AI in Finance

Audience Profile

The webinar brought together a diverse cohort of finance and business leaders, including CFOs, Finance Controllers, FP&A Heads, Finance Managers, and Digital Transformation leaders.

Participants joined from 20+ cities across 4 countries, comprising a strong mix of senior decision-makers, chartered accountants, and analysts.

The audience demonstrated a clear focus on practical AI adoption—particularly in automating finance workflows, integrating AI with tools such as Excel, Tally, and Zoho, and improving reporting efficiency.

Webinar Objective

The AI in Finance webinar was designed to provide a practical, execution-focused understanding of how AI can be deployed within finance functions.

Rather than positioning AI as a conceptual trend, the session focused on:

• Demonstrating real-world applications across core finance processes
• Equipping participants with actionable workflows and toolkits
• Providing a structured roadmap for implementation
• Enabling immediate adoption through live demonstrations

At its core, the webinar addressed a critical question:
How can finance teams start using AI today?

Webinar Summary

The AI in Finance webinar delivered a practitioner-led, hands-on exploration of how artificial intelligence is transforming modern finance operations.

The session focused on execution over theory, guiding participants through five high-impact areas:

• Close & Bookkeeping
• FP&A & Reporting
• AP/AR Automation
• Audit & Compliance
• Client Advisory

A key highlight was the live demonstration segment, where participants experienced real workflows in action, including:

• Multi-sheet Excel analysis executed within seconds
• Conversational querying of financial data (“ask-your-books”)
• Integration of AI with Tally and Zoho ecosystems
• End-to-end automation of accounts payable processes

Beyond workflows, the session addressed critical aspects of responsible AI adoption—data reliability, governance, auditability, and privacy—ensuring participants understood both implementation and control.

The webinar concluded with a 90-day rollout framework, outlining a structured path from pilot to scale, followed by an interactive Q&A addressing real-world challenges.

Overall, the session successfully moved AI from abstraction to application—clear, practical, and immediately usable.

Webinar Details

• Title: AI in Finance
• Theme: Level up your Finance Team with AI
• Format: Live Virtual Webinar (Interactive Session + Live Demonstrations + Q&A)
• Host: HUKSA by Infollion
• Type: Live Webinar
• Total Registrants: 160

Speaker Profile

The session was led by a Chartered Accountant and finance transformation expert with strong experience at the intersection of finance, ERP systems, and AI.

With hands-on expertise in deploying AI within finance functions and implementing ERP ecosystems, the facilitator brings a practitioner-led approach focused on automation, reporting efficiency, and scalable financial systems.

The sessions are known for their strong execution focus—translating AI capabilities into real, deployable workflows within finance teams.