July 30 · 9:00–10:00 AM PT
Hosted by Nicolas Boucher (Founder, AI Finance Club) and David Barrett (CEO, Expensify)
Watch the same three finance headaches (messy data, reconciliation, and reporting) solved twice: once built by hand with AI, once built into Expensify.
Nicolas Boucher has taught 10,000+ finance professionals how to use AI. David Barrett founded Expensify. Together, they're building three AI agents live, on screen, the kind most finance teams either don't know how to build, or don't know they already have.
Watch one task, receipts in > reconciled card feed out, go from manual upload to a self-reporting agent. Along the way, you'll see the 5 levels of AI automation: the exact point where AI shifts from assistant to doing the work for you, and how those levels play out across each workflow below.
Turn a messy card file and a folder of receipts into clean, GL-coded expenses: built by hand in 3 minutes.
Set up a workspace, connect the card feed, and onboard your team, then watch a custom agent do that same setup without anyone touching a keyboard.
Match a card statement to its receipts and get every mismatch explained, instead of hunting for it in Excel.
Watch an agent catch a duplicate or policy-breaking claim before it's ever paid: automatically, no review needed.
Get AI to email everyone who still owes you a receipt, so you stop chasing staff every month.
Build an agent that assigns cards, gathers receipts, and sends a daily report: you only review the exceptions.
Finance teams lose 20–50 hours a month reconciling data across 3–5 systems, and spend more time explaining mismatches than fixing them. Expense fraud costs organizations roughly 5% of revenue a year, and duplicate or fake claims hit smaller teams hardest.
This session shows the fix: AI does the matching, you review only the exceptions.
Founder, AI Finance Club
The most-followed finance thought leader (3.7M+ engaged), and the leading voice on AI in finance. Trained 10,000+ finance pros, spoken 200+ times for Mercedes-Benz, AWS, Siemens, and KPMG. Previously led finance at Thales in Germany and audited for PwC. Founded the AI Finance Club, now 2,000+ CFOs and finance leaders strong.
Founder & CEO, Expensify
Founded Expensify in 2008, took it public in 2021 (NASDAQ: EXFY). Trusted by 15M+ people, having processed $100B+ in spend. Shipped the industry's first receipt-scanning tech (SmartScan) and is now rebuilding Expensify around AI agents that do the expense work for you. Programmer since age six, University of Michigan engineer.
