Published: 2026-06-09
How OpenAI's Finance Team Uses Codex for Month-End Reports and Dashboards
Chapters / key moments (click to jump — plays here on the page)
OpenAI's head of finance technology (Way Loh) walks through how the company's own finance office uses Codex day-to-day — from building internal apps across finance, procurement, and accounting, to creating month-end slides, custom dashboards, vendor risk reviews, and journal entry preparation. The core insight: Codex turns messy one-off workflows into repeatable, automated processes.
Source video
"Codex for Finance: Faster Reports, Dashboards, and Decisions" by OpenAI — Watch on YouTube →
Key Takeaways
- Codex is not just a coding tool at OpenAI — it's used across the finance office for month-end reporting, executive slides, procurement workflows, and accounting tasks.
- Specific use cases shown: month-end executive slides, custom dashboards, vendor risk reviews, journal entry preparation support, and building internal apps.
- The primary value is workflow automation — taking processes that were previously manual and ad-hoc and turning them into repeatable Codex-driven pipelines.
- Codex builds skills that can be called by other Codex workflows, enabling chaining of complex multi-step financial processes.
- Codex also handles simpler tasks like drafting memos and creating presentation slides — it's not limited to code generation.





