Guides

Practical guides for finance automation, data and AI.

Download deeper guides on connecting business data, automating back-office reporting, embedding AI into governed workflows and giving Finance and Ops one clear view of the business.

Gated guide

Beyond AI Chat: AI in Finance Workflows

A practical guide to embedding AI into governed, repeatable finance workflows using Alteryx, Azure AI, Amazon Bedrock and private LLM platforms.

• Move from chat-based AI to process-driven AI
• Understand where LLMs fit inside finance workflows
• Explore practical use cases for OCR, reconciliations and commentary
• Build governed, repeatable AI-enabled processes

Access Guide