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Using AI for Financial Management: Balancing AI Tools With Reliable Bookkeeping

AI is making it easier for small business owners to manage routine financial tasks, review information and find quick answers to common bookkeeping and finance questions. But when it comes to business finances, knowing when to use AI, and when not to rely on it, is just as important.

This free SCORE webinar will explore how business owners can use AI more effectively and responsibly when managing their finances. Attendees will learn practical ways to use AI to understand financial information, identify patterns and prepare for financial decisions.

The session will also take a closer look at the limitations of AI. Participants will learn what financial information should always be verified, when AI may lack the judgment needed to evaluate a situation accurately and why reliable bookkeeping remains the foundation of good financial decision-making.

The webinar will include four practical ways to use AI to support business finances, along with prompts that can be used for common financial questions and tasks. It will also explain how accurate financial records can help business owners check AI-generated recommendations before acting on them.

The session will be led by Neha Banik, Head of CFO Services at Pilot, where she leads a team of fractional CFOs working with startups and small businesses on financial decision-making.

This free, one-hour online session is a useful opportunity for business owners who are interested in using AI while keeping their financial processes accurate and dependable.

Click here to register

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September 23

Reduce Your Risk, Protect Your Future – SBA Mitigation Information Session

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September 24

Know Your Numbers: Financial Projections for Business Owners