The AI-First Controller – Rethinking Finance Operations for a New Era

Finance teams are under increasing pressure to move faster, operate with greater precision, and deliver real-time insight—yet many controllership processes remain highly manual. From reconciliations to expense review and close cycles, legacy workflows continue to absorb time and limit the ability to focus on higher-value analysis and decision-making.

A new approach is taking shape as finance leaders begin to embed AI directly into their day-to-day operations. Rather than layering tools on top of existing processes, teams are rethinking workflows from the ground up. This includes designing automations that reduce manual effort, improve consistency, and create more scalable finance operations.

In this interactive session, Brock Beyer, Controller at Jump, will be joined by Stephen Hedlund of Rillet and Dave Wieseneck of Ramp to share how AI-first workflows are being applied in practice. Brock will highlight the automations and scripts he uses daily, while the discussion explores how teams are embedding AI into core finance operations and scaling these approaches across the stack.

You will learn:

• How to identify high-impact opportunities for AI within controllership workflows
• Where automation can reduce manual effort while improving accuracy and consistency
• Practical ways to build and deploy AI-driven workflows without a technical background