Before you use AI on company data, you need to set up a foundation you can trust.

Maxio executives Jon Cochrane, CFO, and Chris Weber, CPO, demonstrate how to safely connect tools such as Claude, ChatGPT, Codex, and MCPs to your financial data, build habits that make AI outputs more trustworthy, and establish the right governance and security controls.

You’ll walk away with greater confidence in connecting your finance data to AI, setting up governance, and using prompts and practical skills to generate trustworthy outputs.

Finance teams are already putting AI to work in their day-to-day processes.

We’ve seen teams use AI to identify AR exceptions, flag AP anomalies and T&E violations, reconcile cash, and streamline the billing-to-revenue recognition process.

We’re excited to welcome Maxio customer, Nick Blanchard, VP Finance & Accounting at Curve Dental, along with Maxio’s Director of Partner Operations, Hillary Frost, to lead you through this episode of the series where you’ll learn practical steps for incorporating AI into your workflows and walk away with skills and reports that can help you save time in your day-to-day work.

Not all revenue contributes equally to growth. You start by understanding the gross margin by customer segment, unit economics, and pricing efficiency. Maxio’s MCP surfaces all of this automatically across your billing system and ERP.

Follow along with Maxio’s CFO, Jon Cochrane, and Alex Diaz-Asper, Partner at Cherry Bekaert, and learn how to leverage AI to analyze gross margin, unit economics, and pricing across your business to reveal what’s driving profitability.

Board meetings shouldn’t focus solely on what happened, but on why it happened and what actions to take next.

Maxio’s CFO, Jon Cochrane, and K1 Investment Management Senior Director, Operations, Casey Rihn, will discuss how AI-native finance teams can combine financial, commercial, and customer data to create a board-ready narrative that tells the story behind the numbers. You’ll learn how to pull quarter-end ARR, churn, and NRR from Maxio, model scenarios, and generate a first-draft CFO narrative.