AI & Automation

Financial advisors could use AI to generate initial investment recommendations while focusing their expertise on understanding client needs and providing personalized guidance....

Excel isn’t going anywhere. The question is whether your next model build is going to feel like 2009 or like 2026....

The next time someone shows you an AI model with incredible historical trading returns, remember to ask the critical question: is it predicting, or is it remembering?...

The businesses that scale successfully aren't led by CFOs who take pride in doing everything themselves....

With the right prompts and a clear framework, you can turn 2026 planning into an opportunity to lead with clarity, speed, and confidence....

Your vendors are already using AI. With this playbook, you can negotiate (and operate) with the same level of intelligence and even the playing field....

And with AI embedded thoughtfully into the FinOps tech stack, that impact can finally match the potential finance has always had....

By analyzing historical sales data, marketing efforts, economic indicators, and even customer sentiment, machine-learning models can identify patterns and trends that are difficult for humans to see....

AI tools can now enable CFOs to build board-ready decks in as little as four hours instead of 40+....

Want to choose the best FP&A tools for your business but don’t know where to start? This guide breaks down the top tools tailored to your needs....

AI can crunch numbers, but it can’t build trust. Here’s what we risk losing if we forget the human side of FP&A....

After 27 years in finance, the fundamentals haven’t changed. We’re still chasing revenue, margins, and cash....

In this article, we’ll explore some of the most compelling AI and ML strategies in finance with use cases to show how they work in real-life scenarios....

Here's how finance transformation goes beyond technology, driven by mindset, collaboration, and data-led innovation....

AI in FP&A won’t make you or your role obsolete. But it will help automate routine tasks and give you more time for strategic initiatives....