In this webinar, Vera Solutions explores how Claude can be integrated into financial workflows to help social impact organizations save time and improve data accuracy. Vera introduce Claude Cowork and the Claude for Excel add-in, showing how these tools act as specialized assistants rather than simple chatbots. By bridging the gap between program management systems like Salesforce/Amp Impact and ERP tools like Microsoft Dynamics Business Central, Claude enables teams to automate complex reconciliation tasks and data audits that would normally take days of manual effort.

Virtual · April 28, 2026 · Vera-hosted

Presented by: Alan Guedes, Director of Business Development, Americas, Katrina Seidel, Chief Growth Officer, Aseidas Blauvelt, Director of Engineering & Shyama Sinha, Director, Solutions Engineer

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Unlocking AI for Social Impact: Claude in Your Finance Workflows