How I Automated My Finance Processes (and Saved 8+ Hours a Month)
Month-end close is coming.
You know what that means - late nights, spreadsheet crashes, and that sinking feeling when the numbers don't tie out.
You're manually pulling data, reconciling accounts, and chasing down variances while execs wait for answers.
What if month-end could actually be... manageable?
Join us for our next event:
How I Automated My Finance Processes (and Saved 8+ Hours a Month)
Allison James, CFO, CPA, and AI Enthusiast, will walk you through her complete finance automation stack that transformed her team from report-builders into strategic advisors.
You'll see exactly how she built:
The reporting engine that eliminated month-end chaos - automated QBO pulls, budget matching, and one-click PDF reports
An Accounts Receivable dashboard that keeps cash flowing - real-time collections visibility without spreadsheet juggling
Accounts Payable automations that run themselves - from invoice processing to automated approvals
This session is perfect for:
CFOs tired of being the bottleneck for insights
Controllers who want customizable visibility
Finance teams ready to escape manual reporting
Leaders who want strategic finance function
Allison will show you the exact tools and workflows that gave her team their time back.
Ready to turn your finance chaos into a machine that nearly runs itself?