Free AI Finance session

Learn AI tricks
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top Finance teams use

Learn how AI-native Finance teams use Claude, ChatGPT, and Gemini with graph8 to stay current on recognized revenue, AR aging, and forecast variance, catch billing and collections problems before close, protect cash and margin, and turn fresh context into the right call.

 See what AI-native Finance teams do differently

Everything here runs on graph8's free plan. No credit card, nothing to buy. Leave with a workflow you can use the same day.

Know what changed → Understand why now → See the revenue and risk → Act with context → Own the decision
Claude Desktop
graph8 connected
What changed across our revenue and AR this week, and what needs my attention before close?
3 invoices slipped past 60 days, $84k at risk Cobalt Labs upgrade not yet on the recognition schedule Drafted an AR aging and exposure brief
Why now
Three invoices crossed 60 days this week and $84k is now at collection risk before close. Pull the AR aging and flag the exposure to the controller today.
graph8 gives Claude the live billing and revenue context. Draft opener
On the free plan
$84k past due this week
Trusted byEnterpriseteams on graph8
Western Union

The AI-native habits

The 10 workflows that keep Finance teams current

Steal them now. Master them live, hands-on, in your own graph8. No fluff, no theory you can't use Monday morning. Each one keeps you more informed than the team next to you.

01 Know the account before the forecast review

Pull billing status, recognized revenue, deal history, and the last conversation into a revenue brief in seconds, before you weigh in.

Claude + graph8
02 Catch AR aging before it ages out

Let AI watch invoices crossing 30, 60, and 90 days, then surface the balances that put cash and close at risk this week.

Collections
03 Reconcile bookings against recognized revenue

Find upgrades, downgrades, and new contracts that haven't hit the recognition schedule yet, so revenue is booked in the right period.

Rev rec
04 Build account segments in plain English

Describe the cohort you care about, and graph8 returns the matching accounts and contacts, scored on what's happening now.

graph8 MCP
05 Turn context into the right flag

Feed the signal and the brief into a clear note for the controller or deal owner. Draft in Claude, route it where the team already works.

Handoff
06 Catch forecast variance the moment it opens

Compare committed numbers against billed and recognized actuals, then surface the accounts driving the gap before the review.

Forecast
07 Spot margin erosion before it compounds

Watch discounts, write-offs, and pricing exceptions across deals, then flag the accounts pulling margin below the floor.

Margin
08 Walk into every review current

Pull the latest revenue and AR signals, the at-risk balances, and the open threads in 30 seconds before the meeting.

Review prep
09 Operate from one AI command center

Connect graph8 to Claude Desktop once, then brief, segment, and draft by asking, and keep the approval gate on every action.

Claude Desktop
10 Turn your best workflow into a repeatable skill

Save your best play, like the weekly AR aging and exposure scan, as a reusable command your whole team runs the same way.

Claude Code
Pick your track

Two ways in. Both free.

Need a quick win today, or the full set of workflows? Start with either.

Start here 1 session, about 45 minutes

Instant payback

Connect graph8 to your AI and walk out current today. In one live session you see what changed across your revenue and AR, catch the aging balances and forecast gaps that matter, and draft an exposure brief, in plain English.

  • Claude Desktop connected to graph8
  • A live view of what changed across your revenue and AR
  • An AR exposure brief you can act on today
Go deeper 5 weekly sessions, plus exercises

The full workflow series

All 10 workflows, taught live and hands-on: knowing what changed in revenue, building the account picture, catching AR and forecast risk early, acting with context, and the human decision. Each session ends with an exercise you run in your own graph8.

Live weekly, recorded, community included.

See the weekly series

The curriculum

Master all 10, live

The 10 workflows, taught hands-on across five weekly sessions. Each one ends with an exercise you run in your own graph8 and Claude.

Know what changed in revenue

Know what changed in revenue

Signals, billing status, and recognized revenue: spot the balances that moved this week.

Build the account picture fast

Build the account picture fast

The revenue brief: billing, recognition, deal history, the last conversation.

Catch AR and forecast risk early

Catch AR and forecast risk early

The aging balances and the forecast gaps, before they hit close and the numbers.

Turn context into action

Turn context into action

Clear flags, follow-ups, and handoffs to the controller or deal owner, from Claude.

Walk in current

Walk in current

Forecast review prep, collections follow-ups, and owning the decision.

Outcomes

What you'll walk out able to do

Better context creates better conversations. Better conversations create cleaner revenue and tighter cash. These are the practical capabilities you leave with, not vendor hype.

See which revenue and AR balances moved this week, and what it means for close.
Understand why an invoice or contract needs attention right now, not at quarter end.
Build the full picture of an account's billing and recognition into a tight brief in seconds, not 20 tabs.
Catch AR aging, forecast variance, and margin erosion before they hit the numbers.
Turn fresh context into the right call, flag, or follow-up with the controller or the deal owner.
Walk into every forecast review current, then reuse the workflow every day.
Why now

AI won't take your job. A finance pro who knows how to use AI will.

Gartner predicts 95% of seller research will start with AI by 2027, up from under 20% in 2024. Source: Gartner
Yet Gartner expects fewer than 40% of teams to actually get a productivity gain from it. The difference is knowing how to use it. That's what this session fixes. Source: Gartner
The GTM context layer

Your AI is only as good as its context.

Claude, ChatGPT, and Gemini are brilliant, but blind to your revenue. graph8 gives them your accounts, contacts, billing and usage signals, deal history, and campaign activity, plus safe execution. So they answer what changed and why now, not generic fluff. We go deepest on Claude Desktop and Claude Code, in plain English, with no terminal anxiety.

Our focus
Claude
Claude Anthropic

Desktop + Code. Where we go deepest.

ChatGPT
ChatGPT OpenAI

Fast drafts and qualification.

Gemini
Gemini Google

Data-heavy research.

Build it where you already work

You'll learn to run it from Claude or ChatGPT.

graph8 connects as the context layer your AI can call: accounts, contacts, billing and usage signals, deal history, and safe execution. By the end you'll ask what changed and why now, and act on it, right where you already work.

connect graph8
https://be.graph8.com/mcp/

We walk through this live in the session. Paste once, sign in, and the graph8 context tools appear.

Claude.ai

Claude.ai

Add connector
Claude Desktop

Claude Desktop

Add connector
ChatGPT

ChatGPT

Add connector

Cursor

MCP config

Or DM the same agent on Slack, WhatsApp, or iMessage.

You'll learn to ask
What changed across our revenue and AR this week? Which invoices are aging past 60 days right now? Draft an AR aging and exposure brief for these accounts
The human node

AI keeps you current. You own the decision.

An AI-native Finance pro isn't replaced by AI. You let it keep you informed on every balance and contract, and you own the calls that move revenue and cash. This session trains both sides.

graph8 + Claude keep you current
  • Watch signals and surface what changed
  • Build the account picture and draft the brief
  • Flag AR aging and forecast variance, with the why
  • Write clear, context-rich follow-ups
  • Track the open items so nothing slips
You own the decision
  • Decide which balances and contracts need attention now
  • Review and approve before anything sends
  • Make the call on the forecast and the risk
  • Align with controllers and deal owners
  • Set the policy and own the numbers
How it works

A free skills upgrade, not a webinar you forget.

Live, hands-on, and built to make it stick.

Live and recorded

Join the live session each week in the graph8 auditorium, or watch the recording any time. No seat cap.

A community to build with

Ask questions, share your work, and learn from other people going AI-native.

Exercises you actually run

Each session ends with a hands-on exercise in your own graph8, so the workflow sticks instead of staying theory.

Who it's for

Same session, built for your seat.

Everyone learns to stay current and act on context with AI. The workflows adapt to your role, whether you own revenue, run billing, forecast, or build the GTM stack.

Finance leadersRevOpsControllersRevenue analystsGTM engineers
Built on a decade of campaign data

The same engine that powered campaigns for Cisco, Okta, IBM, Yamaha, and Nasdaq, now a free GTM data layer. Real outbound outcomes, not synthetic data.

CiscoOktaIBMYamaha
Before you get started

Frequently Asked Questions

No. The teams who win are the ones who stay current, orchestrate AI, and own the human decisions: the forecast calls, the risk judgment, the policy. This session trains you to be that team, not to compete with a bot.

No, and that's the point. AI keeps you current on every balance and contract and preps the context, so you catch AR and recognition problems earlier and act with a reason. You still own the judgment and the numbers. Cleaner revenue is the result of better context, not a button.

Yes. The session and the workflows are free, and everything runs on graph8's free plan. You only spend graph8 credits if and when you run real execution like sending or calling, and you start with 1,000 free.

No, you can follow along. A free account gets you the data layer to practice on during the exercises, with no credit card.

Both. There is a live session each week in the auditorium, and every session is recorded so you never miss one.

Each session is about 45 minutes, live weekly. Come to the ones you want, watch the rest recorded. Session one alone leaves you more current that day.

The session is broad AI go-to-market. This page is tailored to Finance teams, but RevOps, revenue leaders, and GTM engineers attend the same program.

Become the Finance leader who always knows why now.

The teams pulling ahead aren't working harder. They stay current, know what changed in revenue and AR, and act with a reason before it hits the forecast. Get the same edge free, and start by seeing what changed across your numbers in session one.

  • Free. Runs on the free plan, no credit card.
  • About 10 minutes to set up. Plain English, no terminal.
  • Live weekly and recorded, so you never miss one.
  • All 10 workflows, hands-on in your own graph8.
  • Walk out of session one already more current.