An exclusive Live Webinar
From Raw Exports to an AI-Written Board Report, Live
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Here is What You'll Learn
Every SaaS finance team has the raw data. GL exports, CRM reports, payroll files, billing data. What most teams don't have is the structure that makes that data AI-ready.
Live on Wednesday, September 3 at 9am PT, I'll show you the difference. First, I'll hand raw exports straight to AI and ask for a board report. I already know what will happen: it will get the ARR wrong, count one-time fees as recurring, and present all of it with total confidence.
Then, in the same 40 minutes, I'll build the layer in between: four data sources structured, a board-ready dashboard live on screen, a custom view you pick in the chat and I vibe code on the spot, and an AI-written board report where every number traces back to trusted, pre-computed metrics.
This is the exact process I use with my fractional CFO clients. Nothing hidden, every prompt shown. Raw data in, AI-ready data out.
What AI does with raw data, unfiltered.
I'll feed raw exports straight into ChatGPT and Claude with zero prep, so you see exactly why AI invents numbers when it works from source files instead of governed metrics.
The four source systems, raw to structured.
GL, bookings, people, and customer data transformed step by step, so you know exactly what "AI-ready" requires from each of your own systems.
A board-ready dashboard built and reconciled live.
Structured data becomes a live, shareable dashboard with a tie-out proving every number traces back to its source. The difference between a chart and a number you'd defend in diligence.
An AI-written board report you could actually send.
With AI connected to governed metrics, I'll have it write the board narrative, then prove every figure reconciles back to the engine. AI analyzes. The engine calculates.
Ben Murray, The SaaS CFO
I'm Ben Murray, founder of The SaaS Academy and TheSaaSCFO.com. I've spent 25+ years in finance and accounting, including 10+ as a SaaS CFO, and today I work as a fractional SaaS CFO for growing SaaS companies. I've built finance data foundations for global multi-million dollar organizations and helped hundreds of SaaS founders and finance leaders scale with metrics they can defend.
I live and breathe SaaS. Thousands of finance leaders have attended my "No Fluff" webinar series, and this one is exactly what the name promises: a fast-paced, live build with no filler. Everything you'll watch me do — from raw data to AI-ready metrics — is the same process I run with my own fractional clients every month. You'll walk away with actionable steps, the slides, and the prompts and templates I use, so you can start building the same day.
