Codex for Finance: Faster Reports, Dashboards, and Decisions

TL;DR: OpenAI’s financial technology lead describes how Codex has become indispensable for finance workflows—from month‑end close and custom dashboards to journal entries and executive slides—turning messy ad‑hoc processes into repeatable, scalable workstreams. ## Introduction In an internal OpenAI conversation, Way Loh, Head of Financial Technology at OpenAI, shares how Codex has become a core part of the finance team’s daily operations. “Codex is now indispensable in our core workflow,” he says. “It’s not just a niche tool, and it’s not just for programming.” ## How Way Loh Uses Codex Loh describes three broad categories of Codex use within his own work: - **Building skills** that other Codex workflows can call upon. - **Building internal applications** that span finance, procurement, and accounting. - **Handling simpler tasks** such as creating slides or even drafting memos. ## Finance‑Specific Use Cases Loh observes that across the finance department, Codex is deployed for a wide range of critical activities: - **Month‑end close** – accelerating and standardizing the closing process. - **Executive slide creation** – generating presentation materials for leadership. - **Custom dashboards** – building bespoke visualizations and reports without heavy manual effort. - **Supplier risk assessments** – streamlining evaluation and monitoring of vendors. - **Journal entry preparation support** – reducing the time spent on routine accounting entries. ## The Key Insight: From Chaos to Repeatability The unifying theme behind all these use cases is transformation. “With Codex, we’re converting all of those messy workflows into repeatable workflows,” Loh explains. He adds, “Codex has already unlocked so many possibilities.” --- **Source:** [Codex for Finance: Faster Reports, Dashboards, and Decisions – OpenAI](https://www.youtube.com/watch?v=IEYU-CgLo3E)