Building an AI-native Finance Team
Building an AI-native Finance Team
Most finance teams use AI the same way today. One person opens a chat, uploads a file, gets an answer, and copies it somewhere else. That works for one-off tasks, but nothing is shared across the team, nothing can be audited, and none of it is reusable.
This workshop is about the next step: going from personal agents to team agents, and then to finance processes rebuilt with AI from the start.
We’ll cover:
Where AI in finance stands today, and where personal agents fall short for a team
What AI is good at right now, and what people on the team still need to own
Turning AI output into tested, repeatable apps where auditability matters
How to design work so agents, apps and people work together across FP&A, Rev Ops, Data and Accounting
A live example: from a single prompt to a process that runs every month
Led by Sowmya Ranganathan, co-founder of Lumera and former Controller at OpenAI and Rippling.
This session is for CFOs and finance leaders. Hosted by Lumera.