reconciliation takes time before anyone writes a report. Start by finding those differences, then decide what AI should help write.
Discuss how your team worksStart with one report your team already uses.
Check differences
Identify missing references, duplicate rows and inconsistent amounts or quantities. Keep file and row references.
Write the explanation
Turn checked numbers into a readable report. List unsupported explanations as questions to investigate.
Bring one report and the spreadsheets behind it.
Use anonymised samples to check whether the same result can be reproduced. Then compare time spent on reconciliation and the differences a person still needs to review.
Before you start
Can we start with Excel?＋
We can first review the format, fields and data quality. Initial samples do not need customer names or complete shipment identifiers.
Can AI explain a fall in profit?＋
It can organise changes worth checking, but figures alone do not establish a cause. Costs, exchange rates, posting dates and business changes need review.
Read more about this workflow
Which spreadsheet needs checking all over again each week?
Start with one example. A finished project brief is not needed.
