Hacking Finance #10: Agents in the CFO Workflow
Truewind
21 views
Most finance teams now know an agent is something they could build, but were does it belong in the month?
In Session 10 of Hacking Finance, Alex Lee whiteboards the anatomy of a finance month from close through reporting and forecasting, then maps each piece to the kind of agent that could handle it. The goal is a framework you can take back to your own calendar and apply the same day.
Scot Mollot follows with a live build. He'll walk through an FP&A agent that pulls the monthly profit and loss and balance sheet from QuickBooks, detects the close period, maps every account to the right line in a financial model, and populates the model from top to bottom.
Bring your questions, your workflows, and your half-built agents, because we'll have an open Q&A.
Get ready for a practical view of agents in the monthly workflow, built by people who work in it every day.
Hacking Finance #10: Agents in the CFO Workflow
Truewind
21 views
Most finance teams now know an agent is something they could build, but were does it belong in the month?
In Session 10 of Hacking Finance, Alex Lee whiteboards the anatomy of a finance month from close through reporting and forecasting, then maps each piece to the kind of agent that could handle it. The goal is a framework you can take back to your own calendar and apply the same day.
Scot Mollot follows with a live build. He'll walk through an FP&A agent that pulls the monthly profit and loss and balance sheet from QuickBooks, detects the close period, maps every account to the right line in a financial model, and populates the model from top to bottom.
Bring your questions, your workflows, and your half-built agents, because we'll have an open Q&A.
Get ready for a practical view of agents in the monthly workflow, built by people who work in it every day.