July 16, 2026
Even with the latest SAP rollouts in place, manual reporting cycles and disconnected planning data is one of those things that keeps surfacing in every close conversation. The opportunity to address it is finally within reach, without overhauling what already works.
Join SimpleFi for a working session on Building a Budget Entry Agent for SAC Using Claude. We’ll walk through the approach as a process — the upstream decisions, the trade-offs, and the early wins our consulting team sees most often when finance leaders put this into practice.
Drawing on engagements with finance leaders across industries, we’ll cover the questions to ask before you start, the common pitfalls to avoid, and how to phase the work so it stays manageable for finance, IT, and the business stakeholders involved. By the end, you’ll know which decisions matter most up front, which can wait, and where to spend the first month of effort.
What You’ll Learn
During this session, we’ll provide live demonstrations of:
- Design an AI agent that works with your SAP Analytics Cloud planning and reporting processes
- Leverage Claude to understand business questions and generate intelligent, context-aware responses
- Connect AI with SAC data and business rules to automate analysis and decision support
- Apply proven design patterns and implementation tips to accelerate your own AI agent journey
Who Should Attend
This webinar is designed for:
- Finance leaders
- FP&A teams
- SAP users
- Analytics leaders
Register Now!
July 16th, 2026, 11AM CST
Duration: 45 Min
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