AI for Finance — speed without surprises
Finance teams have the most to gain from AI and the most to lose if it goes wrong. This session sharpens the line between what's safe and what's a fraud or compliance risk.
Strong gains in narrative reporting, variance analysis, vendor analysis, and audit prep.
AI does not do reliable arithmetic — verify every number it produces.
Bank account numbers, customer payment data, and salary information are off-limits for general-purpose AI tools.
Where finance teams win with AI
The high-value uses we see across small businesses.
- Drafting management commentary on monthly variance.
- Translating accounting questions to plain English for non-finance staff.
- Summarizing audit findings or vendor contracts.
- Generating board-pack narrative from a clean numbers deck.
- Drafting policies on T&E, expense, and reimbursement.
The hard rule: AI does not do math
Modern AI is a confident bad calculator. Numbers in narrative are fine; numbers as primary source of truth are not. Spreadsheets, ERP tools, and your accounting system remain authoritative — AI's role is to translate, not to compute.
Fraud and impersonation
AI-generated voice calls are now a common pattern in CFO-impersonation scams targeting AP teams. Adopt a callback verification rule for every payment instruction over a threshold. We cover the playbook in the session.
Plain-English answers
Can we use AI in a SOX environment?
Want a hand getting this right?
A 30-minute conversation often saves weeks of guessing. We'll talk through your team, your data, and what to do first — no slide deck required.