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It covers a read-only review of board materials, posted actuals, and the current forecast to trace last-minute model changes across dense spreadsheets, decks, and executive briefs. The process evolves into a shared, editable Site that stays current as actuals, forecast updates, and commentary shift, while Finance retains control of authoritative sources, corrections, and timing for sharing.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/openai-on-openai-how-our-finance-team-uses-chatgpt-work/355002/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/openai-on-openai-how-our-finance-team-uses-chatgpt-work/355002.png","ImageObject",442,249,{"name":88,"@type":89},"Guten tag","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"When should the team use ChatGPT Work instead of Chat?","Question",{"text":109,"@type":110},"Use Chat when the task is a conversational exploration, drafting, or quick answers. Use ChatGPT Work when the job spans several steps, relies on tools or files, and ends in a deliverable such as a spreadsheet, deck, document, report, or Site.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How does ChatGPT Work perform the close review before materials are sent?",{"text":114,"@type":110},"ChatGPT Work is given the financial model, board presentation, and revenue memo plus posted actuals and the approved forecast model. It traces where items do not tie, identifies differences and their origins, and checks readiness with a clear GO/NO-GO recommendation while staying read-only.",{"name":116,"@type":107,"acceptedAnswer":117},"How does the workflow change as ChatGPT Work becomes part of the close?",{"text":118,"@type":110},"The team shifts from tying together point-in-time documents at quarter end to keeping materials current through a shared editable Site. 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The board package is almost ready. Then one number changes .  \nThe quarter-end close is one of Finance’s most important processes. It gives leadership a clear view of what happened last quarter, what it means for the forecast, and the opportunities ahead.  \nThe challenge is that the business keeps moving while Finance closes the quarter. New information comes in constantly.  \nOne last-minute change to the model can ripple through the board presentation and revenue memo. Whether it starts with a late-posted actual or a forecast update, Finance has to trace that change across dense materials: models with thousands of rows, multiple tabs, presentations, and executive briefs.  \nDoing that by hand can mean hours of tying numbers across multiple sources and outputs. Bring ChatGPT Work into the close process you already run  \nChatGPT Work can work across the files and tools your team already uses and stay with a multi-step task as the close moves forward.  \nStart small. After the close materials are built, ask ChatGPT Work to review the model, board presentation, revenue memo, posted actuals, and current forecast together ( read-only) before anything goes out.  \nOver time, ChatGPT Work can become part of the close itself. Use a Site as the shared view of the latest approved context, so the team can use it to help build and update the model, revenue memo, and other close materials. The process shifts from tying together point-in-time documents at the end to keeping the materials current as actuals, forecast updates, source links, and commentary change. Finance still decides which sources are authoritative, who makes a correction, and when the work is ready to share.  \nGetting started  \nWhen to use Chat or ChatGPT Work  \n● Chat is the familiar conversational experience. Use it to explore ideas, create drafts or images, and get quick answers.  \n● Use ChatGPT Work when the job spans several steps, draws on tools or files, and ends ina deliverable such as a spreadsheet, deck, document, report, or Site.  \n● A Site is a private, interactive webpage ChatGPT Work can build from the context in atask. Use one to create a Finance dashboard, report, or editable monthly-close review.  \n● Plugins let ChatGPT Work use the approved data, files, and tools your team already uses.  \nOpenAI on OpenAI: How Our Finance Team Uses ChatGPT Work 2  \n● Skills save a standardized workflow the team has already agreed on. Once a board review or close refresh is working well, use a Skill to repeat that process.  \nMeet Stephanie and Kyle  \nStephanie and Kyle, from OpenAI’s Strategic Finance team, shared this path in our Finance livestream. Stephanie starts with the last review before a board package goes out. Kyle picks up the same close context and turns it into an editable Site the team can refresh together.  \nWatch the recording to follow their approach. Financial figures and company names are illustrative.  \nStart with the board package almost ready to go  \nAsk what changed—and where else it now appears.  \nStephanie has the standard quarter-end materials in front of her: the financial model she uses asher workhorse, the board presentation it helps power, and the revenue memo with the story behind the numbers. The package feels ready to send. Before it goes to executives and the board, she gives those files and the posted actuals to ChatGPT Work for one quick, read-only check: what does not tie, where did the difference start, and is the package ready to send?  \nTo follow along, use your own assets:  \n● The current financial model, board presentation, and revenue memo.  \n● The accounting system or approved export for posted actuals.  \n● The approved forecast model.  \nKeep the first pass read-only and let ChatGPT Work tra","cbCaib5yjbcinCl5","https://ap.wps.com/l/cbCaib5yjbcinCl5","pdf",10371667,10,"English","# Getting started\n## When to use Chat or ChatGPT Work\n# Start with the board package almost ready to go\n## Tip: Make it yours","[{\"question\":\"When should the team use ChatGPT Work instead of Chat?\",\"answer\":\"Use Chat when the task is a conversational exploration, drafting, or quick answers. Use ChatGPT Work when the job spans several steps, relies on tools or files, and ends in a deliverable such as a spreadsheet, deck, document, report, or Site.\"},{\"question\":\"How does ChatGPT Work perform the close review before materials are sent?\",\"answer\":\"ChatGPT Work is given the financial model, board presentation, and revenue memo plus posted actuals and the approved forecast model. It traces where items do not tie, identifies differences and their origins, and checks readiness with a clear GO/NO-GO recommendation while staying read-only.\"},{\"question\":\"How does the workflow change as ChatGPT Work becomes part of the close?\",\"answer\":\"The team shifts from tying together point-in-time documents at quarter end to keeping materials current through a shared editable Site. Finance still decides authoritative sources, who applies corrections, and when the work is ready to share.\"}]","OpenAI on OpenAI - How Our Finance Team Uses ChatGPT Work | PDF",1790115335]