Working inventory // AI tools & platforms

AI Tool Inventory

A live inventory of AI tools, platforms, and architectures I've used, evaluated, or designed — split between enterprise finance work and independent research / homelab exploration. Tier reflects depth of engagement.

Compiled from working session history · 2026

✅ Production 🔶 Architecture 🔷 Conceptual

98Showing

18Enterprise

80Personal

23✅ Production

35🔶 Architecture

40🔷 Conceptual

Enterprise / Finance Stack 18 tools

Tools used or evaluated in a large-firm financial services context — regulated, controlled, audited.

Tier	Tool / Platform	Category	Context
✅ Production	ChatGPT Enterprise	Enterprise AI Assistants	Finance AI enablement, internal AI champion programs, prompt design, document summarization, structured reasoning, workflow ideation, procedure generation
✅ Production	Microsoft Copilot / Copilot Advanced (with Opus)	Enterprise AI Assistants	GL variance narrative synthesis via Excel 365; LLM layer in inverted architecture where Alteryx handles analytics and Copilot handles narrative over pre-built evidence dossiers
✅ Production	Alteryx Designer	Enterprise Analytics & Automation	Primary analytical engine; batch macros, Python tool (stdlib-only), Parquet/DuckDB pipeline architecture, multi-dimensional iteration, QA consolidation
✅ Production	Alteryx Server	Enterprise Analytics & Automation	Production governance and deployment of automation workflows in regulated environments
🔶 Architecture	Alteryx Analytic Apps	Enterprise Analytics & Automation	Controlled front ends for dynamic file selection, filtering, and business-rule-driven workflow execution
✅ Production	DuckDB	Enterprise Analytics & Automation	Tiered Parquet architecture (Tiers 0–3) in GL variance analysis pipeline; analytical query layer over staged financial data
✅ Production	Parquet (Tiered Data Layer)	Enterprise Analytics & Automation	Tiers 0–3 as staged storage architecture feeding a GL variance scorecard system
🔶 Architecture	Microsoft Power Automate	Enterprise Analytics & Automation	Evaluated as Microsoft-native execution layer for AI-assisted workflow automation
🔶 Architecture	LLM-Assisted QA Workflows	Enterprise Analytics & Automation	Prototype pattern for reviewing Alteryx workflows, identifying schema drift, join issues, and business-rule risks
✅ Production	Context Engineering Workflows	Enterprise Analytics & Automation	Transforming complex business requirements into structured workflow specs, SOPs, validation plans, and reusable implementation blueprints
✅ Production	OCR / Vision-Based Form Extraction	Enterprise Analytics & Automation	Proof-of-concept extraction from specialized financial PDFs/forms; pytesseract, PyMuPDF, Pillow, openpyxl pipeline
✅ Production	OneStream	Finance Systems of Record	Consolidated financial system of record; GL data source for variance pipeline; bulk extraction layer
🔶 Architecture	BlackLine	Finance Systems of Record	Finance controls/reconciliation integration target for AI-assisted close process automation
🔶 Architecture	Workiva / WDesk	Finance Systems of Record	System-of-record / evidence repository in AI-assisted documentation and control environments
🔶 Architecture	Tableau	Enterprise Analytics & Automation	Reporting/analytics endpoint for AI-assisted pipeline outputs
✅ Production	SQL	Enterprise Analytics & Automation	Data extraction, transformation, and workflow logic throughout finance automation work
✅ Production	Excel / Excel 365	Enterprise Analytics & Automation	Rule engines, variance analysis, fixed-layout workbooks as YAML+Markdown evidence dossier delivery layer
🔶 Architecture	ChatGPT Advanced Voice (enterprise eval)	Enterprise AI Assistants	Evaluated for live process capture, demo narration, workflow explanation, and voice-driven documentation

Personal Research & Homelab 80 tools

Independent exploration, side projects, and architecture R&D — where I can move at the speed of the tech rather than the speed of enterprise procurement.

Tier	Tool / Platform	Category	Context
✅ Production	Claude (claude.ai / Anthropic API)	Frontier LLMs / AI Assistants	Primary reasoning partner; multi-pass document generation, agentic workflows, structured validation layers, retirement planning pipeline, architectural R&D
✅ Production	Claude Code	Frontier LLMs / AI Assistants	CLI coding agent; built retirement planning .docx pipeline with Scout Agent meta-orchestration, 5-pass style critic, XML-level docx surgery, internal hyperlinks, bold auditing
✅ Production	ChatGPT / GPT-4 / GPT-4o / GPT-4.5	Frontier LLMs / AI Assistants	Reasoning, prompt engineering, workflow design, document generation, data analysis, architecture collaboration
🔷 Conceptual	GPT-5 Family	Frontier LLMs / AI Assistants	Frontier model exploration and capability comparison
🔶 Architecture	Custom GPTs	Frontier LLMs / AI Assistants	Reusable assistants for structured outputs, process documentation; evaluated as retrieval front-end for RAG pipeline
🔶 Architecture	OpenAI API	Frontier LLMs / AI Assistants	Structured automation, LLM-assisted pipelines, and workflow orchestration experimentation
🔷 Conceptual	OpenAI Realtime API	Frontier LLMs / AI Assistants	Live voice agents, low-latency transcription, and second-brain retrieval concepts
🔷 Conceptual	Whisper / OpenAI Whisper	Frontier LLMs / AI Assistants	Local or API-based speech-to-text transcription workflows
🔷 Conceptual	OpenRouter	Frontier LLMs / AI Assistants	Comparing models and routing prompts across multiple LLM providers
🔶 Architecture	OpenAI Codex / Codex CLI	Coding Agents & Orchestration	Local coding workflows, markdown handoffs, project orchestration, SEC filing pipelines, deck/SOP generation, automation scaffolding
🔶 Architecture	Agents.md Pattern	Coding Agents & Orchestration	Repository-level agent instruction files for repeatable coding-agent governance
🔷 Conceptual	MCP Servers	Coding Agents & Orchestration	Giving agents controlled access to files, Kubernetes, TrueNAS, and other resources without broadly exposing credentials
🔷 Conceptual	MCP Filesystem Server	Coding Agents & Orchestration	Controlled agent file access and NAS handoff boundaries
🔷 Conceptual	Hermes	Coding Agents & Orchestration	Local/personal agent interface for automation, MCP access, Telegram interaction, NAS workflows, and controlled file operations
🔷 Conceptual	Telegram Bot Interface	Coding Agents & Orchestration	Potential front end for Hermes / personal assistant workflows
🔷 Conceptual	LiteLLM	Coding Agents & Orchestration	Model-routing layer for local models plus frontier fallback via API keys
🔷 Conceptual	Open WebUI	Coding Agents & Orchestration	Local model interaction, homelab deployment, and agent/model front-end use
🔶 Architecture	Zencoder	Coding Agents & Orchestration	Evaluated head-to-head vs Claude Code for multi-agent repo work; assessed as redundant given existing pipeline architecture; multi-model arbitrage path identified
🔶 Architecture	n8n	Coding Agents & Orchestration	Designed grocery monitoring orchestration architecture; evaluated as automation backbone for scheduled multi-store scraping
✅ Production	IFTTT	Coding Agents & Orchestration	Home automation across Samsung Galaxy + Samsung Watch ecosystem
🔶 Architecture	OpenClaw (VPS)	Coding Agents & Orchestration	Designed as scheduled scraping/orchestration host for grocery monitoring; assessed alongside n8n for complementary roles
🔶 Architecture	Claude Cowork / Dispatch	Coding Agents & Orchestration	Evaluated for grocery monitoring orchestration; assessed as not production-ready for scheduled unattended tasks at time of evaluation
🔶 Architecture	FAISS	RAG & Document Intelligence	Local vector search for SEC filing analysis and document retrieval workflows
🔶 Architecture	dsRAG	RAG & Document Intelligence	Improved retrieval architecture for SEC filing analysis
🔶 Architecture	BM25 / Lexical Retrieval	RAG & Document Intelligence	Pragmatic RAG path for constrained environments (no GPU, no vector DB server); runs in Alteryx
🔶 Architecture	Vector Embeddings	RAG & Document Intelligence	Second-brain retrieval, SEC filing analysis, internal knowledge search
🔷 Conceptual	Nomic Embed Text v1.5	RAG & Document Intelligence	Embedding model candidate for retrieval/RAG workflows
🔷 Conceptual	BGE Reranker v2 M3	RAG & Document Intelligence	Reranking model for improving retrieval quality after initial vector search
🔶 Architecture	Chunking / Contextual Chunking	RAG & Document Intelligence	Scalable RAG over 10-K / 10-Q filings and procedural documents
🔶 Architecture	Metadata Tagging	RAG & Document Intelligence	SEC filing analysis and structured retrieval
🔷 Conceptual	Second Brain Retrieval	RAG & Document Intelligence	Live meeting/panel support using real-time transcription feeding retrieval
🔶 Architecture	SEC EDGAR API	RAG & Document Intelligence	RAG/document-analysis pipeline for public company filings (10-K / 10-Q)
🔶 Architecture	HTML / iXBRL Filing Processing	RAG & Document Intelligence	Preferred source format for downstream LLM/RAG processing of SEC filings
✅ Production	Apify	RAG & Document Intelligence	Production eBay sold listings scraping for Pokémon PSA grading pipeline; ~2,914 PSA comps across 119 cards
🔶 Architecture	llama.cpp / llama-server	Local LLM / Homelab Inference	Local inference, GGUF model serving, CPU/GPU local model experimentation
🔶 Architecture	GGUF Models	Local LLM / Homelab Inference	Local quantized model format for llama.cpp-style inference
🔷 Conceptual	vLLM	Local LLM / Homelab Inference	Efficient local/server inference and high-throughput model serving
🔷 Conceptual	Text Embeddings Inference (TEI)	Local LLM / Homelab Inference	Embedding service deployment
🔶 Architecture	RunPod	Local LLM / Homelab Inference	Cloud GPU experimentation, RAG workflows, model testing, and burst compute
🔶 Architecture	NVIDIA GPUs / CUDA Stack	Local LLM / Homelab Inference	Local inference, ComfyUI, RunPod, and multi-GPU architecture planning
🔷 Conceptual	PyTorch	Local LLM / Homelab Inference	Model experimentation and GPU workloads
🔶 Architecture	Hugging Face Transformers	Local LLM / Homelab Inference	Local/open-source model usage
🔷 Conceptual	Hugging Face Datasets	Local LLM / Homelab Inference	Model/data workflows
🔷 Conceptual	Accelerate	Local LLM / Homelab Inference	Model loading/training/inference workflows
🔷 Conceptual	PEFT / LoRA / QLoRA	Local LLM / Homelab Inference	Efficient fine-tuning concepts
🔷 Conceptual	bitsandbytes	Local LLM / Homelab Inference	4-bit quantization and memory-efficient model usage
🔷 Conceptual	DeepSpeed / DDP	Local LLM / Homelab Inference	Distributed/multi-GPU training or inference concepts
🔷 Conceptual	Kubernetes / k8s	Local LLM / Homelab Inference	Hosting local AI services, model endpoints, agents, and infrastructure
🔷 Conceptual	ArgoCD	Local LLM / Homelab Inference	GitOps-style deployment of local AI/homelab services
🔷 Conceptual	Grafana	Local LLM / Homelab Inference	Monitoring local AI infrastructure
🔷 Conceptual	TrueNAS	Local LLM / Homelab Inference	Local file storage / AI workspace architecture
🔷 Conceptual	Docker / Containerized Services	Local LLM / Homelab Inference	Local AI deployment, Open WebUI, model serving, and MCP architecture
🔷 Conceptual	Qwen3-14B / Qwen3-32B	Local / Open-Source Models	Local LLM planning/experimentation
🔷 Conceptual	Qwen2.5-Coder-7B / 32B	Local / Open-Source Models	Local coding model candidates
🔷 Conceptual	Qwen2.5-VL-7B-Instruct	Local / Open-Source Models	Vision-language model candidate
🔶 Architecture	Qwen Image Edit	Local / Open-Source Models	Image editing, compositing, realism refinement, prompt development
🔷 Conceptual	StarCoder2	Local / Open-Source Models	Coding model candidate
🔷 Conceptual	DeepSeek-Coder-V2-Lite	Local / Open-Source Models	Coding model candidate
🔷 Conceptual	LLaMA Family	Local / Open-Source Models	Local/open-source model architecture discussions
🔷 Conceptual	Nemotron 3 ASR / NVIDIA ASR	Local / Open-Source Models	Local speech-to-text / meeting transcription
🔷 Conceptual	Z-Image Turbo	Local / Open-Source Models	Image-to-image / creative generation experimentation
🔷 Conceptual	Nano Banana Pro	Local / Open-Source Models	Image generation / creative concept work
🔷 Conceptual	GPT-2 / GPT-Neo	Local / Open-Source Models	Earlier/open model experimentation references
🔷 Conceptual	Realtime Meeting Transcription + Second-Brain Retrieval	Voice, Transcription & Meeting AI	Architecture concept: live speech → transcription → knowledge base search → low-latency response preparation
🔶 Architecture	ChatGPT Advanced Voice	Voice, Transcription & Meeting AI	Live process capture, voice-based workflow explanation, and demo support
🔷 Conceptual	ComfyUI	Image Generation & Creative AI	Local/cloud image-generation workflows
🔷 Conceptual	A6000 / RunPod Image-Generation Compute	Image Generation & Creative AI	GPU rental for image generation
🔶 Architecture	Vision Models (general)	Image Generation & Creative AI	Screenshot interpretation, form extraction, workflow review, document processing
✅ Production	pytesseract	OCR, PDF & Document Parsing	OCR extraction from PDFs/images in form-automation workflows
✅ Production	PIL / Pillow	OCR, PDF & Document Parsing	Image handling in OCR workflows
✅ Production	PyMuPDF / fitz	OCR, PDF & Document Parsing	PDF parsing/rendering in extraction workflows
✅ Production	openpyxl	OCR, PDF & Document Parsing	Excel template population after document extraction
✅ Production	Regex Parsing	OCR, PDF & Document Parsing	Structured field extraction from OCR/document text
✅ Production	PDF-to-Excel Extraction Workflows	OCR, PDF & Document Parsing	Form automation, value lookup, validation, and audit-support patterns
✅ Production	python-docx / docx-js	OCR, PDF & Document Parsing	Retirement planning pipeline: XML-level .docx surgery, table formatting, internal hyperlinks, bold auditing
🔶 Architecture	Proofpoint	OCR, PDF & Document Parsing	Evaluated for email voice profile extraction; assessed as superior to Outlook VBA due to native JSON export and Exchange journaling
🔶 Architecture	VBA / Outlook VBA	Workflow Automation / AI-Adjacent	Evaluated as lightweight execution path for AI-generated structured outputs
🔶 Architecture	Looker Studio	Workflow Automation / AI-Adjacent	Personal inventory/dashboarding project context
🔶 Architecture	Google Sheets	Workflow Automation / AI-Adjacent	Personal inventory and activity-log automation context
🔷 Conceptual	GitHub Desktop / GitHub Workflows	Workflow Automation / AI-Adjacent	Website/project publishing and local development handoffs