AI in Finance: From Reporting to Real-Time Decision Making

The event will be held in Hebrew.
Round trip Uber/taxi rides from the kibbutz (Tenafly/Cresskill) to Motek NYC and back will be covered. We’ll reach out before the event to coordinate transportation.
Embedding AI in Finance: From Experiments to Real Workflows
The problem is not access to AI.
It’s the data behind it.
Most outputs still rely on fragmented, unreconciled data, which makes them hard to trust, impossible to repeat, and risky to share.
Finance leaders are expected to move faster, deliver better insights, and stay in control.
So the real question is not whether to use AI. It’s how to connect it to consistent, governed financial data and make it part of the workflow.
This is not a talk. It’s a set of small roundtable discussions with peers facing the same challenges.
In this intimate dinner, we’ll discuss:
What’s actually working today in AI for CFOs
Why most teams are stuck in experimentation
How to move to trusted, repeatable outputs
Part of the Bereisheet Tech Finance Community.
Roundtable Host:
Aviv Canaani
Chief Revenue Officer, Datarails

Aviv leads marketing, sales, and partnerships at Datarails. He joined as VP Marketing and later stepped into the CRO role as the company scaled, helping transition the go-to-market motion toward inbound.
David Rosenberg, Chief Customer Officer at Datarails

David is the chief customer officer at Datarails, leading the customer from the day they sign throughout their journey with Datarails. David leads the implementation teams, support and CSM's. He joined the company 4.5 years ago after working for 15 years in several roles in the BI and analytics world.
About Datarails:
Datarails is the only AI-native financial platform providing a single source of truth for the CFO's Office across FP&A, cash management, spend control, and month-end close. Through seamless data consolidation, uniting financial and operational data, Datarails offers FiannceOS, the unified finance platform where all workflows and data come together to deliver actionable insights for businesses. As the most flexible and scalable solution, Datarails lets you stay within Excel and our web-based platform, transforming the CFO's Office into the home of business insights for any business, in any sector, at any stage.