Claude for Excel

In one session, we go from a chaotic spreadsheet to hidden insights in your data — without writing a single line of code.

1. Opening

Why AI is changing the game for everyday work in Excel.

2. Data cleanup

Start from an unusable file and turn it into clean data with simple prompts.

3. Analysis and dashboard

Expense summaries, late-payment detection, automated dashboard with charts.

4. Recap and Finaxis

Key takeaways, how to go further, and live Q&A.

Next session

Tuesday, April 28, 12 p.m.

Time saved per week — 15 hours

Your host

Alexandre Bisaillon

CEO of Finaxis · Data and financial systems expert since 2014

I founded Finaxis to solve a problem I kept seeing in Quebec SMBs: brilliant professionals spending their days copy-pasting data, hunting for errors in Excel files, and chasing receivables.

Today, I'm introducing the tool that will change your relationship with Excel. Not in five years. Tomorrow morning.

The painful reality of modern finance

The numbers speak for themselves. Finance professionals lose enormous amounts of time on tasks AI can finish in seconds.

40% — of finance teams' time is spent on repetitive manual work. Source: McKinsey Global Institute, 2023

23% — of Excel files used in businesses contain significant errors. Source: Journal of End User Computing, Raymond R. Panko

8h — per week spent formatting, copying and manually verifying data. Source: Accenture — Finance 2025 Report

60% — of bank reconciliations in SMBs are still done with zero automation. Source: CPA Canada — Digital Transformation Survey, 2024

About Finaxis

Finaxis is the AI-powered accounts receivable platform, built in Quebec for the Canadian market — and for any growing business that invoices clients in Canada or Quebec. We provide intelligent AR infrastructure that plugs into your existing accounting system and CRM to orchestrate the entire collection cycle — from smart reminders and multichannel follow-ups (email, SMS, voice) to predictive payment scoring and receivables recovery.

80% — less time on manual follow-ups

15–25 days — of DSO reduction

Faster — accelerated cash collection

Finaxis — AI-Powered Accounts Receivable Automation

Finaxis is a Quebec-based SaaS platform that uses 8 specialized AI agents to automate B2B accounts receivable for SMBs and mid-market companies with $2M–$50M in revenue.

AI Agents

Eight specialized AI agents handle communication, credit analysis, payment forecasting, risk detection, dispute management, strategic intelligence, payment reconciliation, and customer experience — available 24/7 in 21 languages.

Measurable Results

Companies using Finaxis reduce DSO by 15–25%, follow-up time by 80%, and see response rates increase 20–40% compared to manual collections.

Plans

Iris — AR Agent: $500/month. Up to 150 clients, automated reminders, 1 user.
Billie — Credit Manager: $1,000/month. Up to 500 clients, AI copilot, predictive scoring, 5 users.
Nova — Financial Controller: $2,200+/month. 2,500+ clients, custom configuration, ERP integrations, 15 users.

Flat monthly pricing. No percentage on collected amounts. No per-user fees.

Integrations

Native integrations with QuickBooks, Xero, Sage 300, NetSuite, Acomba, Zoho, Salesforce, HubSpot, Microsoft Dynamics, and Pipedrive. Open REST API with real-time webhooks. Setup in 5 minutes.

Security

CASA Tier 2 certified. Data hosted in Canada. Enterprise-grade security with encrypted data at rest and in transit.

Contact Finaxis: support@finaxis.ai — Boucherville, Quebec, Canada