Scaling Finance with AI: What’s working, and what’s next [CFO Roundtable]

Описание: AI is changing how finance teams operate, but the biggest shift is not the tools. It is how Finance leaders think about workflows, accountability, and scale.

In this panel discussion, Teddy Collins (EVP of Finance at SeatGeek and longtime TeamOhana customer) sits down with two CFOs building at the edge of AI: Ben Gammell (CFO and President at Brex) and Marten Abrahamsen (CFO at Vercel). Together, they break down what is real today, what is still early, and how finance teams can adopt AI without sacrificing trust, controls, or speed.

Whether you are looking to automate repetitive work, accelerate insight cycles, or build a finance stack that can scale with less overhead, this conversation offers practical examples from operators who are doing it inside fast-growing companies.

In this session, you will learn how modern finance teams are using AI to:

• Move from reactive finance workflows to proactive, predictive operations
• Build internal tools quickly, even without engineering resources
• Create safe sandbox environments for experimentation without risking sensitive data
• Decide what to build versus what to buy, and how to evaluate ROI
• Improve close, flux analysis, and variance explanations with faster first-pass insights
• Scale adoption through culture, hiring, and repeatable enablement
• Balance automation with auditability, compliance, and human review

You will also hear candid examples of what works well today, including AI agents for expense auditing, customer support containment, revenue contract review, and self-serve access to data without advanced SQL support.

No hype. No theory. Just real lessons from finance leaders navigating AI adoption at scale, including what they would do differently, what they measure, and how they bring their teams along.