How I actually use AI in finance work — not hype, just the workflow.
A small, evolving notebook of the tools I lean on every week, and the way they show up in real work.
The stack
What I reach for.
Claude
Architecture, long-form reasoning, and editorial review.
Cursor
Building — pair programming inside the codebase.
ChatGPT
Debugging, quick refactors, search-and-replace tasks.
Perplexity
Fast statute and circular lookups for tax research.
Notion AI
Capturing meeting notes and turning them into briefs.
Tool · live
Tax & GST deadlines
Next occurrence from today — for general planning only.
- 7d
GSTR-3B (monthly)
20 August 2026
- 25d
TDS payment
07 September 2026
- 29d
GSTR-1 (monthly)
11 September 2026
- 33d
Advance Tax — Q2
15 September 2026
- 124d
Advance Tax — Q3
15 December 2026
- 214d
Advance Tax — Q4
15 March 2027
- 306d
Advance Tax — Q1
15 June 2027
- 352d
ITR (individuals, non-audit)
31 July 2027