AI Fridays: Finance
AI adoption doesn't happen by accident. This session walks you through the practical steps to make your team truly AI-native: how to structure your knowledge and tools, create reusable AI skills, and build habits that compound over time.
Klarity's VP of Finance Libby Francke shows how she uses AI to run work across Finance, Legal, HR and Ops at a Series B company — with one direct report and a direct line to the CEO.
You'll learn how to:
Build a daily operating system across functions: How a single prompt scans relevant surface area every morning to call attention to what actually requires it and jump start action needed.
Turn AI into analytical firepower for high-stakes work: How AI handled multiple rounds of diligence questions during a strategic transaction, pulling live GL data, building scenarios, crafting investor communications and flagging anomalies and areas of interest to nail every answer in a 72-hour window.
Design AI-powered processes your whole team runs: How Finance built a monthly reporting skill with built-in metric guardrails, distributed it to the entire exec team, and turned a recurring fire drill into a 5-minute self-serve workflow.
Speakers
Andrew Antos
Co-Founder & CEO
Klarity
Libby Francke
VP of Finance and Accounting
Klarity