
The book
A practical handbook for building robust automated processes, case by case across the finance function, with the ultimate objective of arriving at a fully AI enabled finance function.
Part One
Six articles on the thinking before the build: what AI and automation actually are for a finance function, the six strategic choices on the path to automation, the roadmap, how a team builds fluency and recovers capacity, how capability is sourced and deployed, and why governance done well speeds adoption. All six are published in full in Insights.
Part Two
The AI and automation roadmap in easy steps, from the first automated task and its data through reporting and forecasting, the close, collections, payables, cash and contracts, to sourcing, controls, running cost and proving the value. Eight ready to use templates and a fully worked example, all with dummy numbers.