AI for Finance:
Weekly live workflows for real teams
Each series picks one theme and unpacks it across weekly sessions with finance leaders, customers, and the FinanceOS team.
A working session, not a sales pitch.
Three things make our workshops different from every other AI-in-finance webinar you've sat through.
Real examples
Hands-on demos of AI tools finance teams are using today — from spreadsheet automation to intelligent workflows and beyond.
Based on your needs
Real use cases sourced from our subscribers. We ask you what you want to see next. If you've got a workflow worth solving, suggest it to us.
The race for governed data
See where AI in finance is heading and why the teams moving fastest are the ones who've already locked down their data governance.
From prompting to planning
The best place to start bringing AI into finance — six practical sessions, built for real finance teams.
- W01 May 13 AI-powered forecasting, in practice
- W02 May 20 Claude in Excel: a live walkthrough
- W03 May 27 AI for regulatory reporting
- W04 Jun 3 Always-on scenario analysis
- W05 Jun 10 Customizing your LLM setup, Part 1
- W06 Jun 17 Building an AI-enhanced finance team
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