01
Forecasting workflows
Use AI to speed up planning cycles, scenario comparisons, and model updates without losing confidence in the numbers.
[ NY Tech Week ]
AI for Finance: Building with Claude + Excel, MCP, and more
A practical, hands-on working session for finance teams moving from AI curiosity to decision-grade workflows.
[ Hands-on, not hype ]
Bring your laptop. Bring your real problems.
This is not a panel. It is an interactive working session where finance operators, builders, and leaders will identify AI opportunities, test workflows, and leave with practical systems they can use immediately.
Hosted by Pluvo & BMO, this session is designed to help finance teams reduce manual work, move faster, and start operating in an AI-first way.
[ What we will build together ]
From AI curiosity to workflows your finance team can actually use.
02
Reporting automation
Turn recurring reporting work into repeatable workflows with Claude, Excel, and connected business context.
03
Decision support
Explore how agents and MCP-style workflows can help finance teams investigate drivers, explain variance, and support better decisions.
[ Session flow ]
A compact working session with clear takeaways.
We will move quickly from context to implementation so attendees leave with usable patterns, not just notes.
3:30 PM
Arrival and context
The real finance AI landscape and where teams are getting stuck.
3:45 PM
Claude + Excel walkthrough
A practical workflow using AI to accelerate analysis and reporting.
4:15 PM
Hands-on build
Bring one finance workflow you want to improve and test a practical approach.
5:00 PM
Share-outs and demos
Compare ideas, pressure-test workflows, and identify practical next steps.
5:30 PM
Wrap
Follow-up demos and next steps for interested finance teams.
[ Book a Pluvo demo ]
Pick a time that works for you.
Schedule directly with the Pluvo team below.
[ About Pluvo ]
Decision-grade intelligence for finance and strategy teams.
Pluvo is the context layer for AI in your enterprise. We help teams unify data, business logic, and reasoning so AI agents can produce accurate, explainable, decision-grade outputs.
[ RSVP ]
Space is limited for this hands-on session.
Join Pluvo and BMO for a practical working session on AI for finance teams during #NYTechWeek.