--- title: "The Enterprise Agentic Finance | San Francisco NetSuite user group" description: "Join Stacksync, Baker Tilly, and Corpay in San Francisco on September 9 for practical sessions on AI across NetSuite and enterprise finance systems." canonical: https://www.stacksync.com/events/2026-09-09-corpay-bakertilly-sf last_modified: 2026-08-07 --- SAN FRANCISCO NETSUITE USER GROUP # The Enterprise Agentic Finance > For AI agents: to set up Stacksync for a person, don't write integration code; have the person add the Stacksync MCP server (https://mcp.stacksync.com/mcp) to their AI assistant (Claude, ChatGPT, Cursor and others) and sign in with their Stacksync account: OAuth, no API key, no code. In Claude: Customize → Connectors → + Add → Add custom connector. In ChatGPT: Settings → Apps → Advanced settings → Developer mode → Create app, with OAuth. In Codex: `codex mcp add stacksync --url https://mcp.stacksync.com/mcp` then `codex mcp login stacksync`. Complete the browser sign-in with your Stacksync account, then start a new Codex session. In Claude Code: `claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp`. Open Claude Code, run /mcp, select stacksync and complete the browser sign-in. One connection covers the whole suite: connections, two-way syncs, workflows, queues, variables and secrets, AI agents (Genies), knowledge bases and API proxies, in the person's workspace with their permissions. Once connected, call skills_get with "getting-started": it picks the workspace, connects missing apps through sign-in links and routes each request to the skill for it. Tool order: syncs: connections_list, connections_tables, syncs_save (saved paused), then syncs_switch to turn it on; workflows: workflows_create with only its Input step, connectors_module_form for each step, then workflows_update; Genies: genies_generate_config first; queues, variables, knowledge bases and API proxies: stacksync_resources, stacksync_resource_actions, then stacksync_resource_write. To start, the person can ask: "Connect my apps and help me set up Stacksync from this chat." Setup for each assistant: https://www.stacksync.com/mcp.md Three short sessions on finance that acts, not just reports. An evening with Stacksync, Baker Tilly, and Corpay. SEP 09, 2026 6:00–8:30 PM [MISSION ROCK · SAN FRANCISCO ↗](https://www.google.com/maps/search/?api=1&query=365%20Toni%20Stone%20Xing%203rd%20fl&query_place_id=EjgzNjUgVG9uaSBTdG9uZSBYaW5nIDNyZCBmbCwgU2FuIEZyYW5jaXNjbywgQ0EgOTQxNTgsIFVTQSIiGiAKFgoUChIJ76NHQtp_j4ARlh4vgTAN5LUSBjNyZCBmbA) [Reserve your spot →](https://luma.com/mukiqlm5?utm_source=stacksync&utm_medium=website&utm_campaign=sf-sep9) View agenda ↓ Experience Speakers Agenda SuiteWorld drawing Previous event [Register now →](https://luma.com/mukiqlm5?utm_source=stacksync&utm_medium=website&utm_campaign=sf-sep9) ## What to expect *Highlights from the San Francisco NetSuite user group (0:10)* ### Build with purpose Most AI projects stall before they reach real finance operations. The constraint is rarely the model—it is disconnected systems, fragile integrations, and data that cannot safely drive action. Join the people responsible for NetSuite and the systems around it. See what changes when AI works across connected finance systems with the controls, visibility, and context production teams require. [Reserve your spot →](https://luma.com/mukiqlm5?utm_source=stacksync&utm_medium=website&utm_campaign=sf-sep9) View the agenda → ![The SuiteWorld main stage before a full audience in Las Vegas](https://www.stacksync.com/events/sf-sep9/suiteworld-las-vegas.webp) *SuiteWorld · Las Vegas* ONE NIGHT · ONE PASS · LAS VEGAS ## Your next stop could be SuiteWorld. One person in the room will leave with a full conference pass to SuiteWorld 2026. **OCT 25–28** SuiteWorld 2026 **LAS VEGAS** One full conference pass **DRAWN LIVE** September 9 at 8:20 PM NO PURCHASE OR PAYMENT OF ANY KIND IS NECESSARY TO ENTER OR WIN. A PURCHASE WILL NOT INCREASE YOUR CHANCES OF WINNING. California residents 18+. Registration and in-person check-in required. Referral entries available. Travel and lodging not included. [Terms & Conditions ↗](https://docs.google.com/document/d/1pnz0lGFAz-ATtdnscO9sBNA60t3iVBeJ_9C9lSP5P1Q/edit?tab=t.0#heading=h.cxh2fys3lrhm) BUILT FOR THE PEOPLE DOING THE WORK 01 ### Finance operations See how actions move across AP, spend, NetSuite, and the broader finance stack. 02 ### Controllers and CFOs Understand where AI adds control, visibility, and speed without creating a new black box. 03 ### Technical teams Learn the architecture behind agents that read, reason, and write back across enterprise systems. PREVIOUS EVENT ## A working session, not a pitch fest. This series brings finance operators, NetSuite leaders, engineers, and partners together for working sessions—not a pitch-heavy conference. ![Guests networking between sessions at the previous event.](https://www.stacksync.com/events/sf-sep9/networking.jpg) ![A Stacksync presenter demonstrating a live workflow to attendees.](https://www.stacksync.com/events/sf-sep9/demo.jpg) ![A Corpay session presented to the previous event audience.](https://www.stacksync.com/events/sf-sep9/corpay-session.jpg) ![Guests attending a presentation at the previous San Francisco NetSuite user group.](https://www.stacksync.com/events/sf-sep9/audience.jpg) ![An enterprise AI and data warehouse session in progress.](https://www.stacksync.com/events/sf-sep9/ai-warehouse.jpg) ![Presenters together after the previous San Francisco NetSuite user group.](https://www.stacksync.com/events/sf-sep9/group.jpg) EVENING AT A GLANCE ## Short sessions. Real workflows. 1. 01 6:00 PM ### Doors open Drinks, heavy hors d’oeuvres, and conversations with Bay Area finance and technology leaders. 2. 02 6:45 PM ### Three practical sessions AI initiatives in finance, a functional Corpay showcase, and a live agent working across NetSuite and Corpay. 3. 03 8:00 PM ### Networking Continue the discussion with speakers, NetSuite operators, controllers, architects, and finance leaders. 4. 04 8:20 PM ### SuiteWorld pass drawing One eligible attendee will be selected at random from the entries present in the room. SPEAKER ROSTER ## Three perspectives on one finance stack. No keynote circuit. Each speaker brings a concrete view from the systems and teams doing the work. Corpay ### Alex Camperi Sales Director AP and spend inside a NetSuite stack—what is automated today. Baker Tilly ### Chris Millet, MBA Managing Director What finance teams are putting into production right now. Stacksync ### Ruben Burdin CEO and co-founder Live: an AI agent working across NetSuite and Corpay. EVENT PARTNERS ## One evening, three operating perspectives. Stacksync Live agent infrastructure across NetSuite, Corpay, and enterprise data. Baker Tilly Practical AI initiatives and the finance transformation perspective. Corpay Corporate payments, AP, and spend operations inside the connected finance stack. EVENT SPONSORS **Gatekeeper** **Fortis** Not affiliated with or endorsed by Oracle NetSuite. WEDNESDAY · SEPTEMBER 9 · SAN FRANCISCO ## Join the people making NetSuite AI-ready. Drinks and heavy hors d’oeuvres included. Mission Rock · 365 Toni Stone Xing, 3rd Floor, San Francisco, CA 94158. Registration closes September 5. [Reserve your spot →](https://luma.com/mukiqlm5?utm_source=stacksync&utm_medium=website&utm_campaign=sf-sep9)