New series · Starts April 16, 2026 SERIES 00

3 AI workflows finance teams are adopting today

Pilot session

Format 1
Cadence Thursday · 11 AM ET
Length ~60 min · live Q&A
Series 00
3 AI workflows finance teams are adopting today
April 16, 2026 → April 16, 2026
About this series

Most AI demos in finance rely on static exports and partial datasets. This session shows what AI actually looks like when it's connected to live financial data, with three complete workflows built end-to-end in real time. You'll leave with practical use cases you can apply immediately and a better understanding of what it takes to operationalize AI inside finance.

Schedule One session per week, on the same day
  1. Week
    01
    Apr 16 · 11 AM ET · Aired

    Three AI workflows finance teams are adopting today

    Most AI demos in finance rely on static exports and partial datasets. This session shows what AI actually looks like when it's connected to live financial data, with three complete workflows built end-to-end in real time. You'll leave with practical use cases you can apply immediately and a better understanding of what it takes to operationalize AI inside finance.

    • Anna Yamashita
      Director of Solutions Consulting
      Speaker
    Watch the recording
You'll leave with
  • Build a complete finance workflow end-to-end, on live connected data
  • Create a board-ready narrative from actuals, budget, and forecast
  • Understand the prompting logic behind complex finance workflows
  • Answer ad hoc questions instantly, with full drill-down from summary metrics
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