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.
Watch as Alteryx and Horizon Five explore real-world applications of generative AI in finance in Part 1 of this two-part webinar series. Discover how leading teams are accelerating workflow development, automating documentation, and embedding 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
Discover more by downloading the Horizon Five and Alteryx solution brief, and don’t miss part 2 of the series—where we’ll reveal how they leveraged AI to elevate cash transaction matching accuracy from 15% to 95% and transform finance operations. Register now!
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Meet Our Speakers
Sharon Martin
SVP Global Solutions Engineering, Alteryx
Alex Barr
Director, Finance Transformation & Process Innovation, Horizon Five
Brolin Rodrigues
Director, Solutions Engineering, Horizon Five
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