GreenBite AI Finance Learning Lab

Step 1 • Load the case

Upload GreenBite Financial Data

Students can upload the Excel file supplied by the faculty. The workbook is processed in the browser; no file upload is required for the built-in analysis. The corrected classroom workbook is internally reconciled: Monthly Financials ↔ Cash Flow ↔ Receivables Ageing.

No dataset loaded.

Financial Health Signals

Learning Mission

Explain why revenue growth is not translating into cash.
Identify the three most important financial risks.
Decide which customer/transaction needs attention first.
Ask a strong finance prompt and inspect the evidence.
Design one AI-assisted workflow with human controls.

Executive Question

“GreenBite is selling more every month. So why is the CFO worried?”

Do not jump to an answer. Use the data first.

Evidence explorer

Choose a dataset

Flag engine

Potential Issues

AI-style analyst

Ask a Finance Question

Choose a question or write your own. The lab creates an evidence-based analysis from the uploaded data. You can also copy the generated prompt into ChatGPT or another approved Gen AI tool.

Analyst output

Evidence-Based Answer

Your analysis will appear here.

Prompt to Use in Gen AI

Click “Generate AI Prompt” after asking a question.

Design challenge

Build Your AI-Assisted SME Workflow

Complete the canvas. The best workflow is not the one with the most AI. It is the one that creates value while keeping judgement and control where they belong.

1. Business problem 2. Input data 3. AI activity 4. Human activity 5. Output 6. Approval 7. Control / exception 8. Final action

Critical thinking

Challenge the AI

Before accepting any AI answer, ask:

What evidence supports the conclusion?
Did the AI invent information?
Is this a fact, interpretation or recommendation?
What important data is missing?
What decision still requires human approval?

Scenario twist

30-Day Payment Delay

The largest customer tells GreenBite that payment will be delayed by another 30 days.