On-demand Webinar: Building No-Cost AI Finance Tools: How AP & AR Teams Can Create Tools and Training with ChatGPT and Copilot

AI isn’t just for companies with massive automation budgets. The biggest breakthroughs in finance operations today are happening with free, widely available tools like ChatGPT and Microsoft Copilot. Accounts Payable and Accounts Receivable teams that know how to harness these platforms are already slashing manual workloads, speeding up reporting, and uncovering insights that used to take hours and mounds of spreadsheets.

Here’s the great news: AI doesn’t require massive investments. Instead, it’s about knowing where to start and how to scale. In this highly tactical and practical webinar, two practitioners will show you how to cut through the hype and create your own custom AP and AR solutions with no coding background and zero extra budget.

You’ll see how to:

• Build AI-powered tools to automate repetitive AP and AR tasks—invoice validation, aging reports, cash application notes, and vendor queries—without expensive software.
• Use ChatGPT and Copilot to generate working templates, and process checklists.
• Develop a practical AI training program that gets your team comfortable and productive with these tools.
• Identify guardrails that protect against errors, hallucinations, and compliance risks while still taking advantage of AI’s speed.

This session won’t just talk about AI—it’ll show you, step by step, how AP and AR professionals are already putting it to work today. If your team is under pressure to do more with less, this is your roadmap to unlock productivity, improve accuracy, and build AI confidence across your department.

Speakers:

Martin Girard
Chief Accountant – Revenues and Credit, Barette Structural

Martin Girard is a CPA with over 20 years of experience in finance, process optimization, and database management. Since 2012, he has specialized in credit management, where he focuses on building practical solutions that make teams more efficient.

Today, Martin develops AI and Power BI powered tools that simplify daily work and encourage others to embrace innovation in finance operations.

Lisa Lansaw
Director, Global Credit Collections, Nidec Motor Corporation

Lisa Lansaw is a seasoned Credit Director with expertise in credit risk, financial analysis, and regulatory compliance. She has a proven record of reducing bad debt and improving cash flow through strategic, data-driven credit policies. Her global leadership experience includes guiding cross-functional teams and driving digital transformation in complex financial environments. Lisa is also a dedicated mentor, focused on building customer-centric teams that align credit risk with business growth.

Moderator:

Jess Scheer
Senior Content Manager, IOFM

Jess Scheer is an award-winning business reporter who has focused on finance-related topics for more than 25 years. He currently serves as IOFM’s senior editor.

Continuing education credits available!

 Continuing Education for IOFM Certification

Receive 1 CEU toward maintaining a certification with IOFM! IOFM's premier certification programs are designed to establish standards for the industry and recognize financial operations professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the body of knowledge in their profession. Additional rules may apply, depending on your certification. See full guidelines here. 

Accessibility Information:

IOFM is committed to accessibility. Disability-related accommodation requests for the live event (such as providing live captioning) should be sent to [email protected] by close of business the day before the live webinar. A captioned recording of this webinar can be made available upon request to [email protected].

Cancellation policy:

To cancel your registration for this event, simply contact IOFM customer service at [email protected] (or call 207-842-5557) no later than 24 hours prior to the scheduled start of the event. You can choose to access the full recorded event, or, your credit may be applied toward the purchase of any IOFM product or interactive event. If for any reason you are not completely satisfied with this program, we will provide a full refund — no questions asked!

For more information:

Contact Customer Service:

Phone: (207) 842-5557

Email: [email protected]