From augmentation to automation

AI for Finance

Glenn Hopper

Head of AI, VAI Consulting

$$

connected.png

AI for Finance

How finance gets smarter

Efficiency through systems

  • In finance, real efficiency comes from systems, not just analysis

$$

AI + automation = streamlined finance

  • Combine language models with workflow automation
  • Simplify everything from data collection to reporting and decisions

Think in systems, not steps

  • See how each change affects the whole process

financeworkflow.png

  • Learn the mindset for scalable, transparent, real-world AI workflows
AI for Finance

The production line

factory.gif

AI for Finance

Before

Manual month-end close

  • Download data from ERP - Excel - Word - Email

  • Manually clean, calculate, and recheck links

  • Hours lost to repetition and formatting

  • Limited visibility and version control

After

Connected AI-assisted workflow

  • Extract your ERP data on a schedule
  • Use an AI system to validate the inputs
  • Use another AI system to draft commentary, and have an approval process before sharing with stakeholders

$$

Stages flow seamlessly from data -> decision

AI for Finance

Workflows in finance

$$

  • Forecasting
  • Variance analysis
  • Anomaly detection
  • Compliance and more

$$

AI assists with structured, repetitive steps, while humans focus on reasoning and storytelling

$$

worktogether.png

AI for Finance

Best practices

$$

  1. Map the main stages
  2. Assign roles
  3. Use structured prompts
  4. Measure and refine

$$

Build finance workflows that are efficient, auditable, and human-centered

bestpractices.png

AI for Finance

Scale and impact

$$

Workflows can be small or large

  • Small and personal: reconciling expenses with chatbots and file uploads

  • Large and enterprise-wide: AI forecasting in SAP

  • Different scales, same purpose

$$

Smarter, faster, and more resilient

aidash.gif

AI for Finance

Let's practice!

AI for Finance

Preparing Video For Download...