Finance Breakfast San Francisco — Working AI for Your Finance Stack

​Who this is for

​CFOs and senior finance leaders at:

• ​PE-backed companies managing multiple portfolio companies or subsidiaries

• ​High-growth companies post-acquisition (rollup, merger, cross-border expansion)

• ​Series C+ companies approaching audit-readiness or pre-IPO

• ​Any finance team where the numbers don't match across ERP, BI, and the board pack

​Not for: early-stage or anyone still deciding whether AI matters for finance. You know it does. This is about the how.

​What we'll cover

• ​Why AI fails on financial data — and the one structural fix that changes it

• ​The three-step sequence that made the difference at companies that got it working (consolidate → govern → AI on top)

• ​The lone CFO problem: what happens when you're the only person on your team experimenting with this — and how to not be the single point of failure

• ​Build vs. buy in 2026: the new benchmark isn't "6-month implementation" — it's "faster than a CFO can build it on a weekend with Claude"

• ​Live example: 70% reduction in FP&A reporting time — what they did first, what they did second

​Format

​15 people. Invite and confirmation only. 2.5 hours.

​8:30 Coffee & breakfast9:00 The accuracy gap — why AI lies on financial data9:15 The three-step fix — with live demo9:45 CFO perspectives — what's actually working10:00 Your AI-readiness gap: open discussion

​No vendor pitch. No slides that could have been an email. If you leave withoutsomething actionable, we failed.

​Hosted by Keboola

​Keboola Financial Intelligence unifies financial data across ERPs, giving CFOsaudit-ready traceability and AI-ready governance — without replacing the ERP. 8 weeks to first value.

​Questions: [email protected]