Preparing the Back Office for AI: Readiness Checklist for CFOs, Heads of Finance, and Controllers

It’s easy to say that AI will help teams close faster and get reconciliable numbers. Actually leveraging AI to get accurate and defensible predictive SaaS metrics like ARR and MRR is much more difficult. The truth is: you need to have verifiable, reconciliable numbers in place to get metrics that allow you to predict churn, expansion, and cash collection using AI. 

Join Ben Murray, The SaaS CFO, and Jason Berwanger, CEO at HubiFi, on January 21, 2025 at 1 pm EST / 10 am PST as they discuss the steps teams need to take in order to bring AI to the back-office. 

Learn why daily or continuous revenue close is the prerequisite for AI implementation—not an afterthought. We'll cover how clean data impacts everything from ARR/MRR accuracy to the insights AI can actually deliver, especially for companies dealing with usage-based billing complexities.

By establishing this clean data foundation, finance teams can move from historical reporting to predictive analysis, dramatically improving crucial down-funnel metrics and proving the strategic value of the function.

What you can expect from the webinar:

The four core processes and systems your team must have in place before bringing on AI to the back office.

How to get clean, consistent data for ARR/MRR and other metrics that your board cares about and how to know what good looks like.

How to differentiate between solutions when looking to bring on AI to the back-office without compromising integral internal and external controls.

Speakers:

Ben Murray

The SaaS CFO

Jason Berwanger

Co-Founder and CEO, HubiFi

Upcoming webinars:

On-demand webinars: