From Foundations to Autonomous Operations: The AI-Powered Finance Automation Playbook

The same question, from every CFO: “We know we need AI in finance… but where do we actually start?”

Over the past 18 months, we’ve heard this from nearly every finance leader. The question is universal, but the answer requires context.

While sales, software development, and other business functions raced ahead with AI adoption, finance stayed on the sidelines, and for good reasons. Finance demands precision that AI couldn’t deliver, data lived in disconnected silos, and teams were rightfully skeptical of black-box automation.

But something changed in 2024. The models got better at structured data. Context windows exploded. Reasoning improved. And the market responded: VC funding has flowed into AI-powered finance Automation since then, with a notable shift toward augmenting and transforming systems-of-record, not just automating workflows.

Seeing the gap between technical advancement and adoption, we wanted to create a playbook to help bridge it. We interviewed 30+ finance leaders and solution builders across our network to understand what’s working in practice and capture those lessons.

Download the Playbook & Explore the Stack

If you’re a CFO, controller, or finance operator wondering where to start, this playbook breaks down 40 practical automation initiatives organized by workflow and maturity stage, along with best practices from teams actively implementing AI. We hope it gives you a clear, practical way to move from curiosity to execution.

And if you’re building in this space we’d love to hear from you!