AI in Action: Building A Modern, High-Scaling Finance Function

When Northspyre outgrew Excel, CFO Jacob Walls partnered with Una to embed AI into the core of their financial operations. By replacing manual gatekeeping with machine learning, Northspyre now uses predictive algorithms to project business development capacity and navigate a volatile macro environment marked by high seasonality.

This session explores how Northspyre scaled its finance function without increasing headcount. Discover how Una’s open collaboration features transformed static data into a dynamic engine, allowing the team to maintain agility and precision in an ever-shifting market.

This topic represents the evolution of the CFO’s office from a reactive back-office function to a proactive, tech-driven engine that provides investor-grade insights in real-time.

Learning Objectives:

• Deploying Agentic AI: Moving beyond static dashboards to AI-driven variance analysis and forecasting.
• Automated Anomaly Detection: Utilizing AI to proactively identify budget risks and operational irregularities before they impact the P&L.
• The AI-Ready Tech Stack: A blueprint for replacing legacy spreadsheets with an intelligent modeling platform capable of delivering high quality insights.

This webinar is eligible for 1 CPE credit.