Finance leaders know the value of looking beyond the headline numbers. But turning a standard monthly sales report into meaningful insights for the board can be a time-consuming process.
On Wednesday 9th December 2026, 12.30 – 1.30pm, Headstar’s AI & Automation Specialist, Matt Swift, will host a free practical webinar demonstrating how AI can transform a standard sales report into a one-page summary and interactive dashboard in just 20 minutes.
You’ll see the process happen live, from identifying trends and potential risks to highlighting the insights that matter most.
What you’ll learn:
- Watch a standard sales report transformed into a one-page summary and interactive dashboard live using AI.
- Discover how AI can uncover hidden trends, risks and opportunities behind your sales figures.
- Get practical AI prompts you can immediately apply to your own sales data.
- Learn how to check AI’s calculations and use it securely with sensitive business information.
- See how AI can save time on reporting while delivering more meaningful insights for business leaders.
Attendees will also have the opportunity to apply for one of a limited number of free AI in Finance Consultations worth £250, offering practical advice on where AI and automation could add value within their own finance function.
About Matt Swift
Matt Swift is Headstar’s AI & Automation Specialist and a finance recruiter. Working alongside Headstar’s finance leadership team, Matt has introduced a wide range of AI and automation solutions that are currently saving more than 120 hours every month across the business.
His work has included automating credit control processes, improving management reporting, rebuilding forecasting tools, and creating automated dashboards that provide greater financial insight with less manual effort.
Matt has completed the Claude Code in Action certification and regularly works with tools including Claude, ChatGPT Enterprise, Microsoft Copilot, n8n, Zapier and Microsoft Excel.
Most importantly, Matt’s approach is grounded in real-world experience. All his solutions have been tested and implemented within a real business environment alongside qualified Finance Directors.
Webinar details:
Date: Wednesday 9th December 2026
Time: 12.30 – 1.30pm
Location: Zoom
