Building AI-Driven Finance Workflows – From Copilot to Contextualization

AI is no longer a future concept for finance—it’s a practical tool teams are using today to streamline how workflows are built, documented, and deployed. In this session, you’ll see these capabilities in action, including a hands-on demo where LLMs analyze unstructured invoice data to automatically identify expense periods and boost accounting accuracy.

Join Alteryx and Horizon Five for Part 1 of our two-part webinar series on operationalizing AI in finance. Discover how teams are using generative AI to accelerate workflow development, automate documentation, and embed intelligence directly into finance processes.

You’ll learn how to:

• Build Smarter, Faster Workflows – See how Alteryx Copilot turns plain-language prompts into fully built workflows with complex logic tailored to accounting needs
• Automate Compliance and Documentation – Learn how AI-generated summaries, control narratives, and audit evidence simplify SOX reviews and reduce documentation burden
• Embed LLMs Directly Into Finance Workflows – Discover real examples of AI classifying messy invoice data, extracting expense activity dates, and improving coding accuracy
• Enable Scale with the Alteryx AI Data Clearinghouse – Get a preview of the governance framework that supports contextualized, auditable AI pipelines ready for enterprise deployment

Walk away with practical ideas you can apply today—plus a preview of how the AI Data Clearinghouse enables 95% success in cash transaction matching in Part 2.