Turn AI into audit-ready outputs you can actually act on with FinanceOS
Most AI demos in finance look impressive, but fall apart in practice. They rely on static exports, partial datasets, or outputs that cannot be traced back to source systems. That creates risk, not confidence.
In this session, you’ll see how AI actually works when it is connected to live financial data through FinanceOS.
In this webinar, you’ll learn how to:
- Build a complete finance workflow end-to-end, on live connected data
- Build a board-ready narrative from actuals, budget, and forecast, including variance analysis and executive commentary
- Understand the prompting logic behind complex finance workflows, and what working with AI realistically looks like in practice
- Answer ad hoc questions instantly, with full drill-down from summary metrics to underlying transactions
You’ll leave with practical use cases you can apply immediately, and a clear understanding of what it takes to operationalize AI inside finance.
Speakers
Anna Yamashita is part of the Datarails team focused on applying AI to real finance workflows. She works directly with finance teams to implement practical use cases across reporting, planning, and decision-making, with a focus on outputs that are accurate, traceable, and usable in high-stakes environments.
Moderator
