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The advanced AI playbook for CFOs

Beyond automation, into agentic finance.

Most finance functions have cleared the easy AI wins… the harder part is turning "we use AI" into "AI changed how the function operates." Just 21% of teams already using AI say it's delivered clear, measurable value, and only 14% have gone as far as integrating AI agents into the finance function. This guide shows you exactly where agentic AI pays off first, what it looks like when a single agent is aimed at the right process, and how top-performing CFOs are using the capacity they free up to drive strategy instead of stewardship.

Read it to find out:

  • How a single agent at one company recovered $1.5 million in profit in nine months by reviewing invoices

  • Where agentic systems deliver the most value first: sales and profitability management, working capital, and expense management

  • How leading CFOs are turning freed-up capacity into a bigger seat at the strategy table

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