AI in the Finance Seat
How a finance leader with no coding background builds real infrastructure — the workflows, what they replaced, and what broke along the way.
View the deck →An ice cream company in Richmond, Virginia.
In January the most technical thing I'd done was build an Excel model. Six months later, my two-person team runs daily sales pipelines, a rolling cash-flow forecast, and an agent that reads payroll PDFs and posts the journal entries.
Now we're building our own ERP — I design the system, Claude writes the code.
How a finance leader with no coding background builds real infrastructure — the workflows, what they replaced, and what broke along the way.
View the deck →