How Tugger’s CFO closes the books with AI

How Tugger’s CFO closes the books with AI
What does month-end look like when AI is doing the work—not just answering questions? In this FIN webinar, we explore how Tugger’s CFO, Mark, is using AI to run a fully end-to-end close process across a multi-entity group.
Mark has moved well beyond prompt-based experimentation. Using Claude and Tugger, he consolidates entities, generates P&L reports, and produces monthly management accounts automatically. Data flows from Xero through Tugger into Claude, creating a seamless pipeline that’s redefining how finance teams operate.
This is a real-world, peer-driven story for CFOs and Financial Controllers who want practical insight, not theory. We’ll unpack what’s working, what surprised him, what was clunky at first and how he maintains control and trust in the numbers.
Format: Fireside chat (peer conversation)
Designed as an interview rather than a presentation, this session brings out the detail and nuance that matters most to finance leaders.
You’ll be joined by Tugger’s co-founder Craig, who has worked closely with Mark and will share the story.
While Mark won’t be joining live, his experience and workflows underpin the entire session—brought to life through Craig’s perspective and a grounded, practical walkthrough of Tugger.
If you’re curious what a genuinely AI-enabled month-end looks like, this is the conversation.