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 CFOs audit-ready traceability and AI-ready governance — without replacing the ERP. 8 weeks to first value.
Questions? pavel.dolezal@keboola.com