AI in Finance: Practical Use Cases for Finance Leaders

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AI is already transforming finance. The question is whether you’ll lead that change—or scramble to keep up.

This concise, practitioner-focused booklet is written for CFOs and senior finance leaders who want to move beyond hype and understand how AI can be applied today to deliver real, measurable value.

Drawing on decades of CFO and advisory experience, I highlight four proven AI use cases where finance teams see the fastest impact: financial forecasting, contract review and M&A due diligence, the accounting close process, and reducing reliance on external advisors.

You’ll learn where AI creates the most leverage, how to start with low-risk pilots, and how to scale responsibly—without replacing your people or compromising judgment.

Clear, practical, and grounded in real-world finance leadership, this guide is designed to help you turn AI into a competitive advantage for your finance function.

AI is already transforming finance. The question is whether you’ll lead that change—or scramble to keep up.

This concise, practitioner-focused booklet is written for CFOs and senior finance leaders who want to move beyond hype and understand how AI can be applied today to deliver real, measurable value.

Drawing on decades of CFO and advisory experience, I highlight four proven AI use cases where finance teams see the fastest impact: financial forecasting, contract review and M&A due diligence, the accounting close process, and reducing reliance on external advisors.

You’ll learn where AI creates the most leverage, how to start with low-risk pilots, and how to scale responsibly—without replacing your people or compromising judgment.

Clear, practical, and grounded in real-world finance leadership, this guide is designed to help you turn AI into a competitive advantage for your finance function.