AI in Finance
Lead the AI change in finance. Don't wait to be led by it.
A book and a course, both written from inside a real finance organization. The book gives you the leadership playbook and a 90-day roadmap; the course gives you four use cases, frameworks, and templates to start this month.
The AI Finance Transformation
A Practical Playbook for CFOs Who Want to Lead, Not Follow
There is a conversation happening in boardrooms right now. The CEO turns to the CFO and asks, "What are we doing with AI?" In too many organizations the CFO pauses, glances toward IT, and says something careful about exploring options.
That pause costs more than most finance leaders realize. Finance sits on the most AI-ready asset in the enterprise: clean, structured, decision-critical data. Every week in wait-and-see mode, someone else is using that data to forecast better and close in half the time.
This is not a book about technology. It is a book about financial leadership in the AI era — practical, step-by-step, written by a sitting CFO who has done it.
Part I — Readiness before deployment
The leadership mindset and the AI Readiness Assessment you need before deploying a single tool, so you start in the right place rather than the convenient one.
Part II — Five high-value domains
Automating routine operations, reimagining FP&A, AI in risk and controls, M&A due diligence, and building your AI toolkit, each with implementation guidance and what to watch out for.
Part III — The 90-day roadmap
An execution framework, a team-development philosophy, and a roadmap with named owners and measurable gates, designed to keep AI initiatives alive past the pilot.
AI in Finance: Practical Use Cases for Finance Leaders
An on-demand course on Udemy
Every element of the course is designed to produce something you can use, not something you can merely recite. It covers what AI is and isn't, four core use cases (forecasting, contract review, accounting close, and external spend reduction), and a roadmap to implement AI in your company.
What you'll walk away with
The four highest-ROI AI use cases for finance teams, and a plan to launch the first within 30 days
A six-step framework for building AI capability, from honest self-assessment to scaling what works
A prioritization matrix that separates quick wins from costly distractions
A specific, measurable success criterion for any AI initiative
A practical AI governance policy built on four pillars
How to recognize and manage hallucinations, bias, and the other risks every finance leader must understand
A map of further AI applications across the whole finance function
The five AI technology categories (LLMs, ML, RPA, NLP, predictive analytics) and where each fits in finance
Included tools: a one-page Key Frameworks Reference Guide, a Use Case Prioritization Worksheet, and an editable AI Governance Policy Template.
Built by a practitioner, for practitioners
I'm a CFO and AI project lead currently implementing AI inside a real finance organization. Everything here comes from doing it — running real teams, closing real books, and executing AI projects under real constraints. I built the book and the course because the AI content available to finance leaders is too technical, too theoretical, or too promotional. Finance leaders deserve an honest account of what works.