Beyond Agents: How Finance Teams Are Automating Real Work Without Writing Code

Why "agentic AI" fails in finance

The gap between impressive demos and production-ready automation is real. We'll break down where probabilistic agents break and why month-end close, AP processing, and reconciliation workflows demand a different approach.

A live demo of deterministic AI teammates

Watch a Convey AI teammate process invoices in real time. You'll see the training step, the generated code, the execution, and what happens when it hits an exception.

A practical framework for evaluating automation tools

From Claude Cowork and OpenClaw to n8n and legacy RPA, we'll map the landscape and help you match the right tool to the right problem based on your team's technical capacity.

The implementation playbook

How long setup actually takes, which systems Convey works with (NetSuite, SAP, Excel, Google Workspace, legacy green screens), and how companies like Samsara and Faire are deploying AI teammates across their finance operations.

Glenn Hopper

Founder, RoboCFO | Former CFO | Author & AI Consultant

Glenn is a former CFO turned AI consultant with over two decades of finance and technology leadership across PE-backed companies. He founded RoboCFO to help finance teams bridge the gap between AI hype and practical implementation. He is Managing Director and Head of AI Practice at VAi Consulting, where he leads enterprise AI transformation for finance teams. Glenn is the author of Deep Finance, AI Mastery for Finance Professionals, and the forthcoming The AI-Ready CFO (Wiley Finance, 2026). He teaches AI in finance at Duke University’s Fuqua School of Business, the Corporate Finance Institute, AICPA/CIMA, and LinkedIn Learning, and hosts the FP&A Today podcast.

Rohan Chopra

Co-founder & CEO, Convey

Rohan was one of the first 20 employees at DoorDash, where he spent eight years building the logistics engine behind the company’s delivery platform. As Senior Director of Engineering, he led the Dasher & Logistics group responsible for the routing algorithms and operational systems that balanced supply and demand across millions of deliveries. He holds a degree in computer science from Stanford and co-founded Convey in 2024 to give non-technical operators the same automation capabilities that previously required a full engineering team.