Creating Financial Narratives using AI with Maxio and The SaaS CFO
Join Ben Murray, the SaaS CFO, and Chris Weber, VP at Maxio, as they explore how AI is transforming year-end financial reporting.
In this practical, no-fluff session, Ben and Chris demonstrate how finance teams can leverage AI tools like Claude and ChatGPT—along with Maxio’s financial operations platform—to craft board-ready reporting narratives in minutes.
They’ll share best practices for recurring revenue metrics, churn analysis, and investor updates, plus show how Model Context Protocol (MCP) enables real-time financial insights directly from your systems.
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Key Takeaways
Consistency in Reporting Builds Trust
“Make sure that everybody’s appraised and there’s no surprises going into a board meeting.” Consistency in format and cadence ensures stakeholders can quickly spot trends and focus on the insights that matter .
Narratives Need Both Highlights and Lowlights
“Don’t just sugar coat it. Don’t just highlight the wins and the positive. Have balanced conversations with some of the low light.” Balanced storytelling strengthens credibility and prepares leaders for tough discussions .
AI Reduces Time Spent, Increases Depth of Analysis
Producing summaries and reports used to take hours. Now, “the ability to produce this high-level analysis and summary and readout is gonna become pretty inexpensive” thanks to AI . This frees finance leaders to spend more time interpreting results and guiding strategy.
Data Hygiene Is the Critical Foundation
AI unlocks faster narratives and insights, but “if the data hygiene isn’t there… you’re gonna get kind of pushed down a different path than really what the data validates.” Clean, reliable inputs make AI outputs truly useful .
AI Elevates Finance into Storytelling and Strategy
As Chris summed up: “What’s missing is still your input… it’s really elevating the CFO community, the finance community, to be more of a storyteller and looking out of that forward-looking direction versus just reporting on the past”