RISE · Justin Hub
Gmail
Inbox, drafts, and vendor correspondence.
Open → ScheduleCalendar
This week's meetings and deadlines.
Open → FilesDrive
RISE-LOT folders, invoices, reports.
Open → FinanceXero
Invoices, expenses, and accounting.
Open → DataGoogle Sheets
Financial models, trackers, and reports.
Open → AIClaude
Automation drafts, analysis, document generation.
Open → DocumentsGoogle Docs
Internal reports, policies, and memos.
Open → MeetingsGoogle Meet
Video calls and team check-ins.
Open → MessagingTeam communication and coordination.
Open →- Context — who I am, what data, what already exists.
- Role — what financial perspective I want Claude to take.
- Task — the actual ask, in one clear sentence.
- Format — table, report, SOP, memo, code.
- Constraints — standards, tone, what to avoid.
- Did I read every number and every line — not skim?
- Can I defend each figure to the CEO or a client?
- Does this save real time or generate real insight?
- Refine the prompt — don't patch the output manually.
- Save the working prompt for future reuse.
AI-powered monthly financial report
Generate a clean executive summary from raw Xero export data, with key indicators highlighted.
Invoice processing checklist
Turn a batch of invoice details into a structured processing checklist with GL coding suggestions.
Restaurant costing procedure
Build a food and beverage costing model aligned with restaurant industry standards.
Event / project profitability analysis
Evaluate whether a specific project or event generated value for the company.
Accounting SOP documentation
Convert a process you perform into a clear, repeatable SOP anyone on the team can follow.
Standardized accounting memo
Draft a professional internal memo for accounting policy updates or process changes.
Shared across all team hubs — prompts, links, guides, and tips posted here appear for everyone within ~1 second.
Personal AI Roadmap — Justin Loria
From reliable accountant to analytical, strategic finance lead — using AI to reclaim time for what matters.
Last reviewed: never.
1. Vision
Year-end goal
Strategic finance professional — a fully standardized accounting department, automated repetitive workflows, and enough freed-up time to focus on analysis, tax compliance, and meaningful insights for the business.
In practice this means
- Every recurring accounting task has a documented SOP and, where possible, an automation.
- Financial reports are produced faster, with more detail, and with less manual effort.
- The Kinkara costing procedure is live and reducing food and beverage losses.
- An internal accounting knowledge base exists so the department runs without single points of failure.
2. Goals and Milestones — 30 / 90 / 180
Click a box to mark it complete. Progress saves automatically.
30 Days · by Jul 15, 2026
0/5- Continue developing and optimizing AI-powered automated financial reports — monthly and event-level.
- Improve automation for invoice processing, expense management, and document organization in Drive.
- Standardize documents, reports, and daily worksheets for a more professional internal presentation.
- Identify and document the top 3 manual tasks consuming the most time — prioritize for automation.
- Write first SOP for a recurring accounting process using the AI documentation workflow.
90 Days · by Sep 13, 2026
0/5- Accounting department documentation, worksheets, and reports fully standardized and policy-ready.
- Automations optimized with minimal errors across all implemented workflows.
- Costing procedure for Kinkara developed and aligned with restaurant industry standards.
- Detailed financial and operational indicators built to evaluate profitability of specific projects and events.
- Internal accounting knowledge base created — leveraging AI to facilitate inquiries and operational continuity.
180 Days · by Dec 12, 2026
0/5- Consolidated accounting department with established policies, standardized reports, and full operational consistency.
- Manual and repetitive tasks significantly reduced — time redirected to financial analysis and decision support.
- Tax review and compliance analysis receiving proper dedicated attention — not squeezed from leftover hours.
- Up-to-date daily financial information enabling ongoing self-analysis without waiting for month-end closings.
- Active cross-department collaboration — contributing accounting knowledge to projects managed in coordination with Finance.
3. Team Wins, Ideas & Success Stories
The live team feed — wins, ideas, and success stories from every Rise teammate. Anything posted here appears on your hub, the Team Hub, and every other personal hub within ~1 second.
4. Notes for AI development & enhancement
Drop ideas, requests, and bugs here as they come up. When ready, click Copy all and paste them into a Claude conversation — I will update this page for your next deploy. Saves automatically to your browser.