Additional Resources
From Manual to Autonomous: AI + Agents in Finance
How AI and Automation Are Transforming Financial Operations for Modern Consulting Firms
When
October 15
Time
11:00 AM - 11:30 AM
Location
Online
Finance leaders in professional services are under more pressure than ever, managing complex billing, variable project cycles, and growing demands for real-time insights. Manual processes and outdated spreadsheets aren’t just inefficient; they’re holding your firm back.
Join us for a 30-minute webinar to explore how autonomous finance is reshaping financial operations across services industries.
You’ll see how leading firms are using AI-powered tools and automation to increase financial control, accelerate close cycles, reduce manual work, and give leadership the clarity they need to act with confidence.
Hosted By: Andy Yeomans
Executive Vice President
With over 20 years of experience in Microsoft’s digital solutions, Andy is a seasoned expert in helping organizations transform their business using technology. As Executive Vice President, he oversees the organization’s digital transformation strategies using the Microsoft Cloud, Dynamics 365, and the Power Platform. Andy's deep expertise in cloud transformation initiatives and the Microsoft technology stack makes him an invaluable partner in your firm’s digital journey.
In This Session, You’ll Learn How To:
Automate billing, approvals, and reconciliation across projects and clients
Accelerate close and reporting cycles without sacrificing accuracy
Free finance teams from manual work so they can focus on planning and growth
Leverage Microsoft Copilot and AI tools to improve decision-making and reduce errors
Unify data across delivery, operations, and finance with Microsoft Dynamics 365 + HSO
Who Should Attend?
CFOs and finance leaders at professional services firms
Operations and digital transformation leaders
Project accounting and billing managers
Anyone ready to replace spreadsheets with intelligent, automated finance
Walk Away With:
A clear understanding of how autonomous finance works in services firms
A practical roadmap to move beyond spreadsheets and legacy tools
Real-world use cases of AI delivering measurable impact