AI in Finance Workflows with Alteryx

Many organisations are becoming comfortable with tools like Microsoft Copilot—private, secure, and easy-to-use AI assistants embedded into everyday workflows.

However, these tools are inherently limited to a human-in-the-loop, chat-based interaction model.

This demo-led live webinar explores the next stage of AI adoption: moving from AI as an assistant to AI embedded directly into business processes.

4th Revolution will demonstrate how Alteryx operationalises large language models by integrating them into structured, governed, and repeatable workflows. Using Private AI via Azure OpenAI (Chat GPT and Claude models), organisations can address key concerns around data privacy, security, and control.

We will also showcase how Alteryx enables AI-driven financial analysis through Auto Insights—helping organisations move beyond automation to generate meaningful, actionable insights.

Designed for finance teams ready to turn AI from experimentation into real business impact.

What the Session Will Demonstrate

• Embedding LLMs into end-to-end business workflows (beyond chat)
• Bulk processing of documents and structured data
• Returning structured outputs into core systems (databases, spreadsheets)
• Applying flexible, business-specific prompts
• Building governed, auditable, and repeatable AI processes
• Deploying AI securely using Private AI (Azure OpenAI)