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Description
In this 60-minute session, you'll get a personalized blueprint for building an AI-powered financial dashboard tailored to your role or personal finances. We'll cover which tools fit your specific use case, how to connect live data sources so your dashboard updates automatically, and how to think about the architecture before you write a single line of code or configure a single automation. You'll leave with a concrete, opinionated plan. Not generic advice. Best for people with some technical fluency (comfortable with APIs, basic automation tools, or spreadsheet logic) who want expert guidance before they build, not during.
What you'll get from this package
A clear, step-by-step roadmap specific to your situation, tools selected, data sources mapped, and automation logic designed, so you can execute confidently on your own.
Talk to a team member
Schedule a call with a Leland team member who can help you explore your options.
Schedule a call
More packages from Yudhajit
Custom hourly · $150/hr
Get help with AI Fundamentals, AI Automation, and .
Yudhajit also coaches for Investment Banking and MBA. View all.
Offered by Yudhajit D.
Joined May 2025
5.0
Master AI in Finance | Train Operators for the next generation of finance
With a robust background in finance and technology, I specialize in leveraging AI to transform financial processes and strategies. First as a Digital Transformation Consultant at Deloitte and then as an Investment Banking Teaching Associate at Training The Street, I've dedicated over 1,000 hours to training professionals at top firms in AI driven financial modeling and Python for finance. My experience has equipped me with the skills to guide you through the complexities of AI integration in finance. Whether you're looking to enhance your financial modeling skills or explore AI-driven solutions, I'm here to help you achieve your goals. Let's connect and create a tailored plan for your success!
$150
1h of coaching