Finance Automation with Domo AI

Bruce Harris, Director of Finance Applications at Torchy's Tacos, delivered an engaging presentation on the transformative role of AI in streamlining business processes, particularly in finance. He showcased how their custom-built AI agent, integrated with Domo, has automated tasks like vendor payments, invoice uploads, and charity event management—dramatically reducing errors and accelerating workflows. By formatting data for NetSuite and cross-checking signatures, the AI agent has simplified complex tasks, saving time and boosting accuracy. Harris highlighted the importance of treating AI as a helpful team member, not a threat, and emphasized the value of clear instructions, structured workflows, and validation checkpoints to ensure smooth operations. His innovative use of combination fields in demo forms illustrated how intelligent design can cut development time from months to days. The presentation underscored AI's power to reduce manual labor, enhance decision-making, and deliver exponential time savings in financial operations.