For many small business owners, financial administration is one of the most time-consuming and anxiety-inducing aspects of running a business. This session demystifies AI's role in financial management, showing participants how to use AI tools to handle routine bookkeeping tasks, draft professional invoices, and generate clear expense summaries without requiring an accounting background or a dedicated finance team.The session opens with an honest look at where financial admin time actually goes in a typical small business: invoice creation, expense categorization, receipt tracking, payment follow-up, and month-end reconciliation. Participants will identify which of these tasks in their own business are the most repetitive, error-prone, or time-consuming, establishing a clear starting point for where AI can deliver the most immediate relief.The session will then cover how AI integrates with widely used small business accounting platforms, helping participants understand how to layer AI capabilities onto tools they may already be using rather than rebuilding their financial workflows from scratch.This workshop series connects small business owners with technology vendors, service providers, and consultants who share insights and tools relevant to each session's topic. Their involvement is intended solely for educational purposes and does not represent an endorsement of their products and/or services. Attendance does not create any obligation professional or otherwise to purchase or engage with any product or service introduced during the program. We encourage all participants to independently evaluate any tool, platform, or provider before making business decisions.

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