Transforming the Office of the CFO with AI-Powered Workflows

Join Chris Weber, our Chief Product Officer for a deep dive into our product roadmap. On this quarterly webinar, we’ll walk through what’s been released recently, what’s coming next, and how you can stay up to date on ongoing developments.

Discover each use case into easy-to-follow segments, exploring the workflow challenges finance teams face most, with live demos and practical skills your team can apply right away.

This two-part webinar series will help you identify those issues before they become fire drills. You’ll leave with a practical month-end close process, a clear approach to validating revenue, and greater confidence in the numbers you present to leadership.

Watch Josh Aharonoff, founder of Your CFO Guy and Mighty Digits, provide a masterclass on best practices for revenue workflows finance and accounting teams can run every month. Included topics cover: classification, reconciliation, forecasting, and the non-GAAP metrics that affect what your numbers are actually saying.

This three-part webinar series will help you understand how revenue recognition actually works, diagnose and fix common discrepancies, and build financial workflows that hold up at scale. Join individual sessions or the full series to build confidence in your revenue data.

Join Jon Cochrane, GM of Partnerships & Payments at Maxio, to see how surcharging can be embedded into B2B subscription billing workflows to recover 80%+ of credit card fees. In this session, he’ll walk through why traditional tools fall short, how Maxio handles complexity across payments, and how to roll it out without disrupting billing.

Join Chris Weber, our Chief Product Officer for a deep dive into our product roadmap. On this quarterly webinar, we’ll walk through what’s been released recently, what’s coming next, and how you can stay up to date on ongoing developments.

This three-part webinar series focuses on the scenarios that most often go wrong post-go-live and how to handle them with confidence. Join individual sessions or the full series to learn how to reduce errors, minimize rework, and run more reliable billing operations.

The promise of AI is real, but are you implementing it the right way? In this on-demand webinar, Ben Murray, founder of The SaaS CFO, provides a masterclass on how top finance teams are building the right foundation for AI and applying it in real workflows. You’ll learn how top finance teams build the foundation AI needs in order to be effective, and practical use cases.

In this three-part webinar series, we break down how these workflows actually work, where teams get stuck, and how to handle them cleanly. Join individual sessions or attend the full series to build a more complete and reliable billing process.

Join Maxio’s executive team to see how they use Maxio Model Context Protocol (MCP) to help run the business. Across this series, each leader will walk through real examples and actual prompts they use to get the insights they need to guide decision-making.

Join Josh Aharonoff, founder of Your CFO Guy and Mighty Digits, for a free live masterclass where he’ll walk you through 5 ready-to-use finance templates built specifically for software finance teams.