Webinar: Vena & Claude: From FP&A Tooling to an AI Finance Team
Your team forecasts faster than it did three years ago. Month-end takes days instead of weeks. The dashboards look sharp. Then someone in the boardroom asks a question that wasn't in last week's model, and finance goes quiet again. Speed fixed the reporting. It didn't fix the influence problem.
This session covers that second problem: the shift a growing number of finance functions are making, from producing reports on request to running continuous, AI-powered insight the board seeks out on its own.
What you'll take away
- Vision. Statistical forecasting isn't new. What changed is the compute behind it. The finance functions pulling ahead already let a model handle predictable costs, freeing people to focus on what no model knows: an acquisition, a new product, a market exit.
- Architecture. How Finext connects Vena and Claude, live: Vena's Copilot fills in a forecast from a plain instruction, and Claude, linked straight into Vena's data model, recalculates a country's numbers against today's market rate instead of last year's budget the moment you ask.
- Customer case. A global company forecasting sales and operations across tens of thousands of products, where the statistical model beat the human demand planner on more than half the numbers and lost on the rest. Proof that neither wins alone.
Program
We'll open with the case for predictive forecasting: why a model trained on your own history already beats a forecast built from scratch, and where it stops being useful the moment business knowledge takes over. From there, he runs the demo live: planning a budget line in Vena by typing an instruction instead of a formula, pulling live data into Claude through Vena's MCP connection to recalculate a country's forecast against today's market rate, and turning planner comments written in three languages into one management summary in minutes. He closes with the customer case: what happened when a statistical model went head to head with a human planner across tens of thousands of products, and what that means for how you split the work between the two
Who this is for
CFOs and Heads of FP&A who want a seat at the table before decisions get made. Finance Transformation Leads and CIOs who'll own the architecture behind that shift are welcome too.
Practical details
- Date: Wednesday, September 9, 2026
- Time: 10:00 - 10:45
- Location: Online
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