Skip to content
Fazeshift announces strategic investment from Amex VenturesRead the announcement

AI Masterclass for Finance Teams

Watch one practical finance workflow built from start to finish, then take the prompt framework and aging-report file structure back to your team.

45 minOn demand

Featuring

  • Caitlin Leksana

    Co-founder & CEO, Fazeshift

Watch the recording

The recording and downloads open on this page. See our privacy policy.

About this webinar

In one practical, step-by-step masterclass, we fix a past-due collections email and turn an aging report into a self-running cadence your team can adapt and use. Follow the complete build from the first prompt to a repeatable collections process. It was built live, so you see the inputs, the corrections, and the finished workflow, not a polished magic trick.

We demonstrate the workflow in ChatGPT. The same prompt structure and approach work in Claude, Microsoft Copilot, or Google Gemini, so use whichever one your team already has.

What we covered:

  • Fix the email: improve a real past-due message for clarity, tone, and action.
  • Structure the aging report: teach AI how to interpret the aging file and choose the next move.
  • Build the cadence: turn that decision logic into a repeatable collections workflow.

Who it’s for

  • Finance leaders and AR operators at any level of AI experience.
  • Teams who want a real collections workflow they can use tomorrow, not a generic AI demo.
  • Anyone with ChatGPT, Claude, Copilot, or Gemini. No coding required.

Share

No. We built it in ChatGPT, but the same prompts and structure work the same way in Claude, Copilot, or Gemini. Use whichever one your team already has.

See it run in your system

Bring a batch of your real AR — invoices, payments, whatever’s messiest — and we’ll show you exactly how the agents would read, match, and post it back against your own records.

Book a demo