Automating Financial Intelligence Using AI

This is the third session in our Building & Scaling Businesses with AI series, designed to help entrepreneurs streamline and strengthen key areas of their business using AI tools.

In this session, Orry Skelton, co-founder of Synapse AI Solutions, will show you how to take control of your business finances with the help of automation and artificial intelligence.

We’ll cover:

· Using AI tools to simplify bookkeeping and budgeting

· An introduction to predictive financial modeling

· How to enhance tools like QuickBooks with AI overlays

· Tips for using Microsoft Copilot and Excel formulas to automate reporting and financial insights

This session is great for anyone looking to reduce financial stress, improve clarity, and make better decisions backed by data. No accounting background required! Bring a device to follow along with demos and tools.

Host or Publisher America's SBDC at WTAMU