Members-only AI & Automation Stop fearing AI and start building with it: A finance leader's view from the trenches Doing nothing is a sure way to make our functions and organizations obsolete. We need to jump ahead and become the accelerator and the enabler of the business....
Members-only AI & Automation What finance leaders need to rethink for 2027 Most teams are budgeting next year's headcount off last year's ratio. But when one person can now close the books for a business operating across three countries, is that ratio still the right way to plan?...
Members-only AI & Automation Why most AI projects in finance fail (and how to fix that) Make sure your foundations are in place: not just your data and your process, but your product mindset, and a clear sense of which decision actually needs your input....
Members-only AI & Automation The future CFO: Building a strategic finance function for growth Finance is under pressure to move faster, do more, and have greater influence. The question is: does your function have the capacity to do it?...
Members-only AI & Automation Keeping up with AI: Modernizing AP and AR Bridging the gap between AI pilots and production to fully automate AP, AR, and expense workflows across your financial systems....
Members-only AI & Automation The fully automated month-end close Live walkthrough of how Zalos 'AI staff accountants' log into the ERP, reconcile sub-ledgers, and close the books faster, with a full audit trail and fewer errors...
Members-only AI & Automation Why ‘black box’ AI is failing FP&A and what to use instead If you’ve ever doubted an AI-generated forecast, this article shows you how to finally understand and trust the numbers....
Members-only AI & Automation The AI-first finance team: How to build finance tools without engineering [OnDemand] Three finance leaders. Three deployed AI tools - procurement intake, contract review, close checklists. Zero engineering tickets....
Members-only Membership content From AI curiosity to finance capability: Building a function that scales with intelligence When AI is implemented thoughtfully, finance can become one of the most strategically valuable functions inside the organization....
Members-only AI & Automation How I’m thinking about AI in business strategy after 27 years in finance After 27 years in finance, the fundamentals haven’t changed. We’re still chasing revenue, margins, and cash....
Members-only AI & Automation Navigating the trifecta: Growth, sustainability & compliance How finance leaders can harness AI, automation, and business insight to drive growth, manage risk, and stay relevant in a changing world....
Members-only AI & Automation When should you actually trust AI in a finance decision? The frame of "trust AI or don't trust AI" is too simple. The better frame is: is this output ready to be acted on? That requires you to ask hard questions....
Members-only Finance transformation How generative AI is transforming finance (from automated reports to synthetic data) Financial advisors could use AI to generate initial investment recommendations while focusing their expertise on understanding client needs and providing personalized guidance....
Members-only AI & Automation Claude in Excel is here: What the new Pro rollout means for finance teams Excel isn’t going anywhere. The question is whether your next model build is going to feel like 2009 or like 2026....
Members-only AI & Automation When AI models cheat: The hidden danger of look-ahead bias in financial LLMs 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?...