Welcome to Klarity Events

Klarity, in partnership with GaapSavvy, invites you to an evening of dining and discussions that explore how to leverage GenAI to optimize and scale organizations. 

Engage in dynamic conversations, exchange ideas, and explore how Klarity produces expert-grade process documentation and automates critical accounting and finance tasks with human-level precision that saves time and improves efficiency. Together, we’ll uncover strategies to streamline compliance and enhance your team’s operations through the power of Generative AI.

About GaapSavvy: Founded by Angela Liu, GaapSavvy is a community-driven platform that empowers professionals to share expertise, deepen insights focused on technical accounting, operational practicality, and to collaborate on challenges to drive collective success.

Generative AI is set to disrupt every industry and business workflow. Examples of ChatGPT writing website copy or sales emails are everywhere, but what does this technology mean for accounting?

Industry leaders will share insights on navigating the evolving landscape and shaping tomorrow's strategies in response to today's advancements.

See more details here.

Celebrate the summer with us at the ballpark for the San Francisco Giants vs. Atlanta Braves game in our private suite with complimentary food and beverages.

Join fellow leaders in the Accounting and Operations space for an evening of baseball and conversations exploring diverse perspectives, shared experiences, and insights into how Klarity is successfully streamlining workflows with GenAI applications.

Join us for an exhilarating opportunity to explore the transformative potential of Generative AI across the Accounting and Operations landscape.

This driving and dining experience will start with adrenaline-pumping demo laps, where each attendee will ride shotgun in their own Porsche Carrera, driven by professional drivers. Following, we'll sit down for lunch and discussions, led by Andrew Antos, Klarity's Co-Founder and CEO.

Together, we'll delve into invaluable strategies for leveraging the latest GenAI advancements and scaling internal workflows effectively. Explore diverse perspectives, share experiences, and gain insights into how Klarity is successfully streamlining workflows with GenAI applications.

We will showcase how GenAI is revolutionizing the way we build exponential organizations. Join Klarity's Co-Founders and CEO/CTO, Andrew Antos and Nischal Nadhamuni, as we unveil our latest product innovations and share a sneak peek into Klarity's future!

Be among the first to experience live product demos, and understand the profound impact they can make in streamlining your team's accounting and finance workflows.

What can you achieve with Klarity 3.0?

🔓 Unlock new possibilities with advanced features like free-text analysis, tabular data handling, precise matching, complex calculations, and bulk exports - ALL designed to cater to high volumes of documents and diverse use cases.
⏳ Experience rapid value from Klarity 3.0 with faster implementation and automated validations to guarantee accuracy
🤝 Automated configurations making teams more independent across the ecosystem

Gordon Lee, the Chief Accounting Officer at DoorDash, shares his experience implementing Klarity 3.0 within his team. Alongside Andrew, they discuss the integration integrating the advanced version of Klarity into DoorDash’s operations, and the significant benefits it has brought.

Gain real-world insights into how Generative AI (GenAI) has streamlined workflows, reduced manual effort, and improved operational efficiency. Gordon will provide specific examples of these improvements and discuss how they have supported DoorDash’s growth objectives.

Nischal Nadhamuni, the Chief Technology Officer and Co-Founder of Klarity, showcases the new features of Klarity 3.0. He will provide a detailed demonstration, highlighting the significant innovations and advancements that set this version apart. 

‍

Nischal explains how these features address the needs and challenges faced by customers and partners, offering a clear view of the platform's enhanced functionalities and emphasize how they improve efficiency, effectiveness, and overall value.

He explains how GenAI enables organizations to achieve exponential growth by optimizing their resources and scaling their operations more efficiently. Through his perspective, he highlights how leveraging GenAI can drive innovation, streamline processes, and unlock new levels of productivity, ultimately leading to significant advancements in business performance and growth.

The Klarity team will be on site at the Gartner CFO & Finance Executive Conference from May 20th - May 21st in National Harbor, MD! We are excited to meet fellow leaders looking to streamline their processes and build exponential organizations by implementing GenAI.

Em Daigle, Klarity’s VP of Strategy and Product Evangelism will discuss ways to Unlock Infinite Productivity on May 21st at 10:00am ET on the Theater 1, Prince George's Hall (Session TH17) 

The session will cover

• How the implementation of GenAI is setting new standards for productivity in the financial sector
• Ways GenAI can simplify routine tasks, elevate organizational effectiveness, and reduce cost
• Opportunities to empowering employees to engage in more strategic and fulfilling work

Make sure to stop by our booth at 116 on the main floor to meet more of our team!

They share their experiences and motivations for implementing AI solutions to automate tasks, improve efficiency, and enable a faster financial close. They also discuss the importance of data validation, providing teams with the right tools and training, and getting buy-in from various departments to ensure successful AI adoption and address concerns about job replacement, emphasizing that AI should be viewed as an opportunity to upskill employees and reallocate resources to more value-added activities.

‍

After watching, you will be able to:

• Explore the advantages of implementing AI in the workplace
• Analyze the strategies for utilizing technology to enhance organizational performance
• Evaluate the impact AI will have on the human workforce as well as the challenges of integrating it into existing workflows

‍

They cover key considerations for embracing new AI technologies, including selecting the right processes and tools, measuring success, managing change, and establishing governance frameworks. They also emphasize the importance of starting slow, demonstrating value, and evolving talent as organizations progress on their automation journeys with GenAI.

‍

After watching, you will be able to:

• Recognize the key considerations for embracing AI technologies in finance and accounting functions
• Analyze the importance of starting smartly and evolving a mindset as organizations progress on the automation journey with AI

They focus on key considerations in vendor selection, such as accuracy and capabilities, as well as lessons learned during implementation, including the importance of aligning internal resources and refining processes. They also highlight the benefits of Klarity AI in enabling 24/7 order processing, accelerating sales cycles, and freeing up team capacity to focus on higher-value activities, while also sharing future goals of extending automation further upstream in the quote-to-cash process.

‍

After watching, you will be able to:

• Assess the positive impact of utilizing automation tools
• Discover the benefits of a frictionless sales process
• Analyze the impact of efficient resource allocation and scheduling on project timelines
• Explain how automation tools can potentially impact business operations
• Discuss why order management is considered a strategic starting point for implementing automation

The panelists explore the importance of meeting compliance standards while leveraging AI to improve efficiency, emphasizing the need for quality checks and intellectual honesty. They also discuss the potential of AI in assisting with compliance tasks, such as generating risk and control matrices, and highlight the significance of maintaining transparency and traceability in AI-driven processes to satisfy audit requirements.

‍

After watching, you will be able to: 

• Adapt the factors that should be considered when using AI technology for compliance and data privacy 
• Decide whether efficiency should be the priority when adopting AI technology into the business  
• Make use of prompts when using generative AI technology 
• Adapt controls to ensure AI technology can pass audit and compliance requirements
• Find out how an auditor can keep up with evolving compliance requirements

‍

They examine the importance of identifying specific use cases, such as revenue recognition and contract review, to start the AI journey while prioritizing data security and quality and also emphasize the need for employee training, setting clear goals and KPIs, and maintaining open communication with stakeholders, including the board, to ensure successful adoption of AI-driven automation.

After watching, you will be able to:

• Discover strategies for how organizations effectively integrate automation into the audit process
• Evaluate the role of automation in enhancing decision-making and overall business performance
• Recognize the importance of data security in the context of AI workflow automation

‍

Join us at our upcoming Unlock Automation Summit where we delve into the transformative power of Generative AI amongst the Accounting and Finance community.

Industry leaders will share insights on navigating the evolving landscape and shaping tomorrow's strategies in response to today's advancements. Don't miss this opportunity to harness the potential of AI and chart the course for the future.

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Nate Klatt (Solutions Engineer, CPA) and Molly Mullinger (Solutions Engineer, CPA) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also be joined by Becky Lu, a seasoned Revenue Advisor at Zuora with a wealth of experience in revenue management and brings over a decade of expertise in finance and auditing from KPMG and Fifth Third Bank.

Please bring any discussion topics you would like to pose to the group.

Discover how GenAI is revolutionizing workflows and addressing Intelligent Document Processing (IDP) challenges, offering unprecedented accuracy, speed, and scalability.

Join Bala Arumugam, Chief Growth Officer at Klarity an experienced professional in RPA services and automation, for an insightful session on the transformative power of GenAI in document processing automation.

Key topics

- Uncover the latest trends and developments in GenAI, including real-world examples of its impact across various industries.

- Gain practical strategies to prepare your organization for the future of document processing automation.

- Learn how to leverage GenAI technologies to drive sustainable growth in today's digital landscape.Whether you're a seasoned automation professional or new to document processing automation, this session provides valuable insights and actionable takeaways to empower your organization's digital transformation journey.

Join Andrew Antos, CEO at Klarity, and Karthik Ramamoorthy, SVP of Products at Zuora, for a thought-provoking exploration of the evolving realm of AI within Finance and Accounting.

In this engaging webinar, we'll delve into key topics, including:

• The transformative impact of AI on Accounting and Finance 
• Navigating common pitfalls when harnessing the power of GenAI 
• Strategic considerations for enterprise-level businesses in deploying and embracing GenAI 
• Real-world success stories showcasing the effectiveness of GenAI in Accounting and Finance
  

Whether you're just beginning to explore AI or are well-versed in the field, this conversation promises valuable insights. Walk away with a strategic understanding of how GenAI can revolutionize your finance and accounting workflows. Don't miss this opportunity to stay ahead in the ever-changing landscape of AI.

Dive into the Practical Applications of Finance and Accounting with Klarity's VP of Finance and Operations, Nick Tiscornia. During this webinar, he will openly discuss three key topics to help drive your team’s AI enabled strategies. 

Areas of Focus

Enhancing Invoice Accuracy and Customer Experience

• Utilizing AI to automate and improve the accuracy of invoice generation, reducing errors and disputes.
• Exploring how AI can personalize customer interactions during the invoicing process for better client satisfaction.

Optimizing Payment Collection and Cash Flow Management

• Implementing AI-driven tools for efficient payment tracking and collection, leading to improved cash flow.
• Discussing AI strategies for identifying potential late payments and proactively managing credit risk.

AI-Enabled Reconciliation and Reporting

• Leveraging AI for faster and more accurate reconciliation of payments and accounts receivable.
• Showcasing how AI can generate insightful financial reports, aiding in strategic decision-making related to the O2C process.

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Anh Tran (Accounting Automation Architect), Nate Klatt (Sales Accounting Manager, CPA) and Molly Mullinger (Sales Accounting Manager, CPA) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also be joined by Jesse Fillerup, Revenue Recognition and OTC Partner at Connor Group, coined internally as the RevRec "wizard". He was formerly at Oracle and Sun Microsystems, and brings a wealth of knowledge and experience our community.

Please bring any discussion topics you would like to pose to the group.

Join Klarity’s CEO, Andrew Antos, as walks us through the finance and accounting workflows GenAI is poised to disrupt and shares his advice on how to make the most of this new wave of tools, while highlighting the newest GPT-4 features released.

He will also lend his perspective on Klarity's most common use cases and how we can help your team automate tedious tasks leading to organizational efficiency.

Spend the morning with Andrew Antos, the CEO and Co-Founder of Klarity, as he delves into the core finance and accounting processes that GenAI is on the poised to transform.

Andrew will provide valuable insights on harnessing the potential of GenAI, and understanding the latest GPT-4 enhancement. Through this event, we will showcase how the adoption of Klarity can empower your accounting and finance teams to overcome traditional challenges and replace labor-intensive offshore workflows.

This event is hosted in collaboration with Brex - Kevin Moore, Brex's Corporate Controller will offer his perspective on how Gen AI is Impacting Accounting and Spend Management.

Brex provides a unified global spend platform for streamlined financial management.

‍

Join us for a fireside chat between Klarity's CEO and Co-Founder, Andrew Antos, and Connor Group's Managing Partner Jason Pikoos addressing the State of GenAI and the Use Cases in Finance and Accounting.

Together, they delve into the ever-evolving landscape of GenAI and its profound implications for the world of finance and accounting. Building upon their keynote presentations from our recent summit, Andrew and Jason turn their insights and expertise into a dynamic dialogue for fellow leaders to gain deeper perspectives.

In the conversation we will address

- GenAI is labor arbitrage opportunity

- Recent advancements in AI is accelerating automation in Finance and Accounting, where other industries have adopted this much quicker

- Today's use cases vs Tomorrow's

- How can we approach and adopt these advancements to automate workflows and minimize modern schleps

This event will be a 1.5 hour CPE event for the finance & accounting community, co-hosted by CFGI and Klarity. The focus is on revenue recognition training and AI software in accounting, and will be followed by a reception that includes light bites and beverages.

‍

ASC 606 Revenue Recognition
Kelsey Bennett (CFGI Senior Manager) will present.​
Learning Objectives:​
- Identify and explain each component of the five-step revenue recognition process in accordance with ASC
606.
- Understand the impact of ASC No. 2021-08.
- Discuss the treatment of contract modifications.

GenAI in Accounting
Nick Tiscornia (Klarity VP, Finance and Operations) will present.​
Learning Objectives:​
- Discuss the general impact of artificial intelligence in the past, present, and future.
- Identify common challenges and the benefits artificial intelligence to alleviate these challenges across
finance organizations.​
- Discuss opportunities to improve accuracy and efficiency utilizing artificial intelligence.

CPE Credits: 1.5​
Field of Study: Accounting
Prerequisites: None​
Who should attend: All employees​
Advanced preparation: None​
Program level: Basic​
Delivery Method: Live training

‍

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Nick Tiscornia (VP of Ops & Finance), Nate Klatt (Sales Accounting Manager) and Anh Tran (Accounting Automation Architect) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also be joined by Susan Holmes and Natasha Castelli, both are revrec consultants, and creators of RevRec Girls - a Podcast focusing on the operational side of revenue recognition by sharing insights from our over 30 years of combined experience as revenue consultants. They bring a wealth of knowledge and experience to our community.

Please bring any discussion topics you would like to pose to the group.

Generative AI is set to disrupt every industry and business workflow. Examples of ChatGPT writing website copy or sales emails are  everywhere, but what does this technology mean for accounting?

Accounting and finance workflows won’t be immune to the level of change that Generative AI is poised to offer, but it’s important to take a grounded approach when evaluating the use cases for your business.

During this one-day summit we will explore the different aspects of Generative AI that will shed light on the future of accounting. We invited CAOs, CFOs and other finance leaders to weigh in on topics including: foundational models and extensibility, generative AI in accounting workflows today, evaluating solutions and managing generative AI projects and more.

Join Andrew Antos, Klairty's CEO and Co-Founder, as he walks through new capabilities GenAI opens up to automate new workflows for accounting and finance teams .

The conversation will highlight invoice validations, order form / purchase order matching, vendor document management, pricing and re-pricing initiatives, ASC606 and ASC842 Assurance, InfoSec review, consent management and more.

Andrew will also share general advice on how to make the most of this new wave of tools and will walkthrough Klarity’s GenAI features.

The Klarity team is hosting a happy hour for our San Francisco community of Accounting and Finance leaders.

This is an exciting opportunity to connect with peers who are interested in learning how Klarity can help automate doccument-cetric workflows, and ways GenAI is poised to disrupt the industry.

Join us for a beverage and bites.

Join our upcoming RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Klarity team members Nick Tiscornia (VP of Business Operations), Nate Klatt (Sales Accounting Manager) and Anh Tran (Accounting Automation Architect) will lead the conversation, and together we will dive into any challenges and questions you or your accounting team is facing through breakout rooms and shared discussion.

We will also welcome Shaun Yosslowitz and Ben Lindner,  two new Account Executives at Klarity. Both were formerly CPAs and met while working at AuditBoard with Klarity's Head of Sales, Kevin Mayeda. They bring a wealth of knowledge and experience to our team and community.

Please bring any discussion topics you would like to pose to the group.

See you there!

Join us in Klarity's San Francisco office for a lunch and learn led by Andrew Antos, Klarity's CEO.

Andrew will walk through the main finance and accounting workflows GenAI is poised to disrupt and share advice on how to make the most of this new wave of tools. He will also show us Klarity in action and highlight the newest GPT-4 features released.

This is a great opportunity to engage with fellow industry professionals and learn how to incorporate this new wave of technology into your organization's accounting workflows.

Lunch will be provided.

Join the Klarity community as we sit in on a conversation led by Nick Tiscornia, Klarity's VP of Finance and Operations, at our May Generative AI: Future of Accounting Summit.

Nick sits down with fellow accounting leaders to talk through the ways they are thinking about incorporating GenAI into their workflows, the practical implications and the impact that will have on their teams, and much more.

The conversstion is followed by a live Q&A led by Nick himself.

This conversation features the following leaders in our space.

Senad Mustafic - Chief Accounting Officer at Benchling

Mike Dean - Corporate Controller at Amplitude

Sharon Virag - SVP Operations & Chief Accounting Officer at Genesys Cloud

IDC estimated that the amount of data created over the next three years will be more than all the data created over the past 30 years. This is why the last few months of developments in AI, from ChatGPT to Google Bard, have been so exciting. The only way to manage the scale of this data growth in business workflows is with automation.

Klarity has been at the forefront developing new ways to incorporate this technology to automate accounting and finance workflows. During this session led by Klarity’s CEO, Andrew Antos, and VP of Finance and Operations, Nick Tiscornia, we’ll see Klarity in action and highlight the newest GPT-4 features released. They’ll walk through the main finance and accounting workflows GenAI is poised to disrupt and share advice on how to make the most of this new wave of tools.

After a short break, the Klarity team is excited to bring back the RevRec Forum, where we openly discuss challenges currently facing the revenue accounting community.

In this forum, Nick Tiscornia (VP of Business Operations at Klarity) and Nate Klatt (Sales Accounting Manager at Klarity) will lead the conversation and together we will dive into any challenges and questions you or your accounting team is facing.

We will also be welcoming Kevin Mayeda, our new Head of Sales at Klarity, who spent the last 6.5 years at Auditboard, and prior to that, served as a corporate controller at Semtech. Kevin’s career began in public accounting at EY, showcasing his diverse expertise and industry knowledge.

Please bring any discussion topics you would like to pose to the group.

See you there!