An invoice lands in the queue from a vendor in Frankfurt: three currencies, a PO number that doesn't match NetSuite, no clean line to code it against. The AI model that handled the last thousand invoices without issue stalls on this one, and now someone on the team is doing it by hand anyway.
That gap between the pilot and production is where most finance AI projects stall. The model isn't usually the problem. The problem is everything around it: ERPs, procurement tools, CRMs, and inboxes that were never built to talk to each other.
This live session with Celigo breaks down how finance teams are actually running AI in production across AP and AR, from invoice processing to collections, with the governance controls that keep humans in charge of the decisions that matter.
What you’ll take away:
- How AI extracts, validates, and codes international invoices automatically, matching PO line items across Coupa, NetSuite, and Zendesk.
- A framework for setting human-in-the-loop thresholds, so high-value transactions and edge cases route to controllers instead of running on autopilot.
- The answer to how one finance team cut manual expense report reviews by 70% and automated the four request types that make up 35% of AR inbox traffic.
Why attend
- Stop losing time to fragmented systems. Learn how to connect ERPs, procurement tools, CRMs, and shared inboxes into workflows you can actually govern.
- Get past the stall between AI pilot and production with real deployment examples, not theoretical use cases.
- Learn where to draw the line between what AI executes on its own and what a controller needs to review first.
Your speakers:
Sandeep Gaddam Director, AI Strategy & Development, Celigo
Chris Ferraro Senior Product Marketing Manager, Celigo
Alyssa Burns Director, Financial Operations, Celigo
