Market-leading global AI lab
Providing AI in Finance domain expertise to improve model performance and real-world Finance reasoning.
AI Finance Transformation
Helping Finance leaders define and land the future state of Finance.
Practical advisory for AI-enabled automation, Finance operating model design, roadmap sequencing, adoption and programme oversight.
Use Case Examples
AI use case examples in Finance mapped to APQC finance processes.
A practical evidence base for Finance leaders: real examples, public sources, scope and benefits that can be used to challenge where AI belongs on the roadmap.
Part 1 - Context and methodology
Part 2 - Use cases and adoption
| APQC finance process area | Example organisation | Process(es) | Technology used | Scope | Benefits achieved |
|---|---|---|---|---|---|
| Planning, budgeting and management accounting | Global health technology group | Digital P&L, sales planning, cost-of-sales planning and planning-system prefill. | Machine learning planning models, digital drivers and predictive cost modelling. | Finance / FP&A Centre of Excellence using AI/ML to support planning predictions. | Public source confirms predictive planning, cost-of-sales prefill and backfilling of planning systems; no quantified KPI disclosed. |
| Revenue accounting / accounts receivable / cash application | Global business services provider supporting a large multinational client | Cash application, payment allocation, collections visibility and credit release. | BlackLine Invoice-to-Cash, AI-enabled cash application and auto-allocation. | Global BPO environment across SAP and Oracle; 48 countries in 12 months and a further 51 countries in 10 months. | 15m+ payments and GBP 5bn processed annually without manual allocation; 26% productivity improvement; 40% operating cost reduction; auto-matching over 90% in Europe and over 80% globally. |
| General accounting and reporting / record-to-report | Growth software company | Journal entries, month-end close, financial analysis and integration simplification. | Workday Financial Management automation; primarily automation-led rather than isolated AI benefit. | Finance platform transformation for a software company managing growth and acquisitions. | Journal entries reduced by more than 25%; on-time close maintained with fewer manual steps; faster financial analysis. |
| Fixed-asset project accounting / lease accounting | Lease and fixed-asset accounting automation examples | Lease document extraction, fixed-asset and lease-accounting compliance support and audit trail creation. | AI document extraction, natural language processing and lease-accounting automation. | Lease and fixed-asset accounting workflows where contracts and asset data need to be extracted, validated and reported. | Public vendor evidence supports reduced manual data entry, stronger audit trail and improved reporting; named customer metrics vary by source. |
| Payroll | Global payroll and professional-services implementation examples | Payroll validation, payroll compliance and global payroll process automation. | AI-enabled payroll datasets, compliance automation and global payroll integration. | Global payroll operations, including multi-country platform and advisory support across 31 countries. | Public sources support automation, compliance and accurate pay across countries; named quantified AI payroll benefits are limited in public evidence. |
| Accounts payable and expense reimbursements | Global networking and signal-transmission company | Invoice capture, validation, coding, routing and exception handling. | Basware AI and self-learning invoice automation. | AP invoice lifecycle for a global signal-transmission and networking company. | Invoice processing reduced from 7 days to 1-2 days; visibility improved from 48 hours to 10 minutes; most US invoices became touch-free. |
| Accounts payable and expense reimbursements | Global payments technology company | Invoice intake, duplicate checks, tax coding, cost-centre coding, PO matching and IBAN validation. | Rossum intelligent document processing integrated with Workday and Coupa. | 100,000+ invoice pages per year across suppliers in 23 countries. | 65-70% invoice automation; 93.4% extraction accuracy; errors reduced by 20.5%; AP team reduced to 7 FTE. |
| Treasury operations | Global digital commerce and cloud technology group | Cash-flow forecasting, liquidity planning, bank connectivity and treasury visibility. | Kyriba treasury management, data streaming, ML cash forecasting, AWS and Bank of America connectivity. | Treasury connected to more than 100 banks worldwide. | Improved liquidity efficiency, cost savings, time savings, process efficiency, visibility, risk mitigation and reduced manual intervention; no quantified benefit metric disclosed. |
| Treasury operations | Global banking group serving corporate treasury clients | Cash-flow analysis and forecasting. | Cash Flow Intelligence AI / machine-learning tool. | Around 2,500 corporate clients using AI-driven cash-flow management software. | Manual treasury work reportedly reduced by nearly 90%. |
| Internal controls | Continuous controls monitoring examples | Continuous controls monitoring, full-population testing, risk and anomaly detection. | Continuous controls monitoring, AI and analytics. | Internal control, audit and risk teams monitoring transactions and controls continuously rather than through samples. | Enables a shift from sample testing to full-population monitoring and redeployment of audit resources towards investigation and remediation. |
| Tax management | Global tax and professional information provider | Tax research, tax compliance preparation and risk reduction. | CoCounsel / agentic AI, generative AI tax research and compliance tools. | Tax professionals and corporate tax teams using AI for compliance and research. | Public sources support faster answers to complex tax questions; vendor-reported compliance and risk benefits should be validated case by case. |
| International finance / consolidation / ERP-connected finance work | Global enterprise software and productivity platform provider | ERP-connected reconciliation, reporting, variance analysis and collections support. | Finance in Microsoft 365 Copilot, generative AI, Excel/Outlook workflows, SAP and Dynamics 365 connectors. | Finance teams working across Microsoft 365, SAP and Dynamics 365. | Public sources support reconciliation, audit support, collections support and variance analysis; no named customer benefit metric disclosed in launch material. |
So what?
Evidence only creates value when it is sequenced into your roadmap.
Use these cases to challenge where AI belongs in your Finance function, then convert the evidence into a practical roadmap, adoption plan and measurable value case.
Clients
Our thanks to past clients.
Experience shaped through advisory, research and transformation work with global AI, FTSE 100, DAX, CAC 40, Euro STOXX 50, Swiss, US, Japanese and other market-leading organisations.
Global listed leaders
Experience across FTSE 100, DAX, CAC 40, Euro STOXX 50, SIX, NASDAQ, NYSE, Euronext and Tokyo-listed organisations.
Digital Finance and FP&A
Work spanning Finance transformation, operating models, process, data, performance management and advisory.
FTSE 100 (UK)
- A British-Swedish multinational pharmaceutical company.
- A British multinational oil and gas company.
- A multinational tobacco company.
- A British multinational pharmaceutical company.
- A British multinational tobacco company.
- A British multinational electricity and gas utility company.
- A British-Australian multinational metals and mining corporation.
- A British multinational engineering company.
- A British-Dutch multinational oil and gas company.
- A British multinational medical equipment manufacturing company.
- A British multinational groceries and general merchandise retailer.
- A British multinational telecommunications company.
DAX (Germany)
- A German multinational chemical company.
- A German multinational pharmaceutical and life sciences company.
- A German telecommunications company.
- A German company specialising in medical equipment for renal and other chronic conditions.
CAC 40 (France)
- A French multinational information technology service and consulting company.
- A French multinational electric utility company.
- A French multinational pharmaceutical company.
- A French multinational tyre manufacturer.
- A French multinational company with activities in water management, waste management and energy services.
- A French multinational company that designs and builds electrical systems and provides services for aerospace, defence, transportation and security markets.
- A French software company known for 3D design, 3D digital mock-up and product lifecycle management software.
EURO STOXX 50 (Eurozone)
- A Dutch company that develops and produces advanced lithography systems for the semiconductor industry.
SIX Swiss Exchange (Switzerland)
- A multinational corporation specialising in robotics, power and automation technologies.
- A Swiss specialty chemicals company.
- A global leader in building materials and solutions.
- A Swiss multinational food and beverage company.
- A Swiss multinational pharmaceutical company.
NASDAQ (USA)
- An American software company that provides cloud-based solutions for finance and accounting.
- A Dutch online travel agency specialising in lodging reservations.
- A French technology company that specialises in digital advertising and marketing.
- An American multinational corporation that develops and markets networking products.
NYSE (USA)
- An American multinational beverage corporation.
- A division of an American industrial group producing power generation and distribution equipment.
- An American multinational pharmaceutical corporation.
Euronext (Pan-European)
- A Portuguese electric utilities company.
- A Swedish multinational home appliance manufacturer.
- A service company providing vehicle rental services.
- A French multinational company that specialises in the production and processing of industrial minerals.
Tokyo Stock Exchange (Japan)
- A Japanese multinational information technology equipment and services company.
- A Japanese multinational pharmaceutical company.
Other Exchanges And Leaders
- A South African bank providing a variety of banking and financial services.
- A Norwegian multinational energy company.
- A Belgian chemical company.
- The state-owned provider of postal services in the Republic of Ireland.
- An Irish-headquartered global health care products company and manufacturer of medical devices and supplies.
- A French aerospace and defence company.
- An Irish state-owned electric power company.
- A British software company that provides cloud-based solutions for financial management and accounting.
- A British engineering company that specialises in valve and fluid technology.
- A British satellite telecommunications company.
- A British company that operates high-end department stores.
- A British company that specialises in the delivery of essential public services.
- A German multinational conglomerate active in industry, energy, healthcare and infrastructure.
- A British media and telecommunications conglomerate.
- A multinational food packaging and processing company.
- A local government body responsible for the transport system in Greater London.
- A travel technology company providing distribution, technology, payment and other solutions for the travel and tourism industry.
- A company that provides integrated record-to-report software solutions for the office of finance.
Diagnostic Pack
Get a practical AI Finance Diagnostic Pack.
This is not an unpaid exploratory call. It is a fixed-price package designed to give Finance leaders immediate clarity on roadmap sequencing, adoption risk and the next moves that matter.
AI Finance Diagnostic Pack
A focused pack for CFOs and Finance leaders who want a clear view on where AI can create value, what must be sequenced first and how to land the change safely.
Start the Diagnostic PackNot ready to book yet? Prepare for free with the AI Finance Playbook.
What the pack includes
- Free AI assistant preparation before the session
- One hour with Gilles focused on your Finance AI challenge
- Live review of value, feasibility, risk, data readiness and adoption
- Concise post-session summary by email
- Suggested next 30-day actions and optional paid follow-on support
- Role-specific AI Finance Playbook to build trust, lead with confidence and drive ROI
Role-Specific Resource
Preview the CFO AI Finance Playbook.
A practical preview for CFOs and senior Finance leaders to sharpen the problem before using the free assistant or starting the paid Diagnostic Pack.
Use the playbook to prepare, not to replace judgement.
The preview frames the CFO agenda around roadmap sequencing, agentic Finance workflows, adoption risk, governance and measurable value.
- Clarify which Finance AI use cases belong on the roadmap.
- Identify where human judgement and controls must remain central.
- Prepare a sharper question for the free AI assistant.
How To Guides
Typical work packages for an AI-enabled Finance 2030 transformation.
Senior Finance transformation only lands when strategy, process, architecture, data, technology and change are sequenced into practical work packages with clear ownership.
Unite Process, Architecture and Change
Establish one Finance transformation agenda, one design authority and one integrated backlog across process owners, Finance architecture, change and delivery teams.
- Current portfolio and dependency review
- Finance transformation charter and design principles
- Integrated governance, decision rights and cadence
Translate Strategy Into A Sequenced Roadmap
Convert Finance strategy into a pragmatic delivery roadmap that separates quick wins, enabling capabilities and higher-risk AI-enabled automation.
- Value, feasibility, risk and data-readiness scoring
- AI automation and operating model opportunity map
- Sequenced roadmap, business case and benefits logic
Design The End-To-End Future State
Define what Finance should look like by 2030 across processes, roles, controls, data, platforms, service delivery and decision support.
- Future-state process and capability blueprint
- Role, control and decision-right impact assessment
- Transition states from current model to target model
Lead Cross-Functional Design
Bring Treasury, FP&A, Finance Business Partnering and Finance Operations into one design conversation so local optimisation does not undermine enterprise value.
- Function-by-function pain point and outcome mapping
- End-to-end process design workshops
- Cross-functional design decisions and trade-offs
Define The Finance 2030 Deliverables
Make the future state tangible through artefacts that can be reviewed, challenged, funded and governed by Finance leadership.
- Finance 2030 blueprint and executive narrative
- Process, data, technology and people deliverables
- Board-level milestones and measurable outcomes
Advise ExCo And The CFO
Create the senior rhythm needed for high-stakes transformation: clear choices, transparent risk, practical recommendations and evidence-based progress reporting.
- Executive steering pack and decision log
- Quarterly CFO update and daily issue escalation
- Risks, trade-offs and investment choices
Mobilise Leadership And Adoption
Move from sponsorship to active stewardship across direct teams and wider Finance populations, with clear ownership for adoption barriers and behaviour change.
- Leadership alignment sessions and change network
- Role-based adoption journeys and training plans
- Usage, confidence and capability tracking
Align With Enterprise Architecture, Tech And Data
Ensure Finance ambition fits enterprise platforms, cloud standards, data governance, security, risk appetite and long-term architecture choices.
- Platform and architecture alignment workshops
- ERP, cloud, data and integration impact assessment
- Controls, standards and technology guardrails
Run Disciplined Programme Oversight
Keep delivery honest by tracking not only milestones and cost, but benefits, adoption, risk, control strength and quality of outcomes.
- Integrated PMO/TMO reporting and dependency management
- Benefits realisation and adoption health dashboard
- Continuous improvement and lessons learned loop
The Positioning
AI in Finance does not fail because the technology lacks potential.
It fails when organisations move too quickly into tools, pilots and isolated use cases without first creating the conditions for adoption, trust, sequencing, control and change management.
The Method
Roadmap. Landing. Programme oversight.
Define the roadmap
Identify where AI creates measurable value, which Finance processes are ready, what capabilities come first, and where human judgement must remain central.
Land the change
Redesign workflows, align leadership, build adoption, embed controls and make AI useful inside the real operating rhythm of Finance.
Govern delivery
Track benefits, adoption health, risk, quality, controls and continuous improvement through disciplined programme oversight.
Finance 2030
Future-state Finance needs more than AI pilots.
The opportunity is to unite Process, Finance Architecture and Change teams under one transformation agenda: AI-enabled automation, operating model design, enterprise architecture alignment and measurable adoption.
Focus areas
- Future Finance operating model design
- AI-enabled automation roadmap
- Treasury, FP&A, Business Partnering and Operations impact
- ERP, cloud architecture and enterprise platform alignment
- Change management and adoption across large Finance populations
Adoption Risk
The real risk is AI becoming peripheral.
Misalignment
Create a shared case for change with the Finance leadership team.
Poor prioritisation
Score use cases by value, feasibility, risk, data readiness and adoption effort.
Exclusion
Design AI with the people who understand how Finance work really gets done.
Loss of confidence
Make feedback visible, correct failures quickly and turn learning into stronger controls.
Awards
Awards & recognition.
Independent recognition from CEO Monthly for leadership in AI-enabled finance and AI-driven financial planning.
Free Resources
Practical preparation tools for Finance leaders.
Use these free resources to clarify the problem, frame the opportunity and prepare for a more valuable Diagnostic Pack.
Masterclass
AI Finance Masterclass
Watch the chapter-navigated masterclass on leading with confidence, building trust and driving ROI.
CFOCFO AI Finance Playbook preview
Use the role-specific preview to prepare for the assistant and the Diagnostic Pack.
GuideProcess mining, mapping and automation benefits
A practical view of how Finance leaders should think about variation and value.
FitWho should start the Diagnostic Pack?
A simple qualification page to decide whether the fixed-price pack is the right next step.
DiagnosticHow to prepare for the Diagnostic Pack
Use the free assistant first, then arrive with a sharper transformation question.
Insights
Fresh notes on AI Finance Transformation.
Short, practical articles built from real Finance leadership questions and designed to be useful to CFOs, Finance Transformation leaders and AI-enabled Finance teams.
Latest
How Finance leaders can prioritise AI use cases without creating pilot sprawl
A practical lens for deciding which AI use cases should start now, prepare next or be deferred across Finance.
Process MiningHow Finance leaders should think about process mining, process mapping and AI automation
A practical answer to a real question on variation, standardisation, time and motion, automation benefits and where tools such as UiPath fit.
HubBrowse all AI Finance Transformation notes
Roadmaps, adoption, operating model, process mining, use cases and programme oversight.
FAQ
Common questions before booking.
What is the AI Finance Diagnostic Pack?
A fixed-price package to clarify your AI Finance opportunity, roadmap sequencing, adoption risk, governance needs and next practical moves. It includes preparation, one expert hour and a concise summary by email.
Why is the first advisory conversation paid?
The pack is designed to create immediate value, not act as an exploratory sales call. It protects both sides by making the engagement focused and practical from the start.
Can I prepare before paying?
Yes. Use the free AI Finance Playbook assistant to clarify your challenge, test your thinking and arrive with sharper questions.
Who is this for?
CFOs, Finance Transformation leaders, FP&A leaders, Controllers, Finance Architecture leaders and senior Finance professionals working on AI-enabled Finance change.
What topics can the diagnostic cover?
The diagnostic focuses on the practical questions that decide whether AI Finance work will land: use case prioritisation, process mining, roadmap sequencing, operating model impact, adoption risk, controls, data readiness, architecture alignment and programme oversight.
What happens after the session?
You receive a concise post-session summary by email with practical next-step priorities. If deeper support is useful, additional paid advisory time can be agreed separately.
Thought Leadership
Latest thinking on AI Finance Transformation.
Articles and updates on AI adoption, Finance 2030, future operating models and the governance required to turn AI ambition into trusted value.
Next Step
Start with a fixed-price Diagnostic Pack.
If you need tailored advice on AI Finance Transformation, start with the Diagnostic Pack. The free AI assistant helps you prepare, the expert session clarifies the route forward, and the follow-up summary gives you practical next actions.