How is AI changing how finance teams work?

Tom Steer

Chief Financial Officer · Sokin

Real-time insights

Tom Steer says AI is changing finance work by enabling a faster close and real-time insights, noting it is the only way his team has come close to workday zero/one reporting.

The answer starts at 33:03.

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Todd McElhatton

Chief Operating and Financial Officer · Zuora

Increasing experts' productivity

Todd McElhatton says AI is increasing the value of experts by making them much more productive, letting them get more information and sources more quickly than before.

Jessica Somers

Chief Financial Officer · Aledade, Inc.

Creating capacity for strategic partnership

Jessica Somers says finance teams use AI to simplify and reimagine work, creating capacity to deploy to strategic partnership with the business instead of just speeding up tasks or staying in reporting.

Barbara Larson

Chief Financial Officer · Workiva

Shifting workflow and identity

Barbara Larson says AI is bringing somewhat of an identity shift in addition to a workflow shift, because when an agent knows the numbers better, people need a different reason to trust you.

Claire Bramley

Chief Financial Officer · Xero

Automating workflow

Claire Bramley says AI is changing finance work by letting teams reimagine workflows end to end and remove humans from rules-based tasks that can reach 100% accuracy, while keeping people in the loop for oversight.

Jeff Cobourn

Finance, Business Operations & Strategy · Gusto

Automating coordination work

Jeff Cobourn says AI is automating coordination work, eliminating the middle layer of roles doing scaffolding, because teams no longer need people to connect the dots across the business.

Samantha Greenberg

Chief Financial Officer · AlphaSense

Real-time analytics

Samantha Greenberg says AI changes finance work by providing real-time analytics: she can see every customer and revenue vertical daily against forecast, which she says yields actionable insights to transform the cost curve and invest for growth.