I ran into similar issues as we started to roll out LLM generated financials in our org.. I’m so used to the old SQL workflow of “grab this data from this table, that data from that table, combine it into a final result that looks like xxxx” where the tables were outputs from reports in our ERP but I was having terrible results.

Ended up pointing Claude at a few sample files from our existing reporting, gave it read-only oauth access to the ERP and said “build a new report showing the cash by project as calculated by xxxx - yyyy + zzzz in the style of the existing reports” and it basically one-shot from there.

Kind of crazy and I built a bunch of redundant check-sums because I honestly didn’t think it would be able to replace like 6 workdays of effort for the 2 FTEs who generate that kind of thing manually every month but so far so good..