GUIDEThe CFO AI playbook
Turn AI intent into audit-ready outcomes. The CFO AI Playbook shows you where to start, what to prioritize, 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.”
Key takeaways
Baseline KPIs and show measurable deltas in 90 days.
Deploy agents under existing roles, policies, permissions, and full action logs.
Begin with spend workflows for structured data, visible ROI, and bounded risk.
FAQ
It’s a practical guide for finance leaders on how to implement AI—from first pilots to full production. It covers priorities, metrics, governance, and adoption frameworks.
CFOs, finance directors, controllers, and anyone leading finance transformation who wants to move beyond AI hype into measurable outcomes.
A 60-second CFO briefing, AI adoption frameworks, use case breakdowns, ROI models, governance guidance, and a 90-day rollout plan.
With the 90-day plan, teams can deliver measurable efficiency and accuracy gains within three months, while building long-term AI capabilities.
It provides a governance framework to keep humans in command, maintain audit trails, and ensure AI is deployed safely and ethically.
Spend data is structured, high-volume, and cross-functional, making it the ideal entry point for AI pilots that quickly prove value.
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