Bottomline

Move from fragmented systems and disconnected data to a connected, AI-powered finance function—improving cash flow, reducing risk, and delivering measurable outcomes with full governance and control.

Why Attend

90% of CFOs are under pressure to adopt AI
78% say fragmented systems are holding them back
76% say adoption is outpacing their systems and data readiness

The result? A widening gap between AI ambition and operational reality.

This session will show how to close that gap—by connecting workflows, data, and AI into a single, governed operating model for the Office of the CFO.

What You'll Learn

How to embed governed, agentic AI directly into finance workflows—not as a disconnected layer
How to connect AR, AP, Treasury, Payments, and cash application into one operational view
How to shift from reactive reporting to real-time execution and decision-making
Where AI is delivering immediate impact today: forecasting, fraud prevention, and collections

What Makes This Different

Unlike generic AI tools layered on top of finance:

Bottomline’s CFO Suite + BEA is built for the way cash actually moves through the business:

Operates inside existing finance workflows—no system replacement required
Connects bank data, ERP data, payments, and workflows into a single operational view
Ensures every action is auditable, traceable, and governed with human oversight

Agenda

The AI reality gap in finance today
Why fragmented systems are the real blocker (not AI)
Introducing agentic, governed finance
How to get started—fast, phased, and without disruption

Turn AI from a risk into a competitive advantage.

Speakers

Naomi Smith Senior Solutions Consultant, Bottomline

With over 15 years of experience in sales and presales, Naomi brings deep expertise in financial technology and AI-driven solutions. She’s passionate about helping finance leaders streamline operations, optimize cash flow, and unlock strategic growth. Known for her practical approach and engaging demos, Naomi turns complex financial challenges into clear, actionable insights

Richard Ransom Head of Solution Consulting, Bottomline

With experience working with corporates of all sizes and for vendors, banks, payment schemes, infrastructure providers, and as a specialist consultant, Richard has gained extensive experience in the solutions to solve the issues surrounding business payments and associated AP, AR, and Cash Management Processes. His specialities include today’s business payment methods, the future business payment landscape. He also focuses on automation, efficiency, and fraud and error mitigation in the AP space.

Dean Oxley Head of Value Consulting, Bottomline

With more than a decade of experience in pre-sales, Dean specialises in developing customised SaaS payment and collection processing solutions that tackle complex business challenges. These solutions help organisations streamline their financial operations and meet their strategic objectives. Focused on transforming payment processes for companies and financial institutions, Dean is dedicated to simplifying operations, digitising workflows and automating processes to improve both efficiency and security

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Introducing CFO Suite - AI That Works Where Finance Works