About Session
Most CFOs know AI can transform their finance stack — but few know how to evaluate it without getting burned. The market is flooded with vendors claiming AI-native capabilities, and it’s nearly impossible to separate genuine innovation from legacy tools with a chatbot bolted on.This session gives you a practical evaluation framework: how to assess your organization’s real readiness, what questions to ask vendors before you sign, and how to structure a pilot that leads to production — not shelfware. Walk away with clarity on where to start and what to avoid. //
Learning Objectives:
- Identify AI-native vs. AI-retrofitted tools — learn the 3-question vendor test that separates platforms built for AI from those that added a chatbot to their 2012 ERP.
- Apply a pre-purchase readiness framework — assess your organization’s data quality, change management capacity, and process clarity before signing a contract (the factors that predict pilot success or failure).
- Structure an AI pilot that leads to production — walk away with a 90-day implementation model: what to measure, when to expand, and what “done” looks like for revenue automation specifically.
