The CFO AI playbook

Turn AI intent into audit-ready outcomes. The CFO AI Playbook shows you where to start, what to prioritise, which metrics prove value, and how to govern safely so finance delivers measurable results, fast. It also includes a 90-day rollout plan to move from pilots to production with confidence and impact.

What you'll learn

A board-ready plan: Five critical CFO decisions, a readiness checklist, ROI calculator and benchmarks, a vendor scorecard, and a 90-day rollout plan that keeps humans in command and audit trails intact. (See a quick snapshot of excerpts below.)

“The real risk for CFOs isn’t AI itself, it’s being left behind. Every day spent on manual work instead of automation is a missed chance to drive growth and strategic insight.”

Konstantin Dzhengozov, CFO and Co-founder at Payhawk

Key takeaways

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Prove value

Baseline KPIs and show measurable deltas in 90 days.

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Embed governance

Deploy agents under existing roles, policies, permissions, and full action logs.

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Start in spend

Begin with spend workflows for structured data, visible ROI, and bounded risk.

FAQ

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