◆ PowerPoint · slides

Financial Reconciliation

Build a single visual that exposes duplicate payments: chart payments by vendor and invoice number, highlight the dupl…

2heights
2tasks
1roles do it

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Build a single visual that exposes duplicate payments: chart payments by vendor and invoice…+
Build a single visual that exposes duplicate payments: chart payments by vendor and invoice number, highlight the duplicated invoice total, and call out the single suspicious amount for the investigator to act on immediately.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before handing to the fraud investigator, sharpen the visual: use a scatter or heatmap that…+
Before handing to the fraud investigator, sharpen the visual: use a scatter or heatmap that groups payments by vendor and invoice number, color duplicates red, annotate the largest duplicate with transaction dates, amounts, and bank references, and add a one‑line note about the likely fraud indicator so the investigator can prioritize work.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Make a single visual that exposes a suspicious pattern of duplicate payments so the fraud investigator can act immediately.

Who does this

1 roles
Auditor

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in PowerPoint — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.