The CFO’s AI Roadmap

A Step-by-Step Guide to Build and Action Your AI Strategy in 2026

CFO AI roadmap landing image new dimensions

Finance teams are under increasing pressure to deliver faster insights, more frequent scenarios, and stronger forward-looking guidance, while operating within tighter controls and limited capacity. Planning, forecasting, reporting, and close are becoming more complex, yet expectations for accuracy and auditability continue to rise.

AI is already entering finance, but adoption is often fragmented. According to a recent BPM Pulse Survey, 52% of finance teams are piloting AI, yet only 20% say it is meaningfully integrated into core processes. The challenge for CFOs and FP&A leaders is not whether to use AI, but how to apply it without introducing risk or losing decision ownership.

The CFO’s AI Roadmap: Step-by-Step Guide to Build and Action Your AI Strategy provides a structured, finance-first approach to applying AI responsibly. It helps leaders assess readiness, determine where AI can support core finance workflows, and sequence adoption in a way that preserves accuracy, governance, and human judgment. 

What You’ll Gain:

  • AI readiness assessment → evaluate data quality, controls, and workflow maturity before applying AI
  • Decision boundaries → determine where AI can support planning, forecasting, reporting, and close, and where human judgment must remain
  • Adoption sequencing → apply AI in the right order, starting with low-risk, high-value finance processes
  • Governance and oversight → maintain accuracy, auditability, and accountability as AI adoption expands 

Please confirm you are not a robot.