FP&A in the age of AI: A practical handbook for finance leaders
AI isn't a threat to finance leaders, but a test of whether your platform can carry the intelligence required to evolve. The teams that move at high speed will lead with three things: trusted numbers, faster decisions, and insights leadership can act on.
Turn AI into your team's competitive advantage
AI won't replace your finance function or your FP&A platform, but it will give you the tools to elevate it. Discover how eliminating time-consuming spreadsheet maintenance frees your team to focus on strategic trade-offs and growth modeling. You'll gain practical strategies to pair AI speed with enterprise-grade governance, ensuring every insight is auditable, actionable, and trusted by leadership.
Inside this eBook, you will learn:
Inside this eBook, you will learn:
- A practical framework to identify what AI changes in FP&A versus the critical human judgment it cannot replace
- The commercial case for technology, proving why use of agentic AI to automate routine accounting activities, followed by predictive forecasting is gaining in popularity, with more than 50% of respondents viewing each of these use cases as highly beneficial (56%, 55% and 54%, respectively) (Dresner)
- Benchmark survey data on AI adoption, revealing why positive sentiment towards AI's impact on Enterprise Performance Management (EPM) surged past 73%, up from 60% in 2025 (Dresner)
- Direct executive objection responses, including why general tools like ChatGPT or Copilot cannot replace governed, driver-based planning
- A 5-stage evolution roadmap to transition finance from basic digital foundations to continuous, event-driven scenario modeling
- Actionable AI-readiness guidance designed to help mid-market finance teams bridge the planning satisfaction gap
“We believe that what executives want, the organization will get ... sooner rather than later. Finance must be nimbler when adopting and evaluating AI for EPM.” - Dresner EPM Market Study 2026
