AI for Finance: Building the Data Foundation for Claude & Copilot
Join us for a Lunch & Learn focused on how finance teams are laying the groundwork to bring AI—like Claude and Microsoft Copilot—into everyday finance workflows.
Most finance teams are excited about AI, but the tools are only as good as the data underneath them. The real shift we're seeing is toward building a proper data foundation—semantic models, governed data in Microsoft Fabric and Azure—so AI assistants can actually be trusted with financial reporting, analysis, and planning.
In this session, we'll walk through what that foundation looks like in practice, and how it sets finance teams up to use Claude and Copilot with confidence.
What We'll Cover
Building the Right Data Foundation with Microsoft Fabric & Azure
How finance teams are centralizing data across ERP, CRM, and other systems in Fabric and Azure—creating a scalable, governed foundation that AI tools can query and reason over accurately. (While our focus today is Fabric and Azure, RVNA Tech also brings hands-on experience deploying data foundations on Databricks and Snowflake for teams on those platforms.)
Semantic Models: The Bridge Between Your Data and AI
Why a well-designed semantic layer is what allows Claude and Copilot to understand your financial data—metrics, hierarchies, and business logic—instead of guessing at it.
Governance: Keeping AI Accurate, Secure, and Auditable
A look at the guardrails finance teams are putting in place—access controls, data lineage, oversight, and restricting access to sensitive data—so AI-assisted reporting and analysis stay trustworthy and audit-ready.
Claude & Copilot in Action for Finance
A walkthrough of how these AI assistants can support finance teams day to day, including:
- Faster, narrative-driven financial reporting
- AI-assisted variance analysis and commentary
- Natural-language Q&A over financial data
- Support for forecasting and scenario planning
Who Should Attend
CFOs, Finance Directors, Controllers, Accounting Managers, and FP&A leaders who want to move beyond AI experimentation and understand what it actually takes—data-wise—to put Claude and Copilot to work in finance.
Agenda
11:45 AM - 12:15 PM: Welcome, network & coffee
12:15 PM - 1:45 PM: Lunch will be provided while we present on the following topics:
- Fabric & Azure: the data foundation for AI in finance
- Semantic models and governance: making AI trustworthy
- Live look: Claude and Copilot supporting real finance workflows
1:45 PM - 2:00 PM: Q&A and wrap up
While today's session focuses on Microsoft Fabric and Azure, RVNA Tech also has hands-on experience building data foundations on Databricks and Snowflake—happy to discuss those platforms during Q&A if that's more relevant to your environment.
Lunch
Catering will be provided. Our team can manage individual dietary requirements.
About RVNA Tech
RVNA Tech is a consulting firm focused on CFO technology, helping finance teams implement and optimize platforms with data, AI, PowerBI and FP&A software. We work closely with organizations to bridge finance and data, delivering practical solutions for reporting, planning, and analytics.