60-Min Live Build Session

Automate Painful Finance Tasks - Without Losing Your Audit Trail

Thursday 24th September - 2PM EDT (8PM CEST)

Build 3 AI workflows - reconciliation, cash forecasting, and CFO reporting - in tools you already have - then see them run on a live ledger where every number traces back to its journal entry.

What You'll See

It's late 2026 and most finance teams are still running operations the slow and painful way. Exporting bank files. Matching in Excel. Rebuilding the cash forecast every time someone pings you an e-mail. And writing commentaries by hand. You've tried AI, but it's still 80% manual, and the same mind-numbing cycle repeats every week.

This live AI build session shows you how to fix this straight away. You'll see how to use AI tools you already have to handle reconciliations, cash forecasting, and reporting. Then you'll see what happens when AI is connected straight to your data, so you never have to worry about import/exprt errors (or your audit trail) again. For teams that live and die by their controls, be confident that every number is sourced, and every check leaves an audit trail that builds itself as you go.

Whether you want to win back hours every week, close faster, or walk into audit season without the dread, this is the most practical hour you'll spend on AI this month.

  • Bank Reconciliation in Three Steps

    How to match a messy bank statement to your GL in three steps and get a clean list of what reconciled and what didn't - without a single formula.

  • 13-Week Cash Forecast from One Export

    How to turn one bank export into a rolling 13-week cash forecast you can trust, in the time it takes you to clear down your inbox.

  • The One-Page Cash Story

    What a one-page cash story for your CFO looks like when AI writes it from raw transactions. Exec-ready, with no slides to format.

  • Why Live Data Beats a Snapshot

    Why a forecast built on live transaction data beats a snapshot - and how it keeps updating itself as money moves, with every driver sourced.

  • Live-Ledger Reconciliation

    The live-ledger reconciliation. No CSV export, no copy-paste, with every match traced back to the journal entry behind it.

  • Auto-Generated Narratives with Full Audit Trail

    How to auto-generate a narrative from your live ledger, with every number sourced to its entry and an audit trail you never have to rebuild.

Your Hosts


“The #1 AI in Finance influencer. 15 years in corporate finance at PwC and Thales, including 7 years as a PwC auditor — so AI meets the accuracy and audit bar finance demands. Has trained 10,000+ finance professionals at companies including KPMG, Mercedes-Benz, Siemens, and Carlsberg.”

“Former Global Revenue Controller at PagerDuty, where he led revenue accounting through the 2019 IPO and eight years of hypergrowth, following finance roles at Glassdoor and VCE. He'll demo the live-ledger reconciliation. ”
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Join the Build Session

Build the workflows Live, and use them straight away.