AI Agents for Finance & Ops — Without the Engineering Setup
You've seen the demos. Power users building incredible AI agent workflows with Claude Code, MCP servers, and custom automations. Cross-referencing data across systems, producing reports, drafting emails, all autonomously.
It looks amazing. But between your actual workload and zero IT support, when would you set that up?
If you work in finance or operations, you have the same messy data problems those demos are solving. Chargeback claims that need cross-referencing against shipment records. Master data that's drifted across your ERP and warehouse systems. Reconciliations that eat your entire week. You just don't have a developer background or IT support to build the agentic setup.
In this session, we'll show you:
→ What a real Claude Code / Cowork setup looks like for finance workflows and what it actually takes to get there
→ Live demo: an AI agent that cross-references 9 retailer chargeback claims against shipment logs and contract terms, identifies recoverable revenue, and drafts a dispute email with evidence
→ Live demo: master data cleanup across ERP and warehouse exports: duplicate detection, data quality audit, executive summary in two minutes
→ How to get agentic AI capabilities without terminal commands, MCP configs, or IT tickets
This is for you if:
You spend your week pulling exports from multiple systems, cross-referencing in Excel, and producing reconciliations or reports that should take minutes but take days. You've been curious about AI agents but every demo you've seen assumes you want to work with a terminal.
Bring your messiest workflow. We'll discuss it live.