AI Tools & Tech for Finance Leaders
Here’s what a typical conversation about AI implementation looks like in 90% of finance departments today.
CEO: "What's our AI strategy for finance?
CFO: "We've been researching. We're still evaluating options. We think maybe next quarter we'll start a pilot..."
VP of FP&A: “We looked into a few forecasting tools. But the outputs had errors. The models hallucinated numbers. We couldn't trust it for board reporting.”
Controller: “We're concerned about accuracy. One wrong journal entry from an AI tool and we have an audit finding. We can't afford that risk.”
Accountant: There are hundreds of tools out there. I don't even know where to start. And the ones I've tried don't integrate with our ERP.
Treasurer: “We can't put our banking data into third-party AI tools. The security risk is too high”
Five roles. Five different words.
Same problem: nobody has a clear, trusted, practical path forward.
And that's not a failure of intelligence. There's too much noise. Too many vendors. Too many promises. Not enough honesty about what works, what doesn't, what it costs, and what the real risks are.
That's exactly why I’m doing this webinar. This is where your entire finance leadership team gets aligned on one AI strategy:
CFO AI Roadmap - short tools breakdown (pros, const, where appreciable and pricing)
AI in Excel for FP&A and modeling (Claude and ChatGPT), real models showcase
Model context protocol: Connect your ERP or accounting data with AI model and improve decision making for 100%
AI software review per categories: Financial Close, AP/AR Automation, FP&A, M&A (Campfire, Rillet, Aleph, insightssoftware, NetSuite, Bill, tipalti and others)
The data security framework
No more "we're still evaluating," join me on the LIVE session and let’s discuss together.
Stop researching. Start implementing.