Tuesday, October 13, 2026 - 9:00–10:00 AM PT
Hosted by Mitch Ward (Channel Partnerships & GTM Lead, Expensify)
See what it looks like when a small business owner asks Claude to run their books — cash flow, month-end close, and tax prep, done live, directly inside Claude for Small Business with Expensify connected.
Mitch walks through Expensify's new connector inside the Claude for Small Business plugin — plugging Claude directly into a business's expense, card, and receipt data. He'll build three real finance requests live, on screen, the kind most small business owners either pay someone else to do, or don't do at all.
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.
Small businesses have never had access to the finance team that larger companies take for granted — someone to reconcile the books, chase receipts, prep taxes, and flag spending trends before they become problems. Expensify and Anthropic are betting that this work becomes a single conversation instead of a spreadsheet, with millions of small businesses now running day-to-day operations through AI.
This session shows what that looks like in practice: come for the full session, and leave with a finance workflow you can turn on immediately, staying in control of every step along the way.
Channel Partnerships & GTM Lead, Expensify
Mitch leads channel partnerships and go-to-market at Expensify, working with partners to drive adoption of a platform that automates the full spectrum of business spend — from expenses and corporate cards to travel and reimbursements. His focus is making sure the right partners, integrations, and workflows are in place so finance teams can stop chasing receipts and start doing work that actually moves the needle.
