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FI-AI2 Session 9 (of 12) AI Agent: Automate Your SME Financial Repoting
By Founder Institute
Online event
Description
Are you tired of feeling like the finance person in your business is perpetually stuck in reactive mode? Juggling collections calls, hunting down missing receipts, and trying to pull together a report that's useful today—not next week? You know your job is to focus on growth, strategy, and securing the bag... but the daily grind keeps pulling you down.
CFO Superpowers: Build Your AI Financial Agent with n8n!
Stop Drowning in Spreadsheets and Start Surfing the Cash Flow Wave!
You know your job is to focus on growth, strategy, and securing the bag... but the daily grind keeps pulling you down.
Good news! We're showing you how to permanently change that dynamic. Join us for a high-energy, hands-on workshop where we'll show you step-by-step how to deploy an n8n Automation AI Agent specifically designed for Financial Management & Reporting. This isn't just theory; it's about building a tireless, digital Chief Financial Operating Officer to handle the hustle while you focus on the future! Get ready to unlock the secrets to financial discipline and expansion!
Main Action Points: What We're Building Together!
In this session, you'll see exactly how to automate key financial activities, freeing your team (or you) to focus on high-impact strategic work. We'll be covering:
- Turbo-Charge Reporting: Learn to build workflows that pull data from various sources (CRM, accounting software, spreadsheets) and instantly generate Fast Reports that alert the team to success, failure, and where those "small costs" are secretly adding up. Data-driven decisions start NOW!
- Negotiate Like a Pro: Automate the preparation and flagging of supplier payment data. Discover how to use real-time cash flow analysis to support immediate outreach for Better Supplier Terms (think 30-day terms and sweet 5% discounts!) that boost your bottom line straight away.
- Collections Hustle, Automated: Set up an n8n Agent to track outstanding invoices, send friendly (but firm!) automated reminders, and alert your team when it's time to "get on the phone and talk that money across the line." Say goodbye to late payments and hello to optimized cash flow!
- Investor-Ready Docs, Always: Configure your agent to compile and organize all the necessary supporting documents needed for Access to Finance or Investment. When it's time to expand, you'll have a perfectly polished, data-backed pitch deck ready at the push of a button!
✨ Your 3 Main Takeaways for Financial Freedom!
After this workshop, you won't just have notes—you'll have actionable, game-changing tools and insights:
- A Custom Financial AI Blueprint: You'll walk away with the exact n8n workflow template and knowledge to deploy an AI Agent that instantly monitors and optimizes the 4 pillars of financial health: Reporting, Collections, Supplier Terms, and Finance Readiness.
- Financial Fear Transformed into Confidence: You'll know how to delegate repetitive tasks to your agent, eliminating the stress of having to do all the time-consuming financial monitoring purely on your own, allowing you to focus on strategy and growth.
- A Clear Path to Scaling: You'll understand how optimized cash flow and instant access to performance data make it easier to stay oversubscribed and confidently attract the necessary investment and budget to accelerate your business expansion!
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Highlights
- 1 hour 30 minutes
- Online
Location
Online event
Organized by
Founder Institute
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