Practical AI for Finance: Connecting Sage Intacct and Claude

AI tools are advancing quickly, but lasting value depends on more than access to technology. Finance teams need literacy, habits, and governance to ask better questions, evaluate responses, and apply AI responsibly in real workflows.

Join us for this 45-minute webinar where we’ll explore practical AI literacy concepts for finance leaders and discuss what it takes to move beyond AI experimentation into real business value. We’ll introduce the Sage Intacct AI Gateway and MCP connection and demonstrate how Claude can transform Sage Intacct data into actionable insights, executive-ready narratives, visualizations, trend analysis, and decision-support tools using natural language.

Instead of simply finding information faster, attendees will see how AI can help finance teams uncover opportunities, identify risks, and make more informed decisions. Attendees will see finance-focused examples and learn how to move from a working connection to repeatable, role-based use cases while keeping human review and professional judgment central.

At the end of this session, you’ll be able to:

• Explain why AI adoption requires ongoing literacy and workflow reinforcement, not one-time tool training.
• Describe, at a high level, how Sage Intacct, the AI Gateway/MCP access layer, and an approved AI experience such as Claude can work together.
• Recognize how prompt structure, business context, output requirements, and validation steps improve the usefulness of AI responses.
• Identify practical finance use cases by role, including AR/AP research and prioritization, cash and liquidity insight, close support, variance investigation, and reporting narratives.
• Identify a right-sized next step, from connection and enablement to literacy, discovery, and a broader AI and automation roadmap.

Who should attend

This session is designed for CFOs, controllers, accounting leaders, and finance team members using or evaluating Sage Intacct.

Questions?

Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.