Let ChatGPT do the checking. In one live workshop, follow a step-by-step guide to connect it to your Xero data and watch it review transactions, catch mistakes and flag suspicious invoices, bills and payments for you.
CFO & COO at Weel | Former Director of Investment Banking at Citi
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A session Damon presented earlier this year on finance leadership in the age of AI.
In this 60-minute session, Weel CFO & COO Damon Hauenstein automates the work your team does by hand today, using tools you already have. You’ll see the setup, the prompts and the results, and leave knowing how to do it yourself.
Give ChatGPT access to read records and write notes back to Xero.
Pull 30 days of invoices, receipts and transactions, wherever they came from, check them all and rerun it every week.
ABN lookups and the tell-tale signs of an AI-generated invoice or receipt.
Wrong amounts, GST coded wrong and bills in the wrong month, flagged before close.
Build a review dashboard to assess flagged transactions, sign off exceptions and record notes in Xero.
Follow Damon step by step as he builds the solution, with the opportunity to ask questions along the way.
Whether you’re already using ChatGPT or still weighing it up, this is your chance to see what it can do for your finance checks. It’s built on the Xero and ChatGPT you already have, with no new platform and no developer, and it helps you catch honest mistakes as well as suspicious records, so you can trust what’s in Xero. Join Damon Hauenstein, Weel’s CFO & COO, live: follow along step by step and ask your questions as he goes.
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