Finance Transformation Intelligence › AI in Finance

Topic

AI in the Office of the CFO

What AI actually does in the finance function today, what it does not, and what a finance function should never delegate. The evidence, not the noise.

7 publications across 5 research themes
IndependentEvidence-backedReviewed Jul 2026Sources 60Methodology

Start here

Most finance-AI commentary is a mood rather than a claim. Everything below is specific to a finance process, a decision or a control — and states plainly where the evidence runs out. We publish what the evidence supports, including where that is less than vendors claim.

The research

All research →
PerspectiveRead →

Standardize Before You Automate — and How to Tell If You Have

Almost every finance leader agrees that a process should be standardized before it is automated. Almost every finance function automates first anyway. The reason is not ignorance — it is that "standardized" is …

Record-to-Report2 themes
FrameworkRead →

Build, Buy, Extend or Wait — The Decision Underneath Every Finance Technology Choice

Most finance technology decisions are framed as a choice between products. That framing has already skipped the actual decision, which is whether to buy a product at all. Four options are always available — bui…

Data, Systems & AI3 themes
FrameworkRead →

The Finance AI Readiness Framework

"Are we ready for AI?" is being asked of finance leaders by boards, and answered badly in both directions — with enthusiasm that has no basis, or caution that has no argument. Readiness is not one thing. It is …

Data, Systems & AI3 themes
Field GuideRead →

Your Data Is Not Ready for AI — A Diagnostic

Finance AI programmes fail on data far more often than on models, and they fail late, after a successful pilot has created momentum and a budget. The reason the failure arrives late is that finance teams have b…

Data, Systems & AI2 themes
PerspectiveRead →

Agentic Finance — What Changes When Software Acts

The distinction that matters in finance AI is not how capable a model is. It is whether its output is a suggestion a human accepts or an action the system takes. Crossing that line changes the control model com…

Governance & Risk3 themes
Research BriefRead →

What AI Actually Does in the Office of the CFO

We analysed the AI positioning of 71 finance software vendors, 50 of which carry curated AI capability analysis in our research base. Three findings stand out. AI claims cluster heavily in two domains rather th…

Data, Systems & AI2 themes
PerspectiveRead →

Should CFOs Modernise Their Finance Technology Landscape Now — Or Wait for AI-Native ERP?

Finance teams are drafting commentary and analysing variances with AI while the systems underneath still route the work through people. That gap is widely read as a reason to wait for AI-native ERP. We graded s…

Data, Systems & AI3 themes

Related benchmarks

Benchmark Intelligence →

How performance in this area is measured, and what comparable finance organisations achieve.

Automation & AI Adoption

Related implementation

Transformation Marketplace →

Where the answer is a partner rather than a product — the specialisms that deliver work in this area.

AI Strategy for FinanceFinance Automation

Related assessment

How it works →

The Executive Finance Assessment reads your organisation against the same maturity spine, decision archetypes and benchmark models used across this pillar — so what you read here and what it tells you about AI in Finance are expressed in one vocabulary, not two.

Executive Finance Assessment

Are you actually ready for AI in finance?

Reading about AI readiness is one thing. The Executive Finance Assessment scores your organisation against the same maturity spine this research uses — and tells you which dimension is your blocker.

Begins with a free Executive Brief — about five minutes, anonymous, no account. Full assessment €59, one-time. It complements the research; it does not replace it.