Course Description

Finance teams are spending more time reconciling data, validating transactions, and building workpapers than actually analyzing the business. The problem isn't effort. It's that no system has ever owned financial data integrity end to end.

Join Chris Wallace with Safebooks AI to see what it looks like when AI agents actually run finance operations, not assist with them. You'll learn how agentic AI differs from traditional automation, how agents operate across Order to Cash, Procure to Pay, T&E, Payroll, and Financial Close, and how finance teams use natural language to configure controls, build workpapers, and get answers from their data without writing a single line of code.

Learning Objectives

• Identify what separates agentic AI from rules-based automation and AI-assisted tools
• Recognize how AI agents operate end-to-end financial processes grounded in your actual data and policies
• Explore how natural language interfaces change what finance teams can configure, monitor, and automate without IT dependency
• Discover Safebooks AI through a live demo: querying financial data, building repeatable controls, and generating audit-ready workpapers in real time

Prerequisites

• None

Who Should Attend

CPAs, accounting/finance professionals and leaders.