[CFO Roundtable] Scaling Finance with AI: What’s working, and what’s next

Workforce intelligence
AI in Finance

AI is reshaping how finance teams operate, but the biggest change is not the tools. It is how CFOs and Finance leaders rethink workflows, accountability, and scale. In this panel discussion, finance executives from SeatGeek, Brex, and Vercel share how they are adopting AI inside the Office of Finance without sacrificing trust, controls, or compliance.

Whether you are modernizing FP&A, improving close processes, or evaluating new AI tools, this conversation offers real-world guidance from operators scaling high-growth companies.

In this session, you will learn how finance teams are using AI to:

  • Move from reactive month-end workflows to proactive, predictive operations
  • Automate variance analysis, flux reporting, and repetitive manual tasks
  • Build internal AI tools without dedicated engineering resources
  • Decide what to build versus buy and measure ROI
  • Create secure sandbox environments for experimentation
  • Balance automation with auditability, compliance, and human review

No theory. No hype. Just practical lessons on implementing AI in finance teams, improving productivity, and building a finance tech stack that scales with the business.