About Session
Most finance teams are investing in AI without asking a harder question: is my foundation ready? This session cuts through the hype. Drawing from how the world’s leading AI companies run their own finance, we’ll walk through a practical framework showing where AI belongs in your close (hint: it’s not everywhere), how to identify the real bottleneck, and why your ERP matters more than your AI vendor. You’ll leave with a cost model for AI in finance, a one-minute test to spot real AI versus spreadsheets with better UI, and one workflow you can test with your team this week.
Learning Objectives:
- Identify where AI genuinely adds value in the close versus where it creates risk
- Assess your foundation’s readiness for AI-driven workflows and measure ROI on AI investments in finance operations
- Design and test one AI-augmented close process you can implement with your team this week