Automating Finance & Advisory Workflows
Registration
Past Event
About Event
Raw client data shouldn't take hours to turn into insights. Join Iris Meng, Co-Founder of TabAI, on November 11 at 12PM EST to see how advisory teams are using AI to automate the grunt work between data dump and deliverable.
This demo-driven workshop will walk through scenarios finance and consulting teams face daily, such as messy datasets, repetitive formatting, and multi-client reporting, and show how TabAI streamlines it all inside Excel.
What You'll Learn
✔️ Fast data cleaning and standardization techniques with TabAI
✔️ How to automate client report generation and formatting
✔️ Use case scenario: raw data to polished deliverable in under 10 minutes
Perfect for advisory professionals who want to reclaim billable hours. Register now!