AI in Finance: Hacks to Hands-On Workflows
Hosted by Varun DB, CFO – Spendflo
After the overwhelming success of the Spendflo AI Summit, where Varun teamed up with Nicolas Boucher to showcase practical AI finance hacks, the finance community wanted more.
So, we’re back, with an exclusive hands-on workshop designed just for finance and operations professionals looking to make AI part of their daily toolkit.
💡 What You’ll Learn
This session dives deep into real-world, immediately actionable AI use cases to help finance and ops leaders:
Streamline their day-to-day work
Boost team productivity and communication
Tell better stories with data
🧠 Inside the Workshop
Smarter Finance & Ops Workflows
Discover use cases that make your (and your team’s) work life easier — from automating manual reporting to enhancing strategic storytelling.
1️⃣ Mastering ChatGPT in Finance
Understand when and how to use ChatGPT effectively — across direct interfaces, deep research, agent mode, and connectors — plus practical prompting frameworks that drive value.
2️⃣ Automation with Python
Explore real-world finance automations built through ChatGPT — from reconciliations to forecasting scripts.
3️⃣ Automation with AppScript
See how ChatGPT can help you build and maintain AppScript automations for your finance stack — in minutes, not hours.
4️⃣ Making Spreadsheets Fabulous
Take your spreadsheets to the next level with ChatGPT-powered:
Complex formula building
Advanced visualization & dashboards
Forecasting models
Storytelling with data
5️⃣ Exploring the New Wave of Agentic Tools
Get a guided tour of next-gen AI tools:
Agentic browsers: Strawberry, Comet, Atlas, Perplexity
