Steal Zapier's Finance Playbook: How 8 People Run a $5B Operation with AI
Wednesday, May 20
1 PM ET
"Stop asking your finance team to do manually what a system can do automatically. Design the system."
— Ryan Roccon, Chief Financial Officer, Zapier
Most finance teams are under pressure to do more with less. Most relish in maximizing their efficiency.
Zapier is a $5B business run by an 8 person finance team. You could say they take AI and Automation to an extreme, especially where repeatable workflows can be delegated to a trusted autopilot. And the results they're achieving are real.
– 25% reduction in month-end close time
– 8 FTEs running finance for a $5B company
– 0 manual handoffs for tax-exempt certificates, journal entry reviews, and more
The insight at this team's core? The bottleneck isn't headcount. It's system design.
In this AMA, Zapier's CFO Ryan Roccon, and other members of the Zapier finance team will demo what they've built with AI and Zapier. They'll also share how they hire for AI fluency, and the mindset shift that's unlocked so much automated progress.
Save your seat. 1,000 seat capacity. Recording sent to attendees only.
Q&A-driven. Real talk. Lots of demos. We'll go deep on:
– How Zapier's accounting team automated their email and Slack inbox; routing invoices to Zip, receipts to audit-ready Drive folders, and tax-exempt certificates to the right queue automatically
– The journal entry monitoring system that flags coding rule violations before close — so the team closes faster and cleaner
– How AI watches for favorable currency conversion rates and alerts the team in Slack the moment it's time to act
– How Sales gets instant, proration-calculated answers to pricing questions — without waiting on Finance
Can’t attend live?
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