From ERP Data to AI-Ready Forecasts: A Practical Introduction to MCPs for Finance Teams

Learn how MCPs can help finance teams connect AI assistants to governed ERP data

AI is moving beyond generic chatbots. For finance teams, the next major opportunity is connecting AI assistants to governed ERP data so they can support practical workflows such as reporting, analysis, and forecasting.

In this virtual event, Christian Wattig, Founder of Inside FP&A and creator of the Wharton School's FP&A program, will explain what Model Context Protocols are, why they matter for finance and FP&A, and how they can help AI tools work with business data in a more structured way.

Christian will show how to retrieve historical revenue data from ERP through an MCP connection, use an AI assistant to generate Python code, run that code in Excel to create an ARIMA-style forecast, and use backtesting to evaluate the accuracy of the approach. He'll also introduce NetSuite Next and discuss how integrated AI experiences may shape the future of finance operations.

In this virtual event, we will cover:

• What MCPs are and why finance teams should understand them.
• How MCPs can help AI assistants connect to ERP data in a more structured way.
• Why governed access to business data matters for finance AI use cases.
• Turning historical ERP data into a forecast with AI, using Python code in Excel and ARIMA-style modeling.
• Where NetSuite MCP and NetSuite Next fit into the broader AI-in-finance landscape.
• Practical considerations for finance teams that are still early in their AI journey.

Featured Speakers

Christian Wattig
Founder and Lead Instructor
Inside FP&A

Ranga Bodla
VP, Field Engagement and Marketing
Oracle NetSuite