Just a suggestion, recently OpenBB has shutdown (and open sourced their codebase) and its users are probably looking for alternative solutions who are not self-managing it, worth reaching out to them.
thank you, really good tip - I was not aware they shut down their commercial arm. It's unfortunate for the team, but open sourcing everything was the right move. They built something people really loved. There is definitely some overlap on the Market data side of things, but my focus is on the workflows on company's own data (think FP&A teams, or even accounting teams, running recurring CFO type analysis month over month). That said I will definitely look into this more closely. Thank you again. And apologies for the delayed response - on US time (just waking up :-) )
The local-first approach is interesting, especially for finance workflows. Being able to save a workflow and rerun it later without involving the LLM again is a nice touch. Curious to see how this evolves.
Thank you. In finance, from my personal experience, no one wants to re-build anything. Once someone creates a workflow, they should be able to re-run it next month. For example, if you build a monthly operating variance report from your quick books, next time, you should just click re-run.
Sorry for the delay, had to put my 15 month old to sleep yes, Lovable - I spelled it “Love-able” on purpose-ish since the architecture is different. Lovable builds you an app; this builds a workflow. The LLM plans the steps once (based on file schema), then the actual math runs as SQL in duck-db wasm in your browser. Next month you simply upload the revised file and hit re-run - same SQL (no add'l tokens needed). The AI can still write bad SQL, but it's all visible on the canvas, so it can be checked and once you save it, then next time it is deterministic. For Finance, the local first (sensitive data), repeatability, and transparency matter quite a bit. I connected Fred (econ data, nearly 800k series), and stocks so folks could try it out without needing to upload their own files (in this case it pulls the info as files, you can see it in the canvas section). Quickbooks is also connected, with other ERPs coming in later as I would need to go thru the hoops to get approvals in place (i.e. from Xero, Sage, etc.). I completely get your point though, in terms of it does not feel the same as Lovable. Maybe that is something that I can think through in more detail. Thank you for the comment. Feel free to let me know of any recommendations. I would really appreciate it.
That was my thought process, especially if it’s used on system of records (i.e. QuickBooks, Xero, Net Suite, Sage, etc.) - that said, on the UI side , unsure if some one should just land on the canvas or if the home page is the way to go , flashier but unsure on usability / will see :) thank you again for taking the time to try it, really appreciate it
Sorry for the late reply, just walking up here (Est US time). No blog at the moment, but something I should be working on - Happy to email you some thoughts. I've been in finance nearly 20 years now, with the last ten in M&A diligence And I can tell you that cash flow is where lots of deals get made or broken - i.e. 13 week cash flow, net working capital peg, etc. Happy to share what I have seen and what I have been thinking about (repeatable workflows, deterministic, etc). I just checked out your blog and I can take a read thru some of the recent ones - I love the fact that it is in both, English and Japanese. I've also included my contact info in my 'about' section if you would like DM me and we can go from there. thank you again for checking this out - any feedback is welcomed.
Just a suggestion, recently OpenBB has shutdown (and open sourced their codebase) and its users are probably looking for alternative solutions who are not self-managing it, worth reaching out to them.
thank you, really good tip - I was not aware they shut down their commercial arm. It's unfortunate for the team, but open sourcing everything was the right move. They built something people really loved. There is definitely some overlap on the Market data side of things, but my focus is on the workflows on company's own data (think FP&A teams, or even accounting teams, running recurring CFO type analysis month over month). That said I will definitely look into this more closely. Thank you again. And apologies for the delayed response - on US time (just waking up :-) )
All the best!
The local-first approach is interesting, especially for finance workflows. Being able to save a workflow and rerun it later without involving the LLM again is a nice touch. Curious to see how this evolves.
Thank you. In finance, from my personal experience, no one wants to re-build anything. Once someone creates a workflow, they should be able to re-run it next month. For example, if you build a monthly operating variance report from your quick books, next time, you should just click re-run.
Are you talking about Lovable? I don't see it.
Sorry for the delay, had to put my 15 month old to sleep yes, Lovable - I spelled it “Love-able” on purpose-ish since the architecture is different. Lovable builds you an app; this builds a workflow. The LLM plans the steps once (based on file schema), then the actual math runs as SQL in duck-db wasm in your browser. Next month you simply upload the revised file and hit re-run - same SQL (no add'l tokens needed). The AI can still write bad SQL, but it's all visible on the canvas, so it can be checked and once you save it, then next time it is deterministic. For Finance, the local first (sensitive data), repeatability, and transparency matter quite a bit. I connected Fred (econ data, nearly 800k series), and stocks so folks could try it out without needing to upload their own files (in this case it pulls the info as files, you can see it in the canvas section). Quickbooks is also connected, with other ERPs coming in later as I would need to go thru the hoops to get approvals in place (i.e. from Xero, Sage, etc.). I completely get your point though, in terms of it does not feel the same as Lovable. Maybe that is something that I can think through in more detail. Thank you for the comment. Feel free to let me know of any recommendations. I would really appreciate it.
I’ll mess with it!!
thank you so much, I really appreciate it
the local approach makes a lot of sense for tools like this. will try
That was my thought process, especially if it’s used on system of records (i.e. QuickBooks, Xero, Net Suite, Sage, etc.) - that said, on the UI side , unsure if some one should just land on the canvas or if the home page is the way to go , flashier but unsure on usability / will see :) thank you again for taking the time to try it, really appreciate it
Do you have a blog or something documenting your thought process?
I’m building something similar for cash flow prediction and management and would love to know more.
Sorry for the late reply, just walking up here (Est US time). No blog at the moment, but something I should be working on - Happy to email you some thoughts. I've been in finance nearly 20 years now, with the last ten in M&A diligence And I can tell you that cash flow is where lots of deals get made or broken - i.e. 13 week cash flow, net working capital peg, etc. Happy to share what I have seen and what I have been thinking about (repeatable workflows, deterministic, etc). I just checked out your blog and I can take a read thru some of the recent ones - I love the fact that it is in both, English and Japanese. I've also included my contact info in my 'about' section if you would like DM me and we can go from there. thank you again for checking this out - any feedback is welcomed.