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  • Spreadsheets to Strategy Reimagining Finance in the Consulting Industry

Spreadsheets to Strategy: Reimagining Finance in the Consulting Industry 

How AI and Automation Are Transforming Financial Operations for Modern Consulting Firms 

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When

September 10

Time

11:00 AM - 11:30 AM

Location

Online

Finance leaders in consulting are under pressure like never before managing complex billing, variable project cycles, and increasing 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 Manual processes and outdated spreadsheets aren’t just inefficient, they’re holding your firm back.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 in the consulting industry. 

We’ll show you how top firms are using AI-powered tools and automation to improve financial control, accelerate period close, reduce manual work, and give leadership the data they need to act decisively.

 

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 key financial processes across billing, approvals, and reconciliation
  • Accelerate period close and reporting cycles without sacrificing accuracy
  • Free up finance teams to focus on forecasting, planning, and strategic growth
  • Leverage Microsoft Copilot and AI tools to reduce manual errors and improve decision-making
  • Unify data and insights across your consulting firm using Microsoft Dynamics 365 and consulting360
  • Utilize our Estimators to manage forecasts, perform real-time calculations, and eliminate the need for disconnected spreadsheets 

Who Should Attend? 

  • CFOs and finance leaders at consulting firms 

  • Operations and digital transformation leaders 

  • Project accounting and billing managers 

  • Anyone ready to replace outdated processes with intelligent automation 

Walk Away With: 

  • A clear understanding of how Autonomous Finance works in the consulting context
  • A practical roadmap to move beyond spreadsheets and legacy tools
  • A firsthand look at how SmartGrid Workspace gives project managers and execs a unified, intelligent view of financial data
  • Use cases showing how AI is creating measurable impact in real firms 

 

Additional Resources