Finance AI strategy & research notes
Notes for CFO offices and FP&A: surveys and benchmarks, governance, and what actually ships in finance workflows. For a curated map of themes and links, start at the Finance AI strategy hub.
- AI Agents in Finance: From Experiments to Transformation Priorities
Why CFOs are prioritizing AI agents, how agentic workflows differ from chat-only GenAI, and what enterprise research says about scaling safely in 2026.
Apr 6, 2026
7 min
agentic-ai ai-finance automation corporate-finance innovation - AI Governance for Finance Teams: Model Audits, Controls, and Trust
A practical overview of governance, model, and functionality audits for AI in finance—based on AICPA & CIMA professional insights on strengthening controls and compliance.
Apr 6, 2026
6 min
governance cpa compliance ai-finance audit risk - What CFOs Are Prioritizing in 2026: AI, Digital Finance, and AI Agents
Key findings from Deloitte’s Q4 2025 CFO Signals survey—why technology transformation, automation, and AI agents top the agenda for North American finance leaders.
Apr 6, 2026
7 min
cfo ai-finance corporate-finance digital-transformation research deloitte - Embedded AI vs. Point Solutions: What CFO Surveys Say About the Finance Stack
L.E.K.’s 2025 Office of the CFO survey on adoption gaps, AP/AR wins, and why most CFOs lean toward embedded AI in finance platforms—with attribution and sources.
Apr 6, 2026
8 min
cfo ai-finance erp software research lek strategy - AI in Finance 2026: Scaling Where the Productivity Gap Hurts Most
The Hackett Group’s 2026 Finance Key Issues research on workloads, tech spend, AP and FP&A adoption—and why people and change management matter as much as models.
Apr 6, 2026
7 min
ai-finance automation fp-a research hackett productivity - The Future of Finance and AI: Agentic Systems, Efficiency, and Augmented Analysis
How agentic AI, automation, and smarter tooling are reshaping corporate finance, FP&A, and accounting—and what practitioners should prioritize next.
Apr 6, 2026
8 min
ai-finance agentic-ai automation fp-a corporate-finance innovation governance - The Future of Accounting: What AI Means for the Profession
Analysis and predictions on how AI will reshape accounting—from compliance and audit to advisory and the skills that will matter most.
Feb 8, 2025
6 min
accounting AI predictions industry industry-analysis - Building My First AI-Powered Financial Dashboard with Python
A step-by-step walkthrough of building a simple financial dashboard using Python, with code snippets and design decisions explained.
Feb 1, 2025
8 min
python tutorial dashboard automation tutorials - 5 AI Tools That Are Transforming Financial Analysis
Practical tool recommendations with use cases for financial analysis, reporting, and decision support. From spreadsheets to BI and LLMs.
Jan 22, 2025
6 min
AI-tools financial-analysis productivity tools-reviews - Why Every Finance Professional Needs to Learn AI — Now
The urgency and opportunity of AI adoption in finance. Why waiting is no longer an option for finance teams who want to stay relevant and deliver more value.
Jan 15, 2025
9 min
career AI finance future-of-work ai-finance