AI for CFOs & Finance Professionals (AIFP): Optimising Your Finance Workflows with Claude
About this session:
You don’t need to replace how your finance team works. Learn how to make it faster with Claude, starting with the workflows you already run.
Most CFOs already believe AI will change finance. In our July poll of 31 CFOs, 90% expected a transformational impact within two years, yet 68% hadn’t started a pilot. The gap isn’t belief. It’s knowing where to begin.
This session shows a practical starting point: optimise the way your team already works. No rip-and-replace, no new systems to implement. You’ll see how Claude can speed up the finance workflows you run today, and how to choose the first one to tackle.
What we’ll cover
Why start with workflows, not tools (5 mins).
Why so many finance teams are stuck at the pre-pilot stage, and why mapping the work comes before choosing the technology. Map the workflow, find the friction (10 mins).
A simple method for spotting the repetitive, rules-based, time-heavy steps in R2R, P2P, O2C and FP&A, and ranking them by effort saved and risk. Live demos on existing workflows (20 mins).
Real examples of Claude working with the tools your team already uses:
Accruals and journal prep
Cash forecasting and variance commentary
Month-end close
Management pack drafting from Excel
What stays human (5 mins).
Review points, approvals and audit trail, so you can see exactly where control sits. Your first optimisation in 30 days (5 mins).
A one-page action plan you can take back to your team. Q&A and exclusive offer (10 mins).
Bring your questions. Attendees can choose either a free workflow assessment or a one-week trial of the ThinkAIWork platform.
We’ll also share an invitation to our AI for CFOs breakfast on 24 November, which focuses on month-end close using AI.
Who should attend
CFOs and Finance Directors
Financial Controllers and Heads of Finance
FP&A leaders and Finance Managers
Fractional CFOs and finance consultants
Accounting and audit firm leaders exploring AI for their clients
Ideal if you’re curious about AI in finance but haven’t yet run a pilot, or if you’ve experimented and want a structured way to scale.
What you’ll take away
A framework to find and rank AI opportunities in your finance workflows
Live examples you can replicate with Claude
Clarity on where human review and control still matter
A one-page 30-day action plan
Places are limited. Register now to secure your spot.
Speakers
Rahul Jain, Founder & CEO, Selona
Atul Kulshreshtha, Grobyz