From manual to strategic: How AI is transforming finance operations

The challenge in finance operations is not a lack of automation opportunities. It is the lack of a framework for deciding which ones actually hold up under pressure. Most solutions handle the easy parts — routine, high-volume transactions. The hard parts stay manual: complex exceptions, mismatched POs, line-by-line invoice coding. In finance, "mostly automated" does not mean most of the work is gone.

Zip's Chief Accounting Officer, Sameer Syed and Nadav Yuhjtman, Head of Finance at Onebrief share a practical way to evaluate AI based on two outcomes that matter most: whether it actually reduces the manual work, and whether you can trust the output enough to close the books on it.

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By the end, attendees will be able to:

• Prioritize high-impact AI use cases using a clear, practical framework
• Apply AI to accelerate invoice processing and close-related workflows
• Identify new, higher-value activities that become possible with AI support