The AI Treasury Playbook: Your First Prompts, Workflows & Wins

Discover how to integrate AI into your finance operations with our AI Treasury Playbook webinar. Learn actionable prompts, quick-win workflows, and practical insights to streamline transaction tagging, forecasting, and reporting. Find out how to leverage AI tools like ChatGPT, and prepare your team for the shift toward AI-native treasury platforms. Watch the webinar and download the prompt library to start today.

You’ve been told to “get AI into your finance roadmap”, but how do you actually do it? We launched our AI in Treasury Masterclass Series to help answer that question. Watch the AI Treasury Playbook: Your First Prompts, Workflows & Wins to get quick wins, real-world prompts, and practical workflows to start using AI today. No jargon. Just a clear, practical path to using AI in your treasury workflows starting today. We walk through:The 3 levels of AI adoption for finance (crawl → walk → run)What ChatGPT and other self-serve tools can (and can’t) doQuick wins like transaction tagging, forecasting inputs, and reporting promptsWhy AI-native platforms are the endgame - and how to prepare for them Watch the full webinar and download the AI Prompt Library to start using structured prompts in your workflows today. And when you’re ready for the next steps in your AI journey, book a demo to see how Nilus helps automate reconciliation, forecasting, and cash visibility at scale.

hbspt.forms.create({ portalId: “21935103”, formId: “96580237-12e4-4e5a-bc13-1608b6ec8d8a”, region: “na1” });