Unlocking AI for Finance: Moving From Manual Work to Strategic Impact

February 25, 2026, 8:00-8:30AM PT/11:00-11:30 AM ET

As AI rapidly transforms every corner of business, finance teams stand at a pivotal moment. The vast majority of finance leaders say they’re investing in AI, envisioning smarter forecasting, faster closes, richer insights, and more flexible revenue strategies. Yes siloed agents and point tools can create new risks that finance teams need to be aware of when selecting scalable, reliable AI solutions. And 97% of SaaS teams say they remain weighed down by manual processes, legacy systems, and fragmented ownership — creating an “AI paradox” where ambition outpaces operational readiness. 

In this webinar, we’ll explore how finance organizations can break through that paradox and use AI as a practical, high-impact tool rather than a distant aspiration.

Key Themes We’ll Explore

• Elevating finance from reporting to strategy: How AI can automate labor-intensive tasks, freeing teams to focus on pricing innovation, strategic planning, and guiding the business through change.
• Creating the foundation AI needs to thrive: Clean data, modernized order-to-cash processes, and clear system ownership are essential for AI to deliver accurate insights and reliable automation.
• Reimagining workflows with intelligent automation: From revenue operations to reconciliations to forecasting, AI can streamline processes, reduce errors, and accelerate the financial close.
• Choosing the right AI path: build, buy, or something in between: How to evaluate AI solutions that truly understand order-to-cash, protect the accuracy of revenue-impacting numbers, and support connected, end-to-end workflows.

Why This Matters Now

Finance teams are under increasing pressure to move quickly, support business transformation, and provide forward-looking insights. AI offers a path to achieve this — but only when built on strong operational foundations.

This webinar will offer a clear, actionable roadmap for how finance teams can successfully adopt AI, modernize their processes, and shift from reactive work to strategic leadership.