The Finance AI and Automation Playbook

Today’s finance teams face pressure to accelerate reporting, stay compliant and provide strategic insights — all while dealing with data spread across legacy ERPs, spreadsheets and disconnected tools. AI and automation can have a transformative impact, but we meet many finance teams that aren’t sure where to start, when to apply the technology or how to keep data secure.

This practical playbook is your guide to unlocking the true value of AI and automation. It’s packed full of real-world use cases and actionable strategies to become truly AI-ready. By the end, you’ll know exactly how to apply these technologies to work smarter, faster and more strategically.

Download the playbook to:

• Discover 7 concrete ways finance teams are using AI
• See how real companies like Origin and BEWI are cutting manual effort, improving forecasting and reducing costs
• Understand how to create a strong data foundation, so your initiatives accelerate results, not risks
  
  

If you're looking for more help on keeping financial and organisational data secure when using AI, don’t miss our accompanying AI safety checklist. It’s the perfect tool to keep you safe when experimenting with new models, platforms and tools.