AI in finance, a practitioner's guide
AI in the finance function, beyond the hype.
What AI, generative AI, and agentic AI actually change for finance teams. Where the value is real today, where it isn't yet, and how to get your function ready.
- Generative AI
- A disciplined first-draft engine for commentary, variance narratives, and analyses, with a human owning the number.
- Agentic AI
- AI agents pursue goals. They monitor intercompany mismatches, chase submissions, and re-run forecasts, using tools and taking bounded actions.
- Proven use cases
- ML forecasting, anomaly detection in the close, auto-matching reconciliations, and generated reporting commentary.
- AI readiness assessment
- A fixed-fee readiness assessment for finance. Current state, prioritised use cases, data and control gaps, costed roadmap.
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