🗓 Thursday, 1 October 2026  ·  11:30am ET · 5:30pm CET  ·  60-Min Free AI Agent Build Session
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🛠 Free Live Build Session

3 AI Agents Every
CFO Needs in 2027

Build a Cash Dashboard, AI Collections & AI Reporting Agent with us live - dummy data & guide provided.

Thursday, 1 October 2026 · 11:30am ET · 5:30pm CET · 60 minutes · Free

🔒 Free · Recording sent to all registrants

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What You'll Build

3 AI Agents, Built Live - Ready to Use the Same Day

1
AI Cash Dashboard Agent
Give AI your bank transactions and invoice data and walk away. Have it organize and clean the data, reconcile it against the bank so the numbers can be trusted, then build a rolling cash forecast with a live dashboard on top - all from a single prompt. Plus, run scenarios: what happens if a big customer pays late or a big bill lands early?
Treasury & Cash Flow
2
AI Collections Agent
Have AI read your AR aging data, rank every overdue account by how much it's costing you, and leave five ready-to-send chase emails sitting in your drafts. You just hit send.
Accounts Receivable
3
AI Reporting Agent
Never copy numbers from Excel into PowerPoint again. Teach AI to build your slide style once, then turn raw numbers into a finished, on-brand board deck auto-generated every Monday at 8am. Then get it to write the team update in your own style and post it to Slack or Teams.
Board Reporting

Build These 3 Agents With Us - Free

Thursday, 1 October 2026 · 11:30am ET · 5:30pm CET · 60 minutes
Dummy data and a build guide provided. Recording sent to all registrants.

Free to attend · Seats are limited

Nicolas Boucher
AI Finance Club
Nicolas Boucher
#1 AI in Finance influencer · 50K+ finance pros trained at KPMG, Mercedes-Benz, Siemens & more.
Matt Hafemeister
CONCOURSE
Concourse
Matt Hafemeister
Co-Founder & CEO · 100+ finance departments · Backed by a16z, CRV & Y Combinator.
Nicolas Boucher · AI Finance Club
50K+
Finance pros trained
#1
AI in Finance influencer
15 yrs
Corporate finance
KPMG
Mercedes · Siemens · more
CONCOURSE · AI Agents for Finance
100+
Finance departments
$260M+
Revenue & savings generated
86%
Reduction in manual work
YC W23
Backed by a16z & CRV

🔒 Free · 1 Oct · 11:30am ET / 5:30pm CET · Recording sent to all

About This Session

Less Theory. More Results.

2026 has been a year of AI hype. So many finance pros are overwhelmed by the sheer amount of AI content out there. There's too much theory, and not enough practical advice that creates real results.

So to help you get ahead of the hype - and build something you can actually use - we're running this live build workshop on 3 AI Agents every CFO needs in 2027.

We'll start by sharing dummy data and a build guide that you can follow along with. And if you get stuck, you'll receive the recording afterwards so you can pause and build at your own pace.

🔒 Free · 1 Oct · 11:30am ET / 5:30pm CET · Recording sent to all

Session Format

60 Minutes Live
Dummy Data & Build Guide Provided
Recording Sent Afterwards
1 Oct · 11:30am ET / 5:30pm CET

🔒 Free · 1 Oct · 11:30am ET / 5:30pm CET · Recording sent to all

Your Hosts

Who's Running This Session

Nicolas Boucher
Host · AI Finance Club
Nicolas Boucher
Founder, AI Finance Club
The #1 AI in Finance influencer. 15 years in corporate finance at PwC and Thales. Has trained 50,000+ finance professionals at companies including KPMG, Mercedes-Benz, Siemens, and Carlsberg. His mission: help finance pros thrive in the era of AI.
Matt Hafemeister
MH
Co-Host · Concourse
Matt Hafemeister
Co-Founder & CEO, Concourse
Co-founder and CEO of Concourse, which he started in 2023 with Ted Michaels. Previously a fintech investor at Andreessen Horowitz, where he saw firsthand how much manual, repetitive work finance teams take on as they scale - the problem Concourse is built to solve. He's led the company through Y Combinator, grown its customer base to include Palo Alto Networks, Front, and Lightmatter, and closed a $12M Series A led by Standard Capital.

🔒 Free · 1 Oct · 11:30am ET / 5:30pm CET · Recording sent to all

Nicolas Boucher

About Nicolas Boucher

Nicolas Boucher is the most-followed finance thought leader, with more than 3 million people engaging with his work across social media. Recognized as the leading voice in AI for Finance, he has trained over 50,000 finance professionals and has given 200+ keynotes and corporate trainings on AI & Finance worldwide.

Global brands including Mercedes-Benz, AWS, Chanel, Hugo Boss, Ferrero, Siemens, Rakuten, and KPMG trust Nicolas to upskill their finance organizations. He is the founder of the AI Finance Club, the number one community for AI CFOs, with 3,600+ CFOs, Fractional CFOs and Finance Leaders.

Nicolas brings 15+ years of senior finance experience. Before becoming a corporate finance trainer, he spent seven years in finance leadership within the German unit of Thales, a ~€15 billion multinational in technology, aerospace, and defense. Earlier, he worked as a financial auditor for PwC in Luxembourg and Singapore.

He speaks three languages (English, French, and German), and has lived in five countries.

Has trained finance teams at
Mercedes-Benz AWS Chanel Hugo Boss Ferrero Siemens Rakuten KPMG

🔒 Free · 1 Oct · 11:30am ET / 5:30pm CET · Recording sent to all

CONCOURSE

About Concourse

Concourse is an AI agent platform purpose-built for corporate finance teams, connecting directly to a company's existing ERPs, data warehouses, and billing systems so finance teams can run analysis, close the books, forecast, and generate reports through natural language.

Founded in 2023 and part of Y Combinator's W23 batch, Concourse now works with 100+ finance departments, including enterprise customers such as Palo Alto Networks, Front, Lightmatter, Persona, and Tecovas.

The company is backed by Andreessen Horowitz, CRV, and Y Combinator, with a $12 million Series A led by Standard Capital announced in January 2026. Concourse reports that its agents have reduced manual finance work by up to 86% while generating over $260M in measurable revenue and savings for customers.

Trusted by finance teams at
Palo Alto Networks Front Lightmatter Persona Tecovas

🔒 Free · 1 Oct · 11:30am ET / 5:30pm CET · Recording sent to all

Reserve Your Free Seat Today

Thursday, 1 October 2026 · 11:30am ET · 5:30pm CET · 60 minutes
Recording sent to all registrants - no risk if you can't make it live.

Free to attend · Seats are limited

* By registering you agree to receive emails about this session from AI Finance Club GmbH, including a confirmation and reminders before the session. You may unsubscribe at any time.

* If you tick the partner opt-in box on the registration form, your name, email and company details will also be shared with Concourse, who may contact you about their products and services after the session. This is optional and is not required to attend.

* The session will be recorded. The recording is sent to all registrants whether or not they attend live. By joining live you consent to being recorded if you speak or use the chat.

* Your data is processed in line with our Privacy Policy. Session content is for general information only and does not constitute financial, accounting, tax or legal advice.

Copyright © 2026 AI Finance Club GmbH. All rights reserved.
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3 AI Agents Every CFO Needs in 2027

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