Prepare the source
Use a client or internal finance discussion you are authorized to record. Before capturing a screen, close unrelated accounts and remove credentials or financial details the reviewer does not need.
Record the discussion or upload an existing recording. Explain the period and document being discussed aloud so the transcript has context. Keep the actual ledger or report available to check figures.
Try this prompt
Open or attach the recording in Ask AI, then adapt this example to your task:
Create review notes from this recording. List the reporting period, figures discussed, unresolved questions and agreed follow-ups. Keep estimates separate from confirmed amounts. Add source timestamps.
Check the result
Compare every amount, currency and period with the underlying records. Listen again where a number is unclear. A spoken summary does not reconcile accounts or establish that an entry is correct.
Send only the relevant notes to the intended reviewer. Keep accounting entries and approvals in your accounting system; a generated document is a working draft.