CFO AI Briefing

Driving business value, improving controls and generating insights with AI

Harness the scattered AI experiments to drive strategic change you can measure

Session overview

  • Harnessing AI - how to channel the energy

  • What are agents and how can they help

  • Opportunities for finance

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We work with CFOs and digital leaders to safely harness AI to drive transformation.

Our approach uniquely connects architecture and human centred design with real business problems to deliver immediate value.

Concepts to explore with your team

We touched on ideas like these in the session. Use them to spark discussion with your team.

Ready to turn one idea into a live trial. Talk with us.

IDEA 1

Accounting policy advisor

Staff describe the case in plain language. The three independent AI agents suggest likely accounting treatments, and cross check each others work against accounting standards, referencing this directly to the relevant body. Next steps are suggested, and passed back to the accountant for review and approval. Results and rationale are then stored with references to the accounting entry, assisting with audit reviews, knowledge uplift and consistency, being retrieved next time a similar query is raised.

What it helps with
  • Faster answers on complex issues
  • Correct and consistent interpretation of accounting policies
  • Audit efficiency and knowledge uplift
IDEA 2

Business case assistant

Work with business teams to uncover all the drivers for a finance business case, ensuring that everything is understood and avoiding multiple meetings and unclear assumptions. The outputs are passed directly as a standard input sheet for your standard modelling spreadsheets or software, allowing projects and initiatives to quickly understand viability and revisit their assumptions and scope in rapid iterations.

What it helps with
  • Standard structure for every case
  • Transparent assumptions and scenarios
  • Accelerated understanding of business value
IDEA 3

Financial Scenario Builder

Conversational planning across CPI, debt, capex and programs, generating validated scenarios and visuals for decision making. Using the power of generative AI to dynamically create scenarios and visualisations based on a guided interaction.

What it helps with
  • Driver based view for leaders
  • Visualising outputs quickly
  • Shared picture of likely outcomes
IDEA 4

Month end commentary assistant

Today finance analysts spend considerable time wordsmithing commentary, and might not have the time to find the deeper drivers for what has changed. An AI assistant can be used to analyse all the raw information, and every previous commentary, to suggest what might be worth a closer look. The assistant can also suggest clear precise language to explain variances and drivers in ways that the executive can quickly understand and action.

Result: finance effort shifts from wordsmithing commentary to deeper, insightful analysis, and leaders understand what to action.

How to use it
  • Input everything from transactional records to previous commentaries
  • Iterate with the tool to create insights
  • Deliver rapid, clear commentaries to help business leaders make the right decisions

Jack Steele

Data & AI Director, FromHereOn