Finance / AP Track
Coming June 6
For Mike, Laura, Vincent, Ricardo, Brenda. AI for the monthly KPI cycle, expense audits, AP automation, variance analysis. Bank-rec quality, audit-ready, Fair Housing-clean.
What This Track Will Cover
- Running the monthly KPI cycle without Carlos in the loop
- Investigating expense audits with AI as a first-pass filter
- AP automation patterns that reduce data entry without losing controls
- Variance analysis with Claude — finding the story behind a number
- Recommended first runbooks: F1 KPI Cycle · F2 Expense Audit · Smart Bills + AP
- Recommended Claude agents: Financial Auditor · MHP Financial Controller · Finance Operations Expert