AI Agents for Finance Teams Workshop
About this Workshop
Month-end close processes still rely heavily on spreadsheets, Slack communications, invoice chasing, and time-consuming checks that take up half of your week. Finance teams are expected to not only move quickly but also maintain control and provide contextual answers to every business question.
👉 Join us for a hands-on workshop led by Matthieu Mourey, Head of Finance at Dust, and Leonardo Lucatorto, Head of Partnerships at Spendesk.
💻 What to Bring: Your laptop and one finance task you want to automate.
What You'll Leave With: A functioning agent 🤖, practical insights from fellow finance professionals, and a clearer perspective on safe automation for your team.
We’ll actively build around common workflows faced by finance operators each week:
- Accounts Receivable (AR) aging dashboard
- Month-end close agent, trackers, and follow-ups for missing items
- Budget, spend, and variance explanations from complex contexts
- Finance Q&A agents grounded in policies, systems, and historical decisions
- Spending control agents
Agenda:
- 18:30 — Doors open, drinks 🍹
- 19:00 — Dust walkthrough: from initial agent to shared finance workflows
- 19:15 — Spendesk use cases & agent demo showcasing MCP features
- 19:35 — Finance use cases: leveraging agents without relinquishing control, presented by Matthieu, Head of Finance at Dust
- 19:45 — Guided build session
- 21:00 — Sharing of creations, questions, and peer feedback
- 21:30 — Wrap-up
About the Hosts:
Dust is a multiplayer AI system designed for seamless human-agent collaboration, providing teams with a shared environment for leveraging company knowledge, tools, and goals. This transformation facilitates a shift from isolated AI applications to collaborative finance workflows.
Spendesk is the comprehensive spend management platform for finance teams, offering corporate cards, expenses, invoices, and accounts payable in one streamlined space. Real-time spend data integrates effortlessly into AI agents like Dust, enabling finance teams to automate spend workflows and reporting through conversation—no exports required.
Who’s This For:
- CFOs and Finance Directors who are still involved in manual workflows
- Finance operators and Finance Ops teams
- Controllers, FP&A, and accounting leaders
📍 Location: London | July 23 evening
Spots are limited and curated, with each RSVP being reviewed. RSVP here — Securing your place is essential!
