The CFO Show’s Post

Ever felt like you're always running out of time? Wave goodbye to the clock-eating tasks of financial planning because 𝐏𝐚𝐫𝐚𝐩𝐥𝐚𝐧𝐧𝐞𝐫.𝐚𝐢 is here to add hours back into your day! Here’s how we do it: 𝑨𝑰-𝑨𝒔𝒔𝒊𝒔𝒕𝒆𝒅 𝑬𝒇𝒇𝒊𝒄𝒊𝒆𝒏𝒄𝒚: Our AI doesn't just support; it accelerates. By automating the nitty-gritty details of paraplanning, you can focus on what you do best—connecting with clients and growing your business. 𝑪𝒐𝒎𝒑𝒍𝒊𝒂𝒏𝒄𝒆 𝑾𝒊𝒕𝒉𝒐𝒖𝒕 𝒕𝒉𝒆 𝑪𝒐𝒎𝒑𝒍𝒆𝒙𝒊𝒕𝒚: Our compliant automation processes make sure that you're always up to speed without slowing down. Think less time checking boxes, more time making strategic decisions. 𝑺𝒆𝒂𝒎𝒍𝒆𝒔𝒔 𝑺𝒐𝒇𝒕𝒘𝒂𝒓𝒆 𝑺𝒚𝒎𝒑𝒉𝒐𝒏𝒚: Integrate with CRMs and leading financial software like RightCapital, eMoney, and MoneyGuidePro. 𝑸𝒖𝒊𝒄𝒌 𝑻𝒖𝒓𝒏𝒂𝒓𝒐𝒖𝒏𝒅: Imagine having comprehensive, customized financial plans created or updated in just 48-72 hours. Yes, it's possible! Say hello to more time, more clients, and less stress. 𝐏𝐚𝐫𝐚𝐩𝐥𝐚𝐧𝐧𝐞𝐫.𝐚𝐢 isn’t just about keeping up; it’s about setting the pace. Join us, and let's make every minute count! ⏳🚀✨

As a CFO, you have a LOT on your plate. That makes it even more challenging to keep up with ever-changing regulations, technologies, and trends that are reshaping the finance world.    But fear not—we’ve done the legwork for you by compiling 24 smart, fresh ideas to make 2024 a game-changing year for your organization.    Download your CFO-centric guide now to unlock tips on:   - Preparing for impending regulations - Deriving real value from AI for finance teams - Automating financial processes ASAP - And much more!   2024 is sure to bring its share of surprises and these 24 tips will help you prepare for whatever comes your way. There’s no time to waste—get your copy today! Download Now: https://lnkd.in/gUxVwba7

Conversational Finance enables a finance user to ask natural language questions to financial systems and data, such as, "Can you show me expense GL accounts which have over 10% increase in fiscal 2023 compared to fiscal 2022?" The results? Charts, graphs and text - accurate and in real-time. Read how Conversational Finance reliably converts language to code: https://bit.ly/4aT3sEG #GenAI #LLMs

Explore our latest report on the State of Finance Digitisation, perfect for finance professionals looking to stay ahead of the curve! 📈 Uncover key trends, benchmark your digital maturity, and learn how to incorporate AI and automation into your finance tech-stack with confidence. Get your free copy (link in the comments below) 👇

Have you ever imagined reconciling financial records in minutes instead of hours, or even days? The future of finance is here, and it's called Copilot for Finance by Microsoft. I created a video to showcase how to use this tool to perform reconciliation in just few clicks and guide you through the process of installing Copilot for Finance into your own Excel application. It's an essential watch for anyone looking to streamline their financial workflows and stay ahead in the fast-paced world of finance. 👀 Watch the video, unlock the potential of AI in your financial tasks, and let's discuss the future of finance in the comments below! #Finance #Accounting #AI #MicrosoftCopilot #DigitalTransformation #Innovation #AIInFinance #CopilotForFinance #FutureOfFinance

🪄 APIs transform workflows for finance teams. Learn how and why in today’s journal, linked below.

Financial stability needs planning and discipline. Achieve it with Comeup.ai. #FinancialStability #DisciplinedExecution

Copilot for Finance is finely tuned to understand the nuances of finance roles, offering targeted recommendations within the Excel environment. That specialization sets it apart from the general assistant, as it caters specifically to professionals.

Time Equals Money! 💸⏰ Curious about the hours you could recover in your accounting or financial work? Embrace the power of AI-driven chatbots. Offering FREE 30-minute discovery calls to reveal your time-saving potential. Act now! DM to secure your slot! 🕒

As GenAI's use in financial reporting evolves, audit committees have an important role to play when it comes to understanding the tech, asking the right questions, and conducting effective oversight. Read The CAQ's recent publication to learn more about the role of audit committees in the age of GenAI: https://bit.ly/4dS2JFl