noname_jabroni

I would like to use ChatGPT / Claude / other "off the shelf LLMs" to analyze financial & operational data that prospects submit to my business as part of our quoting process.

We current receive data in Excel files and assign it to a team of people who take weeks to review it and prepare a proposal and estimated savings.

I believe we can do this much faster and cheaper with LLMs and that the speed trumps the accuracy (and in this case it's okay to not be 100% right)

My question: what is best practice when using ChatGPT / Claude for analyzing these files? We sign NDAs with prospects (though it doesn't specify that we would share with a 3rd party like ChatGPT). Is it enough to do a Temporary Chat?

To be clear, we have NOT done this yet - which is why I am asking. Thanks!

I am trying to use AI to help me with common spreadsheet tasks like:

* Formatting ("make this table look professional with headers, colors, and formats") * Turning PDFs into Excel * Visualizations & graphs * and more

I am frustrated with using ChatGPT where I have to upload a file, provide a prompt, then review the updated file that is generated (which is usually wrong).

Does anyone have any suggestions? I had hoped this would be baked directly into Excel via CoPilot but it's not :(

We are HQ'd in Seattle, WA and subject to WA & Seattle sales taxes for selling SaaS. It's super confusing as to whether we need to collect tax on ALL revenue or just revenue from customers that are also in WA. Also, we need to submit monthly payments via a terrible UI to WA State.

Does anyone have a clean solution for tracking and submitting state sales tax? Could we move our HQ to a different state that doesn't consider SaaS to be subject to sales tax?

Thx!

I run a small SaaS company. We get 2-5 user tickets a month that go to our helpdesk. I previously had some contractors monitor the help desk and answer tickets (according to a runbook) but they ghosted me and quit without any communication.

Does anyone have a quality agency they recommend that we could engage to monitor our helpdesk? Looking to pay ~$500 / month.

Thanks!

Hi HN -- hoping someone could help us understand the best practices for doing SaaS billing with Stripe.

We charge a monthly fee ($100) per "team" for the customer (w/unlimited users).

Customers can have different numbers of teams but it ranges from ~10-50.

I'd like to set it up so that there is a monthly subscription ($100 per team per month) but we also offer 10% off if you pay 6 months up front and 20% off if you pay 12 months up front.

So my question: In Stripe should the 6 month and 12 month discounts be SUBSCRIPTIONS or COUPONS? The 10% and 20% discount would be applied one-time (vs. prorated) so customer would be invoiced up-front in one payment for the 6 or 12 month block.

I could create a standard month-to-month and then customize the 6 or 12 month pre-payments based on # of teams the customer uses but then I'll wind up with many SUBSCRIPTIONS since each customer has a different number of teams, which feels messy...

Hope that makes sense -- really appreciate advice!!