Automate Financial Analysis with the Snake Method
SNAKE Method: From Raw Financial Data to Executive Reports in Minutes | Python + AI Pipeline
Ever spent days going back and forth between Python, spreadsheets, and ChatGPT just to produce one financial report? Copy-pasting tables, fixing formatting, generating narratives piece by piece — only to end up with a patchwork no auditor would trust?
In this video, I show you a better way.
The SNAKE method (Source, Notebook, Analysis, Knowledge, Execution) defines your entire financial analysis before a single line of code runs. Combined with the SNAKE Agent Prompt Generator — a tool I built to make this accessible to non-developers — you can go from raw data to dashboards, charts, forecasting, and executive narratives in one automated pipeline.
What you'll learn:
00:00 — The problem with current financial analysis workflows
00:20 — Introducing the SNAKE method
01:05 — Walkthrough of the SNAKE Agent Prompt Generator
03:18 — Generating and running the notebook in Google Colab
04:12 — Output review: dashboards, charts, and expense reports
04:32 — Why this matters for regulated industries (EU AI Act)
Key features covered:
— Expense analysis, revenue reporting, and custom templates
— Statistical methods, enrichment steps, and forecasting
— Automated chart generation (comparison, trends, variance, composition)
— Executive narratives written by AI in the right tone
— Built-in error handling for common data issues
— Outputs: Markdown reports, HTML dashboards, statistical summaries
Who is this for?
Controllers, financial analysts, FP&A teams, and anyone in finance who wants reproducible, audit-ready analysis without being a Python expert.
One prompt. One pipeline. Executive-ready results.
Join the AI Finance Club:
https://nicolasboucher.online/?aff=208
Join us at the AI Finance Accelerator Program:
https://nicolasboucher.online/sp/ai-finance-accelerator/?aff=208
Get the Snake Agent Prompt Generator:
https://aiinfinance.kit.com/ea8f319a26
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Chapters (6)
The problem with current financial analysis workflows
0:20
Introducing the SNAKE method
1:05
Walkthrough of the SNAKE Agent Prompt Generator
3:18
Generating and running the notebook in Google Colab
4:12
Output review: dashboards, charts, and expense reports
4:32
Why this matters for regulated industries (EU AI Act)
🎓
Tutor Explanation
DeepCamp AI